WEBINAR · Thursday, May 7, 2026
From Reactive to Real-Time Monitoring: Virtual Fireside Chat for Mid-Market PE CFOs
Private 45-minute fireside chat with PE finance leaders on shifting from quarterly reporting to real-time portfolio monitoring, featuring benchmarks from 70 firms.
About This Event
Every quarter, the same scramble: chasing portfolio company data, reconciling across systems, hoping the numbers tell the full story before the LP package goes out.
Download the Portfolio Monitoring Benchmarks PDF
In an environment where tariff shifts and geopolitical shocks are rewriting assumptions weekly, the gap between quarterly reporting and real-time reality has never been wider.
You know there's a better way.
Join Brad Wolfe — a 30-year CFO veteran with 80+ M&A transactions, 5 PE-backed exits, and 3 NASDAQ CFO chairs — and Alex Churchill, CRO of Equiforte, for a private, 45-minute fireside chat on how mid-market PE finance teams are moving from reactive quarter-end cycles to real-time portfolio monitoring.
What you'll get
Benchmarks from 70 PE firms on:
- Reporting timelines
- Headcount ratios
- Monitoring practices
- Candid, peer-level discussion on what’s actually working in 2026
This will be a peer conversation about the operational challenge every PE CFO is solving right now.
Details
- Capped at 30 attendees
- Chatham House Rule applies
Can't Wait for the Event?
Book a 1:1 demo with the Equiforte team and see our platform applied to your specific workflows.