PE operating-review commercial ladder
Pilot first. Scale when the monthly review is proven.
CoLedger sells operating-review evidence for lower-middle-market PE — not self-serve SMB bookkeeping. Start with a paid 90-day shadow pilot across 3–5 portcos, then convert to Portfolio or Platform annual contracts.
Commercial tiers
Sales-led PE packaging only — not SMB self-serve bookkeeping. Fees depend on source readiness, definitions, security review, and implementation effort.
Pilot
$8,000–$15,000
90 days · 3–5 portcos
Paid shadow T+10 operating review beside your incumbent process.
Apply for the pilotPortfolio
$24,000–$48,000
per year
Ongoing monthly operating-review evidence across the fund portfolio.
Talk to usPlatform
$60,000–$120,000
per year · contact
Multi-fund, advanced governance, named success coverage.
Contact salesWhat the pilot includes
Across 3–5 portfolio companies. Paid before onboarding; no free trial or self-serve checkout during validation.
CoLedger does not replace the sponsor's GL, fund administrator, or existing reporting stack during the pilot.
Included scope
- QBO and CSV source normalization
- Close status, P&L, balance sheet, cash flow, and variance review
- Cash, working-capital, covenant, and value-creation exceptions
- Source-linked narrative with human review before publication
- Weekly exception log with an owner and due date for every blocker
The continuation decision is evidence-based
The pilot converts only if it changes the monthly operating-review outcome.
Success gates
- Two completed monthly cycles
- At least 50% less cycle time than the baseline
- At least 90% of agreed sources submitted on time
- Every material figure linked to a reviewed source
- A credible annual conversion decision
Not included
- ERP or general-ledger replacement
- LP reporting, waterfall, carry, or capital-call administration
- Unreviewed autonomous accounting actions
- NetSuite or Sage implementation unless contracted in the pilot scope