Keep the entry thesis close to the results.
For holdcos, operating partners and sponsors building businesses after close.
Preserve the supported entry earnings and acquisition basis.
Track a named owner, deadline and target for each operating initiative.
Record one measured benefit with an explicit evidence reference.
Run retention, pricing, synergy, unit-economics and covenant workflows.
Prepare exit evidence and compare time-adjusted consideration.
Availability
Available in Acquifolio v2. Monthly results, billing ledgers and unit submissions are entered or imported; there are no live connectors. Portfolio totals convert to a reporting currency from a dated FX rate table (manual, CSV or ECB reference rates), and roll-up consolidation translates P&L with a currency translation line. Planned: accounting, billing, bank and POS connectors, a franchisee portal, an Item 19 builder and balance-sheet (CTA) translation.