CFO Ramp-Up: Pritzker Private Capital Sales Trigger

🚀 Battle Card: Pritzker Private Capital

• Andrew Petri, Chief Financial Officer · 🔗 LinkedIn

• The arrival of a seasoned finance leader signals renewed focus on fund accounting, compliance and reporting efficiency. → Source

• Disjointed month-end close across multiple portfolio entities

• Manual compliance and audit prep draining internal resources

• Primary: Financial Reporting Automation → Accelerate month-end close by up to 50%

• Expansion: Compliance Management Platform → Reduce audit prep time and risk

• HQ: Chicago, IL

• Employees: ≈ 50

• Rev: ≈ $100 M

• Website: ppcpartners.com

🤼 Competitive Intel

• Oracle NetSuite — ERP & FP&A
• Unique edge: End-to-end cloud suite for PE-backed firms
• Evaluated by CFO & Controller for integration depth

• BlackLine — Account Reconciliation
• Unique edge: Continuous close with real-time matching
• Evaluated by VP Finance for audit readiness

• Workday Adaptive Planning — Budgeting & Forecasting
• Unique edge: Built-in scenario modeling for portfolio companies
• Evaluated by FP&A team for strategic planning

• FloQast — Close Management
• Unique edge: MS Excel-native close workflow
• Evaluated by Accounting Lead for user adoption

• Sage Intacct — Core Financials
• Unique edge: AI-driven reporting and dashboards
• Evaluated by CFO for scalability

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Financial reporting automation❑
PROOF_METRIC  = ❑Accelerated month-end close by 50%❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Andrew
COMPANY     = Pritzker Private Capital
DEPT        = Finance
SIZE        = ≈10
BOTTLENECK  = disjointed month-end close across multiple portfolio entities
EVENT       = new CFO hire
DETAIL      = naming you as CFO
PAIN        = Manual compliance and audit prep draining internal resources
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250914494368&div=41152219
SIM_CO      = Pfingsten Partners
WIN_METRIC  = Accelerated month-end close by 50%
NEXT_SIZE   = ≈20
EMP_EST     = ≈50
REV_EST     = ≈$100M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈10-person Finance

Andrew—noticed your Finance team is ≈10.

That’s when disjointed month-end close across multiple portfolio entities slows growth.

We helped Pfingsten Partners fix this with Financial reporting automation.

Result: Accelerated month-end close by 50%.  
Quick call?

PS—next bottleneck hits ≈20.

DM ≤45 words, TONE:
Saw your post about naming you as CFO — Manual compliance and audit prep draining internal resources.  
Financial reporting automation. Accelerated month-end close by 50%.  
Quick chat?