Definitions
The language we use to do the work.
Clear definitions of finance, operations, and private equity terms used across the PIF Companies ecosystem.
Index
Jump by letter. Each entry is a working definition, not an encyclopedia article.
AI agent deployment in business operations refers to the process of implementing autonomous software agents that can execute multi-step workflows, such as processing invoices, routing support tickets, or generating financial reports, with minimal human intervention.
Cap table management is the ongoing administration of a company's capitalization table: the record of who owns equity, in what amounts, and under what terms.
An EBITDA bridge is a financial reconciliation that explains the change in EBITDA between two periods, typically from pre-acquisition to post-acquisition, or from one fiscal year to the next.
A fractional CFO is a senior finance executive who provides part-time or project-based CFO services to a company without joining full-time.
Outsourced back office is the delivery of core business operations (finance, HR, compliance, payroll, and administrative functions) by an external firm rather than an in-house team.
A PE portfolio operating model is the framework a private equity sponsor uses to support portfolio companies operationally after acquisition.
Revenue operations (RevOps) is the function that aligns sales, marketing, and customer success around a unified revenue engine: shared data, processes, and tooling across the entire customer lifecycle.
Series B readiness is the operational and financial state a company must reach before institutional investors will commit to a growth-stage round.
SOC 2 (System and Organization Controls 2) is an auditing framework developed by the AICPA that evaluates how a service organization manages customer data across five trust service criteria: security, availability, processing integrity, confidentiality, and privacy.