Every lever Portco Solutions pulls across a portfolio company — purchasing, fuel, energy, waste, insurance, captives, benefits strategy, PEO/ASO/EOR structure, payroll, and HR — feeds the same handful of numbers your fund is underwriting to: Cash Flow, ROIC, MOIC, EBITDA, and IRR. This page is the map of how they connect.
This is the level of detail PE operating teams actually work from — not just "we cut costs," but exactly which line and exactly which metric.
Payroll, HR administration, and ongoing vendor management run underneath every lever above — they're the connective tissue that keeps savings from eroding after the first year.
The programs above don't improve one metric in isolation — they move through the P&L in a predictable sequence.
A durable reduction in fuel, benefits, payroll, or vendor spend shows up immediately as freed-up Cash Flow — before anything else changes.
A dollar of OpEx removed doesn't just help this year's P&L — it flows to EBITDA, and EBITDA gets multiplied by whatever multiple the platform trades at.
Illustrative example only. Actual results depend on your platform's specific multiple, deal structure, and how durable the underlying savings are.