Portfolio company forecasting | ModelReef

You can’t manage what you can’t compare.

CFOs responsible for multiple business units or investments need consistent portfolio company forecasting to track performance, risk, and capital allocation. But every business builds models differently. Model Reef connects every forecast into one unified system - delivering live, comparable CFO financial management insight across the entire organisation.

The hidden costs of inconsistent portfolio forecasting:

  • Endless reconciliation across entities producing conflicting numbers
  • No consistent baseline for business performance comparison
  • Delayed board reporting caused by manual consolidation cycles
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Trusted by clients with over US$40bn under management.

Every business unit forecasts differently - and that’s a problem.

Finance teams receive models with inconsistent logic, timing, and structure. One subsidiary includes working capital, another doesn’t; one forecasts quarterly, another monthly. These gaps create noise and misalignment in finance team reporting and strategic planning. Model Reef solves this by applying consistent modeling logic across every company, enabling accurate financial metrics tracking and true comparability.

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See how Model Reef turns fragmented forecasts into one portfolio view.

These capabilities show how CFOs gain clarity, consistency, and control across all entities.

clarity-icon Connect All Entities

Sync financial and forecast data from Xero, QuickBooks, or ERP systems for unified operational finance management.

bot-icon Standardize Forecasts

Apply one logic framework and KPI structure across every company for clean comparative financial analysis.

forecasting-icon Monitor Performance

View cash runway, margin trends, revenue, and EBITDA across the group using real-time finance dashboards and reports.

Watch a demo to see Model Reef in action.

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A connected approach to multi-company forecasting.

Model Reef centralises assumptions, forecasts, and reporting so CFOs can make faster, data-driven decisions across the entire organisation.

link-icon Step 1:
Connect Each Company

Import actuals and models from each entity for consistent forecast vs actual reporting.

model-building-icon Step 2:
Apply Standard Frameworks

Ensure every business uses the same KPIs, timing, and modeling logic for accurate performance benchmarking.

forecasting-icon Step 3:
Consolidate & Compare

Evaluate growth, working capital, and valuation impacts portfolio-wide using portfolio performance insights.

See how Model Reef standardises portfolio forecasting.

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Faster insight, increased accuracy, and stronger portfolio decisions.

Model Reef removes inconsistency and manual work, empowering CFOs to lead confidently across every business unit.

clarity-icon Faster Quarterly Review Cycles

Save $60,000 per year in lost time

Cut forecasting cycles from weeks to hours with connected financial forecasting software.

collaboration-icon More Reliable Comparisons

Avoid $200,000 in rework

Eliminate 95% of reconciliation errors through consistent business planning for portfolio companies.

forecasting-icon Better Capital Allocation

Unlock millions in portfolio value

Spot trends early with structured investment performance tracking and data-driven decision-making.

See how CFOs achieve ROI across their entire portfolio.

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The portfolio forecasting toolkit built for CFOs.

These features help CFOs analyse performance, forecast accurately, and drive better decisions across business units.

real-time-icon Scenario Branching

Test cost, funding, or pricing changes across entities using scenario planning for CFOs.

clarity-icon Consolidated Dashboards

Track KPIs, cashflow, variance, and EBITDA with portfolio-wide CFO decision-making tools.

model-building-icon Collaboration & Permissions

Control entity-level and group-level access in one finance team collaboration workspace.

collaboration-icon Multi-Company Integration

Connect data from every subsidiary for seamless business performance comparison.

Explore all portfolio forecasting features.

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Security built for CFO-grade performance oversight.

Model Reef protects sensitive portfolio financials with enterprise-grade controls.

xero-icon End-to-End Encryption

Safeguards entity and group-level data in transit and at rest.

Audit-Level Tracking

Logs every edit or scenario change for secure financial analysis for executives.

excel-icon Granular Access Control

Set permissions by subsidiary, division, or role for governance-ready oversight.

See how Model Reef keeps your data secure →

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Questions before you start?

Here are the most common questions we get asked in demos.

Model Reef improves CFO financial management by giving leaders a single, connected view of forecasts, KPIs, and performance metrics across all business units. Instead of comparing mismatched spreadsheets, CFOs see standardised data in real time. This creates sharper visibility into revenue, margins, cashflow, and runway. Finance teams can also identify risks earlier because data aligns across each company. These improvements accelerate strategic conversations and quarterly reviews. Together, they make Model Reef a central hub for modern CFO financial management.

Finance team reporting becomes far more efficient when every subsidiary follows the same logic, timing, and KPI definitions. Model Reef eliminates reconciliation headaches by pulling live actuals and forecasts into one unified framework. Teams spend less time adjusting spreadsheets and more time interpreting results. Reporting packages update instantly, reducing the lag between close cycles and executive review. This enhances reliability during investor or board updates. These capabilities significantly strengthen finance team reporting across the organisation.

Portfolio company forecasting is only useful when every company is measured consistently. Model Reef standardises assumptions, KPI structures, and modeling frameworks, giving CFOs a portfolio-wide view they can trust. Forecasts update instantly as management teams adjust inputs. This removes variance caused by incompatible spreadsheets. Boards and investors receive clear, comparable insights into company health and growth expectations. These strengths make Model Reef a powerful engine for portfolio company forecasting.

Business performance comparison becomes easier when KPIs and forecasts are standardised across every entity. Model Reef provides dashboards that show revenue, EBITDA, margin trends, cashflow, and runway on a consistent basis. CFOs can immediately spot which companies are outperforming and which require intervention. This helps guide capital allocation decisions and strategic planning. Finance teams gain clarity without building custom reports for each unit. These capabilities deliver stronger business performance comparison for portfolio oversight.

Financial metrics tracking improves when KPIs flow from a connected forecast engine instead of disparate spreadsheets. Model Reef aligns revenue, cost, cashflow, and working capital metrics across all entities. This provides more accurate insights into performance trends and risk exposure. CFOs gain better visibility into operational efficiency and forecast accuracy. Teams can also create consistent variance reports across the portfolio. These strengths support more reliable and scalable financial metrics tracking.

Budget vs actual analysis becomes significantly faster when actuals feed into forecasts automatically. Model Reef connects live ledger data with budgeting assumptions, showing variances in real time. CFOs can quickly identify underperformance or areas exceeding expectations. Finance teams no longer spend days compiling and reconciling reports. This results in cleaner quarterly reviews and more informed leadership discussions. These capabilities form a dependable foundation for budget vs actual analysis across the group.

Performance benchmarking is only meaningful when all entities follow the same financial rules and KPI structures. Model Reef enforces this consistency, allowing CFOs to compare companies on margins, revenue growth, cash usage, and working capital. This highlights operational strengths and weaknesses across the portfolio. Boards gain clearer insight into which business units are creating or eroding value. Teams can set benchmarks that drive accountability and performance improvement. These benefits make Model Reef a powerful platform for performance benchmarking.

Strategic finance planning improves when CFOs can see long-term impacts across all business units simultaneously. Model Reef links assumptions, forecasts, and KPIs into one forward-looking model. This enables CFOs to evaluate investment priorities, growth scenarios, headcount plans, and cost strategies with confidence. Finance teams collaborate using one system rather than fragmented spreadsheets. Boards receive clearer insights during planning cycles. These advantages help CFOs lead more effective strategic finance planning across the portfolio.
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Explore related workflows for CFOs and finance teams.

Model Reef expands forecasting into full financial control across reporting, consolidation, and valuation.

chart-circle-icon Business pursuing M&A

Model acquisitions, synergies, and integration with connected assumptions.

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forecasting-icon Companies in cash burn positions

Monitor liquidity, runway, and capital needs in real time.

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model-building-icon Multi-Entity Consolidation

Standardise and consolidate results across every entity.

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chart-circle-icon Providing banks 3-statement models

Produce lender-grade, reconciled 3-statement forecasts instantly.

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Explore all Model Reef use cases for CFOs.

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One view of the entire portfolio.

Model Reef transforms fragmented models into a unified forecasting ecosystem - giving CFOs the clarity, control, and confidence to lead at scale.

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Trusted by clients with over US$40bn under management.