PE portfolio companies need EBITDA + KPI + board-pack tooling. We evaluated 24 tools and ranked the 8 that fit $10M-$250M PE-owned.
Right place if
Wrong place if
Every score below is anchored to a measurement rule. Tools below 90/100 didn't make the list.
This is a desk evaluation, not a hands-on test. We reviewed each vendor's public pricing, product documentation, integration catalogue and positioning, then scored every tool against the rubric above. Scores reflect published capability, not measured performance in your stack.
Where a vendor does not publish something — a price, a connector list, a limit — we score it as absent rather than assume it exists. That is why some otherwise capable tools score lower on transparency-dependent dimensions.
Fairview appears in this ranking and we build one of the tools listed, so read the placement with that in mind. The rubric and weights are published above so you can disagree with our weighting and re-rank the list yourself. We take no affiliate commission from any vendor here. Our full policy is at editorial standards.
What changed: 7 of 8 fit tools span both.
Why it matters: PE leads w/ EBITDA.
What changed: 56% of PE-owned have live.
Why it matters: Monthly pack burns days.
What changed: 7 of 8 trace numbers.
Why it matters: PE questions kill trust.
What changed: 4 of 24 tools dropped per-seat.
Why it matters: Cross-team avoid tax.
PE-owned CFOs/COOs $10M-$250M wanting EBITDA + KPI + board pack live
9.4 / 10
Scored below, not rated externally
$349/mo
15 minutes
Why picked
Where it loses
Verdict: The best operating software for PE portfolio.
$25M+ PE ERP
8.4 / 10
4.0 ★ G2
$2,500/mo
3-6 months
Why picked
Where it loses
Verdict: PE-default ERP.
SaaS PE-owned $20M+
7.8 / 10
4.5 ★ G2
$1,800/mo
2-4 weeks
Why picked
Where it loses
Verdict: SaaS PE.
Mid-market PE multi-entity
7.6 / 10
4.3 ★ G2
$1,700/mo
2-4 months
Why picked
Where it loses
Verdict: Mid-market PE.
$100M+ PE scenario
7.4 / 10
4.6 ★ G2
Custom (~$30K/yr min)
4-8 weeks
Why picked
Where it loses
Verdict: $100M+ PE.
$250M+ enterprise PE
7 / 10
4.3 ★ G2
Custom (~$50K/yr min)
12+ weeks
Why picked
Where it loses
Verdict: $250M+ enterprise PE.
Excel-led PE
6.8 / 10
4.5 ★ G2
$1,500/mo
2 weeks
Why picked
Where it loses
Verdict: After FP&A.
Workday-shop PE
6.5 / 10
4.3 ★ G2
Custom (~$30K/yr min)
8-12 weeks
Why picked
Where it loses
Verdict: If on Workday.
EBITDA + KPI live at $349/mo.
PE-default ERP.
SaaS depth.
Dimensional GL.
Deepest modeling.
| Stage | Monthly spend | Annual spend |
|---|---|---|
| $10M revenue | $350-$1,500 | $4,200-$18,000 |
| $25M | $1,500-$3,500 | $18,000-$42,000 |
| $50M | $3,500-$8,000 | $42,000-$96,000 |
| $100M | $8,000-$18,000 | $96,000-$216,000 |
| $250M | $18,000-$40,000 | $216,000-$480,000 |
Public pricing of 24 vendors + 56 verified PE contracts (Fairview 2026 audit)
Mistake #1 — Manual board pack monthly
Burns 24 hrs.
Fix: Auto-built.
Mistake #2 — No EBITDA live
PE leads w/ EBITDA.
Fix: Demand EBITDA.
Mistake #3 — Per-seat at 15-person team
$80 × 15 = $14K/yr.
Fix: Per-account.
Mistake #4 — Anaplan at $25M
$50K min + 12 wk.
Fix: Per-account first.
Mistake #5 — Pigment at $25M
$30K min heavy.
Fix: Wait $100M.
Evaluation checklist (24 questions)
PDF, on request. The exact questions to ask in every vendor demo.
Sheets
Comparison spreadsheet
8 tools × 6 dimensions in Google Sheets.
Methodology PDF
How we scored, what each dimension means, what we excluded.
Calculator
Cost calculator
Plug in your numbers, get TCO + ROI estimates.
Fairview scored highest (9.4/10).
Median $50M: $48,000/year.
NetSuite ERP at $25M+. Fairview reporting layer at $10M+.
$100M+ scenario.
SaaS PE $20M+.
Fairview 15 min. NetSuite 3-6 mo.
EBITDA, revenue, ARR, NRR, gross margin, cash, debt service.
$250M+ enterprise.
Workday shops.
Fairview scales $250M.
