All posts
Aziell Author

Aziell Investor Desk

GP contributor network

The Aziell Investor Desk is the collective byline for posts written from the fund-side perspective: portfolio monitoring, LP reporting, value-creation planning, covenant discipline, exit readiness. Posts under this byline are contributed by practicing GPs and portfolio-operations leaders working with SMB-focused funds, and reviewed by Aziell's internal team before publishing. Specific contributor names appear on posts when a contributor chooses to be attributed individually.

Expertise
Portfolio monitoringLP reportingValue creation planningSMB / ETA underwriting

Posts by Aziell Investor Desk

3 posts
aziell.com — Budget_FINAL_v7.xlsxlast edited 23 days agoBranch 1Branch 2Branch 3Branch 4CONSOLBranch 7 v2 USEOLD_DO_NOTAccountJanFebMarAprMayJunRevenue$10k$11k$12k$13k$14k$15kCOGS$13k$14k$15k$16k$17k$18kLabor$16k$17k$18k#REF!$20k$21kRent$19k$20k$21k$22k$23k$24kUtil.$22k$23k$24k$25k$26k$27kSupplies$25k$26k$27k$28k$29k$30kMktg$28k$29k$30k$31k$32k$33kMgmt$31k$32k$33k$34k$35k$36kOther$34k$35k$36k$37k$38k$39kWhich one is right??Ops has $42k gap onBranch 7 — CFO filesays $38k. Third copyin Google Drive says$46k. HELP.
Portfolio operations·9 min

The Portco Finance Stack Problem in Lower-Middle-Market PE

Most emerging funds don't feel the portco-reporting problem until portco four. Then they feel it every month. Here is why it happens, what it costs, and why building your way out almost always fails.

April 20, 2026
aziell.com — DashboardQ2 2026EBITDA$1.84M+12.4%PRIME COST58.6%-180 bpsLEASE COV.11.2×+0.4×DSCR1.42MONTHLY EBITDA · 12MCFO COPILOTRefinance SBASave $32k/yrRaise Tier-2 priceSave $120k/yrShift consolid.Save $48k/yrSee math
LP operations·8 min

LP Reporting Without Excel: Standardized Templates for SMB-Focused Funds

Every emerging fund burns one week per quarter assembling LP packs in Excel. Here is how to generate the same artifact — better — directly from your live portfolio data.

April 14, 2026
aziell.com — Onboarding · 5 steps≈ 30 minutes total1Connect QuickBooksOAuth · 24mo history~5 MIN2Map branchesLocation → branch~5 MIN3Review COAAuto-classified~5 MIN4Build planDriver-based~5 MIN5Export board packPDF · branded~5 MINNEXT MORNINGCFO Copilot surfaces your first recommendation set — $212k of annual EBITDA opportunity.
Search fund / ETA·9 min

The Search Fund / ETA Operator's Day-1 Finance Playbook

The first 90 days as a new search-fund operator are where most finance foundations get laid — or quietly compromised. Here is the day-1 playbook, built for operators who don’t yet have a controller.

April 2, 2026