The Verzia Diagnostic
30 days to clarity.
A comprehensive assessment of your finance operations: scored, quantified, and mapped to PE value-creation outcomes. Built for operating partners who need honest answers and portfolio CFOs who need a sequenced plan.
Week 1–2: Discovery
Data extraction and system audit. Stakeholder interviews with finance leadership, operations, and IT. Process mapping across close cycle, revenue recognition, AP/AR, and reporting workflows. AI-powered anomaly detection on general ledger data.
Week 3: Analysis
Findings scored across six dimensions. EBITDA impact estimated for each improvement opportunity. AI readiness evaluated against current tool landscape. Exit readiness gap analysis completed. Recommendations prioritized by impact and feasibility.
Week 4: Delivery
Prioritized transformation roadmap presented to leadership and PE sponsors. Sequenced implementation plan with quantified outcomes. AI Readiness Score with specific tool recommendations. Exit readiness acceleration timeline. All findings framed in PE value-creation language, ready for board reporting and LP communications.
Case Snapshot
PE-backed SaaS platform · $400M revenue
Monthly close compressed from 15 days to 4. Three critical ASC 606 positions documented and audit-defended. Tech stack roadmap provided within 30 days. Exit multiple improved by 1.2x within hold period.
Not ready for a full Diagnostic? Start with the Index: a free 4-minute self-assessment.