The intelligence you need. Without the infrastructure you don’t.
Goverisyn brings financial and operating performance analysis, cross-brand comparison, reconciliation and review of adjustments to earnings into one platform for private-equity-backed residential home services. It governs the measurements, so it is clear which results can be compared and what each one rests on.
It concentrates on what portfolio CFOs, their FP&A teams and operating partners need: to evaluate performance, understand exceptions and defend reported results. It works across each brand’s existing systems, so spending goes to defensible measurements, not to replacing technology already in place. Fund accounting, valuation and investor reporting remain with the systems built for them.
How it works: from each brand’s sources to governed measures, to the financial picture a finance team runs on, through the monthly close, and to an issued Portfolio Measurement Statement.
Different companies.
One governed measurement model.
Goverisyn preserves the evidence and limitations behind each portfolio measurement without requiring every acquired company to operate the same systems or reporting environment. It works alongside the systems a firm already uses, from each brand's exports, extracts or monthly submissions.
The systems don't have to become common.
The measurements do.
Every figure carries its measurement basis.
Each brand's reported measures appear beside their governance state. Select a close rate to see what it rests on.
| Brand | Close rate | Contract value | Retention | Lead volume |
|---|---|---|---|---|
| Brand ARoofing · CRM export | $14.8k | 82.3% | 145 | |
| Brand BRoofing · API connection | $13.8k | 95.0% | 181 | |
| Brand CRoofing · CRM export | Not compared while an exclusion is open | $12.9k | 92.9% | 163 |
| Brand DRoofing · Excel template | Not compared: definition differs | $15.2k | Not Available | 212 |
| The four brandsPooled from these rows, not the full portfolio | 28.5%Pooled, A and B · 53 of 186 demos | $14.4kPooled, 4 brands · described, not compared | 86.5%Pooled, A, B and C · 83 of 96 contracts | 701Total as reported, 4 brands |
In the product, every figure opens its full record: population, exclusions, reconciliation and evidence.
Why is Brand C's 29.8% not compared?
A metric is a value.A Measurement Record is a governed claim.
What does the evidence allow us to conclude from this number?
Gross Close Rate
Definition
The portfolio’s approved definition, or the difference from it, stated.
Population
What the figure covers, and what it leaves out.
Evidence
The records behind the figure, traced to their source.
Comparability
Which comparisons the evidence supports, and the reason for any it does not.
The conclusion can travel.
The proof travels with it.
The full record, with its evidence, exclusions and comparisons, is opened in a Portfolio Review.
The same evidence discipline extends to deal economics.
$18,420 in rebate-eligible dollars. Every eligible dollar sits in exactly one state.
| State | Amount | Share |
|---|---|---|
| RealizedApproved; for a short-paid claim, the amount paid | $12,960 | 70.4% |
| PendingSubmitted, within the decision window | $2,340 | 12.7% |
| UnresolvedPast the decision window, not yet decided | $1,180 | 6.4% |
| OpportunityUnclaimed, while the claim window is still open | $1,710 | 9.3% |
| Confirmed leakageDenied, short-paid, or unclaimed after the window | $230 | 1.2% |
| Eligible rebate dollars | $18,420 | 100.0% |
Opportunity is not confirmed leakage.
Goverisyn preserves the distinction.
What a definition costs: twelve cases, from brand EBITDA to adjusted EBITDA at a multiple
The figures a finance team runs on.
Governed the same way.
Revenue, margin, EBITDA, cash, plan and unit economics, summed across the portfolio’s brands. Each figure is stated on its basis, with what it covers and what it leaves out, so a total is never read as more than it is.
What needs attention
June 2025 · Illustrative portfolio, synthetic data- Portfolio revenue is 0.8% below plan, but EBITDA is 9.4% below it, $604.7k, year to date.January to June, like months only
- Owner
- CFO
- Explains
- FP&A
- Brand A is $43.4k below plan on EBITDA, year to date.January to June, six months reported
- Owner
- Brand A president
- Explains
- Brand controller
- Brand C is $42.0k below plan on EBITDA, year to date.January to June, six months reported
- Owner
- Brand C president
- Explains
- Brand controller
- Brand B: a job's gross profit covers what a contract cost to win 3.6 times, against 5.4 times across the portfolio.Year to date
- Owner
- Brand B president
- Explains
- Sales and marketing lead
- Brand C: 43.2% of receivables, $25.0k, are more than 90 days past completion.At June 30
- Owner
- Brand C controller
- Explains
- FP&A
A finding appears only when a figure crosses a threshold set as policy, and it is stated as a fixed sentence built from the figures. The portfolio total says revenue is close to plan; the finding says what the total hides. Each finding names the role your platform designates to act on it, and the role that explains it.
Portfolio totals
Revenue, margin, EBITDA and adjusted EBITDA, with the trailing twelve months and the year before. Combined only where each brand's basis agrees. A partial year is marked incomplete, and a comparison across different brands is withheld rather than made.
Plan against actual
Each brand's budget against what it reported, year to date over like months only, so a month not yet reported is never counted as a miss.
Cash
Receivables aged from completion, days sales outstanding, deposits held as the liability they are, and an indicative outlook. What is owed now and what is not yet due are never added together.
Revenue bridge
Work sold, work completed and cash collected, reconciled step by step. A difference is shown and explained, never absorbed into a total.
Unit economics
Gross profit per job, from job costs that add up to each brand's P&L, set against what each contract cost to win.
Board pack
A monthly document for the board from the same governed figures, with the definition behind every number and its basis of preparation.
Reconciliation finds what a total hides. In this illustrative portfolio, the revenue bridge's first run found one brand whose cancelled orders were still being counted as live work: a flag in its records disagreed with the order's own status. Every total looked plausible. Only the reconciliation, step by step, exposed it.
The month-end close.
Every step on record.
Every month an FP&A team runs the same sequence: collect each brand’s submissions, tie them out, clear or state what is still open, explain the variance against plan, and issue. Goverisyn runs that sequence on the governed figures, so the close and the board pack rest on the same numbers, and nothing missing is ever estimated in its place.
June 2025 close
30 brands · Illustrative portfolio, synthetic data- 1Submissions29of 30
Brand P&Ls received. The missing brand is named with its owner, and its days past due are counted.
- 2Tie-out29of 29
Tie to the cent: the submitted P&L, the governed figure and the FP&A feed.
- 3Open before issue22items
Each with an owner and what closes it. Nothing open is left unstated.
- 4Explanations5of 16
Expected from each brand that misses plan by more than the threshold set as policy, and from the portfolio.
- 5IssueOpen items stated
Issued by the person your firm designates. Anything still open is stated in the issued record.
EBITDA against plan, explained
One window and door brand · year to date
A $20.9k shortfall that hides a $75.6k revenue gap, offset by $86.4k of spending below plan.
The parts add across to the total, over like months only. The brand’s explanation sits beside it, shown as submitted; a review by FP&A is recorded, never presented as verification.
Due dates, counted
Each brand’s submissions are tracked against the close calendar. A late or missing one is named, with the days past due and who owes it.
Nothing estimated
A missing P&L is shown as missing. Totals state the brands they cover, and no figure is filled in to make a total look complete.
One set of figures
The figures that tie out are the ones in the FP&A feed and the board pack. A change after issue is issued as a new version.
From portfolio conclusion
to supporting evidence.
The investigation becomes more precise. The context stays attached.
- 1PortfolioThe figure across the brands it can compare
- 2CompanyOne brand’s figure and its evidence state
- 3MeasurementThe definition applied, and the population it counts
- 4EvidenceThe records behind the figure, and any it leaves out
- 5ResolutionWhat would change the conclusion, and who acts on it
Each step preserves the analytical context from the previous one. The investigation becomes more precise; it does not restart. Illustrative.
From governed measures to an issued statement.
One foundation
The monthly board pack and portfolio reporting draw on the same governed measures used throughout the application: the same definitions, populations and stated limitations.
Issued by your leadership
Each month's Portfolio Measurement Statement is generated in Goverisyn and issued only by a person your firm designates, with its basis of preparation.
Fixed once issued
An issued statement is not edited afterwards. A change is issued as a new version, so what was reported, and when, stays on record.
Issuing a statement is your leadership's act. It does not imply audit, certification or review by Goverisyn.
See how Goverisyn works across your portfolio.
Request a Portfolio Review