Solutions

Accelerate value creation in accounting roll-ups

Private equity backed roll-ups need to integrate fast and scale efficiently. Visory provides the operational infrastructure that turns acquisitions into a unified, high-margin platform from day one.

The roll-up challenge

Every acquisition brings different systems, processes, and culture. Integration takes longer than planned, synergies are slower to materialise, and the operational complexity compounds with each deal. The thesis depends on creating operating leverage, but the execution is manual and fragile.

18mo
Average integration timeline
40%
Synergies delayed or unrealised
2.5x
Revenue multiple target

How the platform accelerates value creation

⏱️

Compress integration timelines

New acquisitions deploy onto proven workflow infrastructure immediately. Integration shifts from rebuilding processes to configuring an existing platform.

💰

Margin expansion from day one

AI agents handle execution-layer work across every portfolio firm. The margin improvement compounds with each acquisition rather than requiring proportional headcount.

Portfolio-level reporting

Unified operational data across all portfolio companies. Real-time visibility into performance, capacity, and quality metrics for investment committee reporting.

The investment thesis, operationalised

From labour arbitrage to technology leverage.

Traditional roll-up models rely on back-office consolidation and headcount reduction. The Visory platform enables a fundamentally different approach: each acquisition gains AI-powered operating capacity across accounting, bookkeeping, payroll, and compliance that improves margins without cutting teams.

Standardised operating model across portfolio

Predictable margin expansion per acquisition

Technology moat that increases exit multiples

PORTFOLIO OPERATING MODEL Visory Platform Firm A +28% Firm B +34% Firm C +22% Firm D +31% MARGIN EXPANSION PER ACQUISITION

Talk to us about your roll-up thesis

We work with PE firms and their portfolio companies to deploy AI infrastructure that accelerates value creation.

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