PE Readiness Track
PE-ready doesn't happen by accident. It's built — deliberately, strategically, and with the right partner in your corner.
The PE Readiness Track is transaction-focused work with a clear objective: get your company from "we think we're ready" to "we are ready." Survive due diligence. Present a clean financial story. Close at the best possible valuation.
Three Ways to Engage
Every company's situation is different. We structure our PE Readiness work to fit where you are.
Add to Active Retainer
Already a fractional CFO client? Add PE Readiness projects at a preferred rate.
Standalone Project
Already have a CFO but need transaction-specific expertise? Engage individual PE Readiness services as standalone projects.
The Full PE Sprint
Comprehensive end-to-end PE preparation in a single intensive 90–120 day engagement. Everything you need, one scope, one fee.
The PE Readiness Playbook
Six core offerings — engage them individually or as part of the Full PE Sprint.
PE Readiness Assessment
A comprehensive gap analysis across your financial operations, reporting quality, and organizational readiness. We evaluate where you are, identify what PE due diligence will flag, and deliver a clear 90-day roadmap with actionable priorities. This is where most PE journeys should start.
Data Room Build
Complete virtual data room organization, financial document preparation and formatting, legal and corporate document coordination, investor narrative development, and CIM support. Platform setup on Datasite, Firmex, or your platform of choice. Get your house in order before the deal.
Financial Model for Transaction
Three-statement integrated financial model with revenue build, cohort analysis, scenario and sensitivity analysis, and a valuation framework ready for investor scrutiny. Delivered in both lender-ready and investor-ready versions.
Quality of Earnings Prep
Internal QoE analysis, EBITDA normalization and add-back documentation, revenue quality and sustainability assessment, working capital analysis, and full preparation for third-party QoE review. No surprises at closing.
Capital Raise Advisory
Pitch materials and management presentation development, investor targeting and outreach strategy, process management and timeline coordination, term sheet review and negotiation support, and closing coordination. We ride with you start to finish.
Full PE Sprint
The premium, all-in-one engagement
The premium, all-in-one offering. Combines every PE Readiness service into a single intensive engagement for companies with an active LOI, an imminent process, or a board mandate to be PE-ready within a defined window. Dedicated attention. Accelerated timeline. Single scope and fee.
This is the engagement that puts Cowgirl Partners on deal tombstones.