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RiverStone Reporting was developed to help you outsource your financial, excel, and powerpoint needs to professionals. We help small businesses gain insight into their financial performance to make better operational decisions. We work with entrepreneurs, founders, search funds, boutique investment banks, independent sponsors, and small business owners to develop monthly and quarterly reporting on financials, develop sector-specific KPI metrics to unlock growth, and create comprehensive investor presentations and confidential investment memorandums to best position a business. Outsource the standard financial and operational back-office functions to professional 1099 contractors with bulge bracket and middle market investment bank experience 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.

Financial Analyst
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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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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


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


We help sponsors and business owners conduct industry research, competitive landscape analysis, benchmarking, identify potential platforms and tuck-in acquisitions, and are a thought partner around subsector diligence and growth opportunities

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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.  

Search Funds

Riverstone works with ​search funds who are looking to rapidly complete diligence and acquire a business. We can assist you with finding family and founder-owned businesses, developing robust investor materials, creating financial projections and analyzing the fundamental operations of a business.

Investment Banks

We work with boutique investment banks who are at-capacity and could utilize additional resources to reduce the time to get a business to market. We build comprehensive confidential investment memorandums (CIMs), projection models, pull valuation comps, build teasers, and help you sell businesses and excel for your clients. ​

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. 

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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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