Private Equity & Multi-Entity Groups

One relationship for every company in the portfolio.

Operating partners and portfolio CFOs come to us for two things: flexible capital for each company, and a consistent way to run invoicing, receivables and payables across all of them. We arrange the financing and introduce you to vetted finance-operations partners for the rest.

$5K–$100MMFunding range
OnePoint of contact
All 50States served

Challenges we help private equity businesses solve

  • Every acquired company bills, collects and pays vendors differently
  • Slow, manual month-end close and inconsistent reporting to the holding company
  • Cash tied up in receivables while add-on acquisitions need working capital
  • Equipment and growth needs that vary from one company to the next

What clients use it for

  • Working capital for integrations and add-on acquisitions
  • Equipment upgrades across portfolio companies
  • Credit lines to smooth cash flow between collections
  • Turning outstanding invoices into cash

Standardized finance operations, portfolio-wide.

Beyond capital, we introduce portfolio groups to vetted finance-automation and outsourced-accounting partners who bring every company onto the same processes. We make the introductions and stay involved. The work itself is done by the partner you choose.

i.

Invoicing & billing

Consistent invoice templates, terms and billing workflows across every entity.

ii.

Accounts receivable

Automated reminders, online payments and collections tracking, with clear aging for each company.

iii.

Accounts payable

Centralized bill capture, approval workflows and vendor payments, with controls that scale.

iv.

Reporting & close

A shared chart of accounts and month-end process so the holding company sees comparable numbers.

Finance-operations services are provided by independent third-party partners. P&L Capital does not provide accounting, bookkeeping or tax services.

From application to funding
in four steps.

Step 01
Apply

Send the short form below or call us. It takes a few minutes and starts with a soft credit pull where applicable.

Step 02
Review

We review your business and match it with the lenders and programs most likely to fit.

Step 03
Compare

You get side-by-side options with rate, term, payment, and total cost explained in plain English.

Step 04
Fund

Choose the offer that fits, sign, and receive funds, often within days of approval.

Frequently asked questions

Do you do the accounting work yourselves?

No. We introduce you to vetted finance-automation and outsourced-accounting partners, and you contract with them directly. We focus on financing and on making sure the right partners are in the room.

Can you work with every company in our portfolio?

Yes. We can review each company individually or the group as a whole. Financing is underwritten per company, and approval and terms depend on each business.

How do standardized receivables help with financing?

Clean, consistent invoicing and AR records make it easier for lenders and factoring companies to review a business, which can widen the options available.

Let’s talk about
your business.

Tell us a little about the business and what you need. We’ll respond within one business day with next steps.