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Connecting customer and finance data 

Exit Data Readiness For PE-Backed Businesses

We put the KPIs which define your multiplier (ARR quality, retention, growth) on a governed data foundation, so the equity story stands up to buyer scrutiny and the advisors running your exit can take every number at face value.

WHY IS EXIT DATA READINESS IMPORTANT?

Addressing the three ways exits lose value due to their data. 

Buyers now expect clear, granular evidence of how a business creates value without it they may discount or walk away. Industry research on exit readiness keeps surfacing the same three critical data failures. 

72%1
of private equity firms identify weak data and KPI reporting as the biggest finance issue at exit.
The failure

Each function measures something different: Finance tracks book of business and recognised revenue, Sales tracks closed won, Product attributes sales to components with its own logic. None of it reconciles. An exit is a rigorous test of information quality; numbers that cannot be verified see confidence erode exactly when scrutiny peaks.

What we enable
✓One agreed definition per KPI (ARR, GRR, NRR, churn), enforced in the data layer, not in slide footnotes
✓ARR reconciled to IFRS 15-recognised revenue: one auditable bridge from Commercial to Finance
✓Board pack, management accounts, and data room all read from the same governed numbers
The governed workspace, live One number, every view
NowVertical
REVENUE INTELLIGENCE
Overview Revenue Demand Accounts Customer Expansion Journey
Live intelligence
Updated to Jul 2026
OVERVIEW
Executive overview
Filters Action centre 4
LTM to Jul 2026▾ All regions▾ All tiers▾ All sectors▾ All products▾ Reset
Closing ARR
£133.9m
↑8.5%£123.4m opening
Recognised revenue
£127.6m
↑7.2%IFRS 15 · reconciled to ARR
Gross retention
89.1%
↓0.9%90% operating threshold
Net retention
104.9%
↑4.9%including expansion
Weighted pipeline
£29.4m
↑1.3%£29m target
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TIER 1
£52.6m
GRR 92.1% · NRR 111.2%
TIER 2
£31.2m
GRR 90.4% · NRR 106.8%
TIER 3
£20.1m
GRR 88.9% · NRR 103.5%
TIER 4
£14.6m
GRR 87.2% · NRR 100.9%
TIER 5
£9.3m
GRR 85.6% · NRR 97.4%
TIER 6
£6.1m
GRR 82.3% · NRR 93.3%
Value and compounding signal · Tier 1–2 hold 63% of closing ARR
Priority signals
RETENTION£9.9m churn riskOpen
EXPANSION£26.5m uplift identifiedOpen
FORECAST£29.4m weighted pipelineOpen
The NowVertical revenue-intelligence workspace · representative demonstration data
65%2
struggle to reflect their value creation initiatives accurately in the numbers they report.
The failure

Retention programmes, pricing moves, and cross-sell plays are claimed in the equity story but the business operations don't bridge directly to what finance reports or what revenue is recieved. What buyers cannot verify, they discount.

What we enable
✓Growth decomposed into its true drivers: expansion within the base, new business, and genuine churn, rather than one headline figure taken on faith
✓Every movement rolled up to parent-group level over multi-year history, typically five years, so the trajectory is defensible, not a snapshot
✓Each initiative (retention saved, pricing uplift, cross-sell) isolated as a reconciled line, so value added is proven before the price is negotiated
The growth narrative, decomposed Every movement attributed
REVENUE
ARR bridge · group level · FY22–FY26
FY26 · parent level▾All initiatives▾
Growth Loss Total ARR 123.4 +9.6 +6.8 −2.1 −3.8 133.9 Opening Expansion New business Contraction Churn Closing
Expansion +9.6 · pricing & renewal uplift programme New business +6.8 · demand generation Churn −3.8 · retention programme in flight
Not "ARR grew 8.5%" on faith: 7.8pts expansion in the existing base, 5.5pts new business, offset by 4.8pts attributed churn and contraction. Parent-group level, five years of history. Illustrative.
41%3
lack the data granularity needed to substantiate their equity story.
The failure

Buyers test the equity story through detailed drill-downs across operations, products, geographies, and industry segments. A business that cannot go below the headline number loses the room, and slow or inconsistent answers read as weak reporting discipline.

What we enable
✓Every KPI re-cuts by parent group, product, region, industry segment, tier, and vintage cohort
✓Drill from group retention to the accounts and movements driving it
✓Detailed buyer questions answered with speed and precision, in hours rather than war rooms
Three levels in two clicks Same governed number at every grain
RETENTION
Retention explorer · drill-down
LTM to Jul 2026▾All tiers▾All industries▾
Group net revenue retention 107.4%
↳Cut by region
North America
108.6%
EMEA
107.2%
APAC
106.9%
LATAM
103.4%
↳Cut by operating parent · LATAM
Regional bank group$388K108.9%
Brazilian retail group$301K104.2%
LatAm mining group$412K96.8%
The drill-down that substantiates the story, down to the account at risk
1, 2, 3 EY Private Equity Exit Readiness Study. Platform figures illustrative
Value during the hold

Build enterprise value through the hold period

The data foundation shows leadership what is driving the business, and hands them the levers to act: where to grow, where to take out cost, where risk is building.

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Why exit data readiness

An exit is a rigorous test of information quality.

Buyers want a clear, credible, granular view of how the business creates value, and discount what they cannot verify. Ready assets evidence value on their own terms, and keep control of timing and outcome.

What readiness requires and how we deliver it
High-quality data

Multi-year history rebuilt, reconciled to source, and quality-tested on every run.

Strong reporting capability

Board pack, management accounts, and data room produced from one governed layer.

Metrics aligned to financial outcomes

ARR reconciled to recognised revenue; every initiative mapped to the movements it drives.

First step: a deep-dive data diagnostic →
Where we fit
The valuation chain
The result: a multiple you can defend
↑ evidence buyers can verify
The exit professionals run the process
DiligenceAuditValuationQofE
↑ ingestion-ready datasets, no rework
Governed data & KPI layer NowVertical
One definition, enforcedLineage to sourceMulti-year historyAutomated DQ
↑ cleansed · reconciled · tested to source
YOUR SOURCE SYSTEMS AND OPERATIONS
CRMERPBillingPlanningMarketing
Your team
Runs the business on the numbers
NowVertical
Builds & governs the data and KPI foundation
The exit professionals
Consume it to run diligence, audit, and valuation
Proven in a live exit process

A PE-backed market intelligence business, preparing for its valuation event.

A global B2B recurring-revenue business, backed by a leading European private equity firm, had rich CRM data but no reconciled ARR view, no governed retention metrics, and no customer hierarchy. We built the foundation that let its external diligence and valuation advisors work straight from governed data, satisfying the full request list.

Read the case study
Multi-year ARR bridge
Nine reconciled movement components, sliceable by any segment
GRR / NRR to one definition
Agreed across Finance, Sales, and Product, at parent-group level
Customer hierarchy
Global ultimate parent roll-up across 100% of ARR
Advisor-ready datasets
Consumed directly by the client's external advisors, no rework
Data readiness capabilities

One commercial data model holds it all together.

The same readiness gaps surface in almost every PE-backed B2B business. Each one erodes buyer confidence in diligence, and each one is closed by a capability of the commercial data cube.

Explore the solution →
AThe challenges we keep finding
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CKey pillars of the valuation-ready data foundation
Defensible · auditable · ingestion-ready
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B2B RECURRING-REVENUE COMPLEXITY

We address the inherent complexity in B2B recurring-revenue KPIs

Structurally hard
SOLVED BY NOWVERTICAL
Account hierarchies

Enterprise customers buy through dozens of billing entities. A contract moving between subsidiaries reads as churn plus new business, so retention is wrong at every level except the true parent.

✓

Every billing account resolved to its global ultimate parent, so retention, concentration, and whitespace are computed where they’re true.

Product bundles

Expansion hides inside renewals. Bundle swaps, substitutions, and repackaging blur what actually grew, and the CRM only ever sees the total.

✓

Order lines unbundled: cross-sell, upsell, substitution, and down-sell isolated per product and per bundle.

Historic data

Backdated deals, cancel-and-replace, and mid-term amendments rewrite history at source. Last year’s ARR bridge won’t reconcile the same way twice.

✓

Movement logic governed in the data layer, with multi-year history rebuilt and reconciled to source: the same bridge, every time.

What you gain

Exit Data Readiness pays twice: during the hold, and at the exit.

The same governed foundation that satisfies buyer diligence runs the business better in the meantime. Four returns on one investment.

During the hold
01
A better business, sooner

At-risk accounts surfaced before they churn, pricing tested on evidence, cross-sell targeted where it lands.

02
Value banked before the process

Churn reduced and EBITDA lifted during ownership, with the fact base to prove exactly what drove it.

At the exit
03
A valuation you can defend

Every claim in the equity story substantiated with granular, verified data. What buyers can verify, they pay for.

04
Speed and control through diligence

Detailed buyer questions answered in days, not war rooms: timelines shorter, and exit timing kept in your hands.

Exit-ready data is built 12–24 months out — not in the data room.

A 45-minute walkthrough of the KPI framework, the governance behind it, and how it maps to a diligence request list.

Book a demo
NowVertical

Data, Analytics & AI. We make PE-backed B2B recurring-revenue businesses exit-ready.

© 2026 NowVertical Group. All rights reserved. PE & Due Diligence Reporting for B2B Recurring-Revenue Businesses