R8 Labs Resource Library
Frameworks, playbooks, and operator guides — built from experience inside middle market portfolio companies.
The PE Operator's Guide to Working Capital Optimization
How to find and release $8–12M in hidden cash across your portfolio companies — frameworks, benchmarks, and intervention playbooks.
The First 100 Days: A Financial Diagnostic Framework for New Acquisitions
What to measure, what it means, and what to do about it — in the 100 days after close that set the trajectory for the entire investment.
Turnaround Triage: A 5-Step Framework for Distressed Portfolio Companies
When a portco misses plan by 20%+ and cash is tightening, the first 72 hours matter more than the next 90 days. This is the operating partner's triage framework.
Building an FP&A Function in a PE-Backed Company
Most middle market companies acquired by PE have no FP&A function. Here is how to build one from scratch in 90 days — without hiring an army.
The Pre-Close Financial Diligence Checklist
A concise, actionable checklist of the 25 financial data points to validate before closing a middle market acquisition. No fluff — just the list.
ERP Selection for PE-Backed Middle Market Companies
A practical guide to evaluating, selecting, and implementing an ERP system in a PE-backed company — without blowing the timeline or the budget.
The Middle Market KPI Dictionary
Definitions, formulas, and interpretation guidance for every financial KPI a PE-backed company should be tracking. A reference guide, not a narrative.
What Your PE Board Actually Wants to See
A practical guide to building a monthly board package that earns trust, surfaces issues early, and keeps meetings under 90 minutes.
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