ABOUT RIVERSTONE REPORTING
RiverStone Reporting was developed to help you outsource your financial, excel, and PowerPoint needs. We help small businesses gain insight into their financial performance to make better operational decisions. We work with entrepreneurs, founders, search funds, small family offices, and small business owners to develop monthly financial reporting, quarterly board packages, and sector-specific KPI metrics to unlock growth.
Outsource the standard financial and operational back-office functions to 1099 contractors with institutional private equity and investment banking experience. We save our clients significant time, resources, and money and work with our clients for an average of over 3+ years. Skip the inexperienced, expensive full-time hires and turnover and work with our RiverStone Reporting team today.
RiverStone has helped over 100 institutional clients with excellent testimonials and 5 star reviews.
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.
FINANCIAL REPORTING
We assist your team with ongoing monthly and quarterly financial reporting, budgeting, projections, and evaluating pro forma EBITDA adjustments as well as customer cohort retention / turnover analysis, supplier concentration, and other KPI metrics to provide you with valuable insights and help accelerate growth.
COMPANY PRESENTATIONS
RiverStone can help you create comprehensive company presentations, board decks, lender presentations, company overview materials, teasers and case studies to best-position your business for growth.
MARKET RESEARCH
We help business owners conduct industry research, competitive landscape analysis, benchmarking, and act as a thought partner around subsector trends to drive sustainable growth.
Helping business owners and investors navigate challenges ahead
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.
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, building an LBO returns model with various scenarios and sensitivities, and analyzing the fundamental operations of a business. We've attended the Harvard Entrepreneurship Through Acquisition ("ETA") conference the past two years and we've assisted over a dozen Ivy league searchers with investor decks and models as well as ongoing financial reporting and quarterly board materials.
TYPICAL CLIENT PROFILE
CURRENT & FORMER CLIENTS
Our impressive portfolio of clients include small venture capital, healthcare operators, family/founder owners / entrepreneurs, and search funds. Below is an illustrative subset of clients:
