Built With Private Equity In Mind

Pegasus Insights was built in close partnership with some of the leading private equity firms in the market. A significant portion of our clients are PE-backed portfolio companies — and that's no accident. We understand the unique pressures, timelines, and expectations that come with PE ownership, and we've designed every feature of Pegasus with that reality in mind.

The Challenges PE Firms Know Too Well

Private equity is a different game. Your portfolio companies aren't just running businesses — they're operating under tight timelines, significant leverage, and constant pressure to perform. The financial challenges are distinct:

Highly acquisitive growth

Rapid M&A activity means new entities, new charts of accounts, and new reporting structures that need to be integrated fast. Every day of delay is a day of lost visibility.

Leverage-driven cash pressure

With meaningful debt on the balance sheet, cash efficiency isn't a nice-to-have — it's existential. Knowing where your cash is, in real time, across every entity matters.

Investor reporting deadlines

Board meetings don't move. Your portfolio CFOs need to be ready with sharp, accurate, real-time data — not scrambling through spreadsheets the night before.

Limited finance team bandwidth

Most portcos are running lean. Your CFOs and controllers are wearing multiple hats, and manual reporting eats time they don't have.

Inconsistent reporting across the portfolio

Every company you acquire comes with its own tools, processes, and data structures. Getting a standardized view across your holdings is harder than it should be.

``Pegasus is helpful because it generates confidence and helps me think about the trending of my cash flows. Had we not been using Pegasus, we might not have found some of the inconsistencies in our 13-week forecasts``

CFO at PE-Backed Industrial Services & Technologies company

``Going back to Excel is not something we’re considering.``

Controller at PE-Backed Manufacturing Company

“Every week there’s something unusual I’ve been able to catch and account for using Pegasus—that’s the benefit of doing it weekly.``

Controller at PE-Backed Roofing Company

“I love the working capital module... our ERP system doesn't produce a great aging in a good format. And so, the fact that I can go into the working capital module on the AR side and the AP side and see in a in a format that I can export and sort, I've used that a ton.”

CFO at PE-Backed Roofing Company

Portfolio-Wide Partnerships & Pricing

We believe in building long-term partnerships with PE firms — not just selling licenses. That's why we offer portfolio-wide pricing incentives designed to grow with your fund.

Whether you have 2 portfolio companies or 20, we'll build a partnership structure that works for your fund.

Get in Touch to Learn More

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What Pegasus Delivers for PE Firms & Their Portfolio Companies

Real-Time Cash Visibility Across Every Holding: Stop waiting for monthly closes to understand where cash stands. Pegasus Insights gives your portfolio CFOs and your deal team a live view of liquidity across every entity, every day.
Rapid M&A Integration: When you close a deal, the clock starts. Pegasus Insights is designed to onboard new entities quickly, standardizing reporting and integrating into existing workflows without months of implementation pain.
Standardized Reporting Across the Portfolio: One framework. One dashboard. Whether you have 3 portfolio companies or 30, Pegasus gives you a consistent reporting layer so you can benchmark, compare, and act — without manually reconciling data from a dozen different systems.
Board & Investor Ready, Always: Your portco CFOs will always have the numbers — clean, real-time, and presentation-ready. No more late nights before the board deck is due.
Built for Lean Finance Teams: Pegasus Insights automates the manual work so your portfolio finance teams can focus on what matters: analysis, strategy, and execution.

Ready to Build a Partnership?

Pegasus Insights was built alongside PE — and we'd love to work with yours. Reach out to learn more about portfolio-wide pricing, onboarding, and what a Pegasus partnership looks like for your fund.