Financial Management Suite for Private Equity
Overview of all portfolio companies – finally in one system
Private equity investors need to keep track of numerous investments. In practice, however, portfolio companies work with different systems: DATEV here, SAP there, Excel reports in between. The result: no comparability, no consistent reporting, and tedious coordination with each individual CFO.
The Private Equity Cockpit of the Financial Management Suite (FMS) solves precisely this problem. It bundles the financial data of all investments in a central reporting system. This creates a uniform overview – regardless of system, chart of accounts, or currency.
Why FMS is particularly suitable for private equity
FMS is a reporting-as-a-service solution that automatically processes and harmonizes financial data and makes it available in consistent reports. For private equity investors in particular, this means a complete overview of their portfolio without having to convert each company to a common system.
How private equity firms benefit
- Uniform portfolio overview: With FMS's Private Equity Cockpit, you have all your investments in one central reporting system—consistent, comparable, and available at any time.
- System-independent: Whether DATEV, SAP, Sage, or Excel—FMS integrates data from all common sources. Learn more
- Consolidated key figures: Different structures and currencies are harmonized and made comparable. Learn more
- Rapid integration of new investments: New companies can be included in reporting in a very short time.
- Investor-proof reports: Banks, limited partners, and supervisory boards receive valid reports in a uniform standard.
- In-depth analysis possible: drill down to the booking level for maximum transparency.
- Time savings for operating partners: No more coordination loops with CFOs of portfolio companies—the figures are available at any time.
Discover the Financial Management Suite
Here you can get an initial insight into the Financial Management Suite. Feel free to click through.
To maximize the view, select "Full Screen Mode" at the bottom right.
The selection fields at the top of the menu allow you to restrict/select the data displayed. By clicking on the + sign, you can expand the hierarchy down to account level.
By right-clicking on a number in the "Actual" column, you can navigate to the individual booking level via "Execute drillthrough" and "Booking details P&L."
You are welcome to test the Financial Management Suite in detail in a demo. To do so, click on "Demo access."
The FMS for private equity
Private equity structures require speed, comparability, and reliable figures across all investments. FMS enables precisely that: uniform KPIs, consolidated reports, and transparent data—for investment managers, operating partners, LPs, and the CFOs of portfolio companies.
Private equity investment manager
Access consolidated financial figures for the entire portfolio in seconds.
Private Equity Operating Partner
Compare investments using standardized KPIs and immediately identify areas for action.
LP reporting
Report to limited partners and banks consistently with audited standard reports.
portfolio companies
CFOs no longer manually deliver special Excel reports, but instead provide validated figures directly via the FMS.
Sometimes a video says more than 1,000 words.
See the Financial Management Suite in action.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
Financial Management Suite
FMS: The solution for SMEs, private equity, and tax advisors
The Financial Management Suite (FMS) from loyos bi is the reporting solution for demanding medium-sized companies, private equity firms, and tax consultancies that rely on reliable figures. It combines consolidation, planning, and forecasts with over 25 standard reports on P&L, balance sheet, and cash flow—all at the touch of a button.
FMS makes financial reporting scalable, efficient, and transparent. All relevant data is available centrally—from the group overview down to the booking level. Thanks to seamless interfaces, systems such as DATEV, SAP, Sage, LucaNet, or even Excel and CSV files can be easily connected.
Efficiency, transparency, and flexibility in one system
Instead of struggling with manual Excel spreadsheets, FMS delivers verified, consistent analyses in interactive dashboards. Heterogeneous companies, different charts of accounts, currencies, or evaluation structures—everything is brought together in a central reporting system.
The solution offers complete flexibility: in addition to planning, forecasting, and consolidation, it offers functions such as a PE cockpit, individual KPIs, and many other features. All key figures can be flexibly filtered, compared, and analyzed down to the company or cost center level—for maximum transparency.
Quickly ready to go—with support from finance professionals
Getting started with FMS is quick and easy: the system is up and running in less than two weeks, and it takes customers an average of just one hour to set up.
And if support is ever needed, experienced finance professionals who are familiar with the requirements of investors, banks, and management are on hand to help.
FMS can be canceled on a monthly basis. In theory. In practice, this hardly ever happens—and we are very happy about that, to be honest. Customers appreciate this combination of efficiency, transparency, and service—and remain loyal to FMS in the long term.
Answers to your questions
In this section, you will find the most frequently asked questions about the Financial Management Suite (FMS)—answered concisely and to the point.
How does the integration of portfolio companies work?
FMS imports data from all common accounting systems—from DATEV and SAP to Excel spreadsheets.
How is comparability between companies established?
FMS automatically harmonizes charts of accounts, structures, and currencies in consistent reporting.
How quickly can new investments be integrated?
Usually within a few days – the FMS is modular and flexibly expandable.
Which KPIs are particularly relevant for private equity?
P&L, balance sheet, cash flow, net debt, working capital, and portfolio-specific KPIs such as performance comparisons.
How do PE investors benefit specifically?
You save a huge amount of time, get a complete overview of your portfolio at any time, and meet the highest reporting quality requirements.
Features of the Financial Management Suite
Reporting and Analytics
Full transparency over P&L, balance sheet, cash flow, and individual KPIs—with standard reports that are ready to use right away and dynamic dashboards for in-depth analysis.
Planning & Forecasting
Integrated planning and forecasts with minimal effort. Create scenarios, compare planned/actual values, and gain planning security for investors, banks, and management.
consolidation
Automated consolidation across multiple companies, including intercompany eliminations and currency translation. Consistent consolidated financial statements are generated at the touch of a button.
interfaces
Seamless integration of all relevant accounting and banking systems—from DATEV to SAP to bank APIs. This ensures that financial data is automatically transferred to reporting without errors.
Additional modules
Special modules such as the PE Cockpit provide investors and investment companies with exactly the key figures they need—from portfolio overviews to return analyses.
customized developments
Every company is unique. With custom developments, additional reports, interfaces, and dashboards can be implemented—tailored to your requirements.
See the Financial Management Suite in action.
Gain complete transparency now. A no-obligation demo shows you how quick and easy it is.
About loyos bi
loyos bi was founded in 2020 by finance and BI experts with the goal of finally making reporting simple and reliable.
Today, over 1,000 users rely on the solutions. More than 80% of new customers come through recommendations—a strong sign of satisfaction and trust.
Support does not end with go-live: customers receive personal support, continuous development of reports, and, if desired, content support in finance or HR controlling. All loyos bi contact persons are based in Germany and speak German – you have a direct line to us. This creates a long-term partnership rather than just a software solution.
