For a firm, integration isn't a project, it's an engine that has to run on every deal and roll up to the fund. Sherpa pairs every seat on every deal, and assembles the firm-level picture while it does.
Firm, fund, holdco, portco, with ownership percentage and investment date at every level. A deal lives at the portco where the work happens, and its synergies, its risk, and its numbers roll up through the holdco to the fund without anyone rebuilding a consolidation in Excel. Look at one integration and you see the integration. Look at the firm and you see all of them.
Most integration software stops at one deal. Henry doesn't. He thinks like a principal, running valuation and capital allocation across everything you hold, reading consolidated financials up the hierarchy and telling you what's true for the firm rather than for one portco. He works the pipeline against your thesis on the way in, too. Your deal teams run the deals. You see the whole board.
Same bench, sharper starting point. Every integration refines the templates and the taxonomy the next deal inherits, your partners build on what your earlier deals taught them, and Henry's read on the portfolio gets better the more of it he's seen. Your deal teams stay walled off from each other. Your firm doesn't stop compounding.
The bench stays constant across the portfolio. The industry specialist doesn't. A manufacturing carve-out and a healthcare platform get the same seventeen partners and a different specialist beside them, so a generalist firm stops paying the generalist penalty on every deal outside its comfort zone.
Every initiative carries its target, its cost, and what it actually delivered, with evidence attached and actuals flowing in from the ERP against the deal model. There's no scramble to reconstruct the value creation story at fund reporting, because it's been assembling itself the whole time.
Built on the integration playbooks McKinsey, Bain, BCG, Deloitte, and KPMG charge millions for.
Give us fifteen minutes and we'll show you Sherpa working a live integration.
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