> WAYLIN PARTNERS
Forward Deployed Finance for private equity — engineers embedded inside your portfolio companies at every stage of the investment lifecycle, delivering Strategic FP&A.
We deploy directly inside portfolio companies as an internal extension of your finance team — building FP&A functions, architecting data pipelines, building AI augmented workflows, and leading technical accounting engagements that create measurable enterprise value. From day 1 post-acquisition through exit, we deliver the visibility PE ownership demands.
Forward deployed means we work inside your systems rather than through a data request list. Our team gets credentialed into the ERP, the BI stack, and the data warehouse, and is directly accountable to your internal deadlines — which is what separates working inside the business from an outside advisor who sends over PowerPoints and leaves behind tools that stop working once the engagement ends.
The complete finance and data stack PE-backed companies need to operate at institutional quality.
Bottoms-up budgets, rolling forecasts, board reporting, and interim finance leadership built for PE operating cadence.
Learn more →Scalable data pipelines, KPI dashboards, and BI implementations that turn fragmented ERP data into a single source of truth.
Learn more →Purchase accounting, ASC 606/842 compliance, audit preparation, and interim controllership for complex periods.
Learn more →Agentic AI systems, intelligent workflows, and custom-built tools — from AI agents that own entire processes to interactive dashboards engineered for your operations.
Learn more →The urgency and accountability of an owner, not a vendor.
Our Forward Deployed Finance Engineers are cross-functional across FP&A, data analytics, and technical accounting — and they deploy AI to multiply their output. One Waylin resource can own a three-statement model, oversee a BI dashboard build, and validate the balance sheet — replacing the multi-team overhead our competitors require.
We don’t produce assessments that collect dust. We sit in the chair, get the system access, log into the ERP, build the report, train the team, and own the outcome — leveraging AI to accelerate project delivery while validating and owning the result. Every engagement is measured against defined financial KPIs.
Every dashboard, model, and process we implement is documented and transferred to the internal team. We don’t create dependency — we create capability. When our engineers roll off, the finance function is stronger than when we arrived.
Deep experience across PE-backed industry verticals and the financial drivers that matter in each.