ABOUT

RiverStone Reporting was developed to help small businesses gain insight into their financial performance to make better operational decisions. We work with entrepreneurs, founders, and small business owners to develop monthly and quarterly reporting on financials and sector-specific KPIs to unlock growth potential. Outsource the standard financial and operational back-office functions to save your company time and money based on your needs and budget.

Our team has vast experience within investment banking and private equity with excellent attention to detail. We assist venture capital, growth equity, and private equity firms with raising capital, creating marketing materials (investor presentations, private placement memorandums, case studies), and advise clients industry best practices.

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FINANCIAL REPORTING SERVICES

RiverStone works closely with clients, providing exceptional financial and consulting services that are catered specifically to their needs. Get in touch with our team to achieve immediate results.

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FINANCIAL REPORTING

We assist your team with monthly and quarterly reporting, budgeting, forecasting, pro forma EBITDA adjustments, turnover analysis, growth trends, and KPI tracking to provide you with valuable insights

PRESENTATIONS

RiverStone can help you create comprehensive investor presentations, board decks, advisory materials, lender / bank loan presentations, private placement memorandums, CIMs, company overview materials, teasers and case studies

FUNDRAISING

We help independent sponsors and business owners source the right capital to continue their growth trajectory. We have access to comprehensive databases and a vast network within healthcare services, providing our clients with proprietary investor lists, contact information, and strategies around fundraising

 
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TYPICAL CLIENT PROFILE

Small Businesses

Are you a CEO or leading a family-owned business and wearing 10 different hats? Allow us to take time-intensive, burdening projects off of your plate so you can focus on running your business. We work best with small, private healthcare companies who are looking to accelerate growth and need an efficient, cost-effective  solution to financial and operational work. We save our clients tens of thousands of dollars per year by outsourcing financial and operational projects to our sophisticated team, who works hand-in-hand with your company to ensure you are properly taking that next step towards growth.  

Financial Sponsors

We assist financial sponsors including venture capital, growth equity, and private equity firms outsource key financial tasks that are required to run your day-to-day business. Typical clients are independent sponsors, family offices, lower middle market growth equity or private equity firms, and seed or early stage venture firms. Our team understands the ins and outs of raising capital and the limited partner universe, preparing complex investment memorandums and private placement memorandums, evaluating new sectors to pursue, sourcing add-on acquisitions, and being a thought partner as you look to raise capital for your firm's long-term growth. 

 

PAST & CURRENT CLIENTS

Our impressive portfolio or clients includes venture capital, growth equity, and private equity firms as well as niche, healthcare services companies that are family / founder-owned. Below is an illustrative subset of clients:

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