Growth & Investor-Backed

Business Performance Intelligence for growth & investor-backed companies

Helping growth-stage, multi-entity, and portfolio companies improve visibility, profitability, cash flow, and forecasting — across every entity.

Growth performance · the signals we focus on

EBITDA margin
Free cash flow
Organic growth
Cash runway

The KPI subjects we bring into focus for your industry — illustrative; values shown in your engagement.

Questions We Help Answer

What is your portfolio trying to tell you?

Q01

Which entities generate the highest returns?

Q02

Which locations are underperforming?

Q03

Are we achieving our EBITDA targets?

Q04

What is driving valuation?

Q05

Which portfolio companies need attention?

Q06

What does cash flow look like across the business?

Q07

Are acquisitions creating expected synergies?

Q08

Which business units deserve more investment?

Q09

What is our forecasted liquidity position?

Q10

Where should we deploy capital next?

Sample KPIs

The metrics behind the answers

  • EBITDA & EBITDA Margin
  • Free Cash Flow
  • Revenue & Organic Growth
  • ROIC
  • Entity / Location Profitability
  • Forecasted Liquidity
What We Deliver

From numbers to next moves

  • Clear reporting for each entity
  • Portfolio and entity-level dashboards
  • Cash flow forecasting & scenario planning
  • Board, lender and investor packages — prepared by your Fractional CFO

NextGen provides financial intelligence and advisory. We are not an accounting, consolidation, or FP&A software platform and do not provide audit, valuation, or tax or legal advice.

Start here

See every entity. Deploy capital with conviction.

Start with a complimentary Business Assessment — a no-pressure look at what your numbers reveal and where the next opportunity is hiding.