Is cloud waste holding back the EBITDA, cash flow and valuation of your portfolio companies?
Find the cloud savings across your portfolio, and a plan to turn them into EBITDA
For many software and data businesses, cloud is one of the largest costs and one of the least managed. We review the cost data of each portfolio company, estimate what can be saved, and give each company a prioritized plan to capture it, with the effect on EBITDA, cash flow and valuation set out for your operating partners. Fixed fees, nothing paid upfront, and no resale or savings commission.
Your team's time: a scoping call and the readout. Each portfolio company: about 2 hours to send its billing data, more only if it chooses the 100-Day Value Program.
- Price
- From $5,000 for 5 companies
- Timeline
- Portfolio estimate in 10 business days
- Data
- Billing data first, read-only access later
- You get
- Savings, EBITDA effect and a plan per company
Is this right for you?
A good fit if
- You hold software, data or digital businesses that each spend $250,000 or more a year on AWS or Google Cloud.
- Your value creation plans cover pricing and headcount, but nobody has looked hard at cloud cost across the portfolio.
- Cloud is a large part of cost of revenue in your portfolio companies, so every saving shows up in gross margin and EBITDA.
- You want the same view of every company, so operating partners can see where the money is and which company to act on first.
- An exit or a refinancing is coming and you want recurring savings in the numbers before then.
Probably not for you if
- Most of your portfolio runs on Azure. We do not cover it today.
- Your portfolio companies spend under about $100,000 a year each on cloud. The savings rarely justify the work.
- You want changes pushed into a company's production systems without its team reviewing them.
What you walk away with
The savings in every company, estimated
For each portfolio company, a savings range built from its own billing data, ranked so your operating partners know which companies, and which actions, are worth the most.
The effect on EBITDA, cash flow and valuation
Recurring savings go straight to EBITDA and free cash flow. We show the annual effect per company and, at the exit multiple you choose, what it adds to enterprise value.
A plan each company can run
A prioritized 12-month plan per company, with owners, effort and timing, written for its engineers and its CFO, so the savings are captured rather than just reported.
What is included
What the service covers. Each package under Pricing lists exactly which of these it includes and how much of your estate it covers.
Portfolio savings estimate
Each company's cloud spend analyzed from its billing data: waste, rightsizing, commitments, storage, data transfer and data platform costs, turned into a savings range per company.
EBITDA and valuation bridge
Annual savings per company, split recurring and one-time, translated into EBITDA, free cash flow and enterprise value at the multiple you give us. Illustration: a company that removes $400,000 a year of cloud waste adds $400,000 to EBITDA, worth $4M at a 10x multiple.
Portfolio heat map
Every company on one page: cloud cost as a share of revenue, estimated savings, effort and confidence, so the companies to act on first are obvious.
Commitments and contracts
Savings Plans, Reserved Instances, committed use discounts and enterprise discount agreements across the portfolio: what is underused, what expires soon, and where a portfolio company is paying list price it should not be.
Data platform and AI spend
BigQuery, Databricks and Snowflake costs and GPU and AI model spend, which often grow faster than revenue and are rarely owned by anyone.
A plan per company, by our team
For each Company Value Plan our FinOps Engineers scan the company's accounts read-only, and our FinOps Practitioners turn the findings into a prioritized plan with owners and fixes its engineers can ship.
The same method across the portfolio
One method, one report format and one scoring for every company, so results can be compared, tracked quarter by quarter, and repeated for each new acquisition.
What we hand over
- Portfolio summary for operating partners: total savings range, EBITDA effect, companies ranked
- Portfolio heat map: cost as a share of revenue, savings, effort and confidence per company
- Per company: savings range, EBITDA and cash flow effect, and enterprise value at your multiple
- Per company (Company Value Plan): findings workbook and a prioritized 12-month plan with owners
- Fixes written as Terraform changes, runbooks or Jira tickets for the company's engineers
- Commitment and contract schedule with expiry dates and underused commitments
- Board-ready one-page summary per company
- Readout with your operating partners, and one with each company that takes a plan
How it works
Week 0
Scoping call
Thirty minutes on the portfolio: which companies, their clouds and rough spend, the multiple you want us to use, and who at each company we should talk to. You get a written quote.
Week 1
Each company sends its billing data
We send each portfolio company its own secure upload links and the Data upload help page. Each sends its billing export, or invoices and a monthly cost report if it has no export. Companies never see each other's data.
Weeks 1 to 2
Portfolio estimate
Our team estimates the savings in every company, builds the EBITDA and valuation bridge and the portfolio heat map. Halfway, you get a first look at the companies with the most to gain.
End of week 2
Readout with your operating partners
We walk through the portfolio summary and recommend which companies should get a Company Value Plan first.
About 3 weeks per company
Company Value Plans
For each company you choose, a read-only scan of its accounts, a findings workbook, a prioritized 12-month plan with owners and fixes, and a readout with its leadership.
The next 100 days
Capture the savings
On the 100-Day Value Program we work with the company's team every week until the plan ships, track every saving in a ledger and report to its board. After that, FinOps-as-a-Service keeps it running if the company wants.
Pricing
One fixed fee per engagement, agreed before we start, with no upfront payment: 50% is invoiced at the halfway point (the first look for the Portfolio Estimate, the first-look call for a Company Value Plan, week six of the program) and 50% on completion. We invoice the fund or each portfolio company, as you prefer. Prices are in US dollars and exclude applicable taxes.
Portfolio Estimate
Up to 5 portfolio companies, from their billing data, 10 business days
More companies: $1,000 each
$5,000USD, one-time
- Savings range for every company
- EBITDA, cash flow and valuation bridge per company
- Portfolio heat map and companies ranked
- Commitment and contract schedule across the portfolio
- Readout with your operating partners
Company Value Plan
One portfolio company: billing data plus a read-only scan, about 3 weeks
Company cloud spend up to $5M a year
$7,500USD, one-time
- Read-only scan of the company's accounts
- Findings workbook with every saving priced
- Prioritized 12-month plan with owners, effort and timing
- Fixes as Terraform changes, runbooks or Jira tickets
- Board-ready summary and a readout with the company
100-Day Value Program
One portfolio company: we work with its team until the plan ships, about 13 weeks
Company cloud spend up to $5M a year
$15,000USD, one-time
- Everything in Company Value Plan
- Weekly working session with the company's engineers
- Commitments bought after rightsizing, the company approving every purchase
- Savings ledger: shipped, recurring and one-time
- Board KPI pack at day 100
- Portfolio pricing on Company Value Plans and Programs: 15% off for three or more companies in 12 months, 25% off for six or more.
- The full Portfolio Estimate fee is credited against the first Company Value Plan if it starts within 60 days.
- Buying a new company? We can run the same review on its billing data from the data room before you close. Book a call for a quote.
- A company spending more than $5M a year on cloud, or a portfolio of more than 20 companies? Book a call for a quote.
Three times the fee, or your money back
If a Company Value Plan does not identify at least three times its fee in annual savings, estimated conservatively from the company's own billing data, we refund the fee in full. It is written into the order, and the company keeps the plan either way.
The data we need from you
Everything starts from each portfolio company's own billing data. For the Portfolio Estimate that is all we need; a Company Value Plan adds read-only access to that company's accounts. Each company sends its data directly to us, and companies never see each other's data.
- Billing data from each company, at least 3 and ideally 12 full months: the AWS Cost and Usage Report or the Google Cloud detailed billing export. A company without an export can send 12 monthly cloud invoices and a monthly cost report by service and by account instead.
- Context for the bridge: each company's revenue and EBITDA for the same period (or let us use your own figures), and the exit multiple you want us to apply.
- Optional: each company's enterprise discount, private pricing or data platform contracts, so savings are priced at the rates it actually pays.
- For a Company Value Plan: read-only access to that company's accounts, set up exactly as for the Cloud Cost Audit.
How it reaches us: Each portfolio company gets its own secure, customer-specific upload links and its own storage, so no company can see another's data. Uploaded files are stored encrypted in Finitizer's Google Cloud environment in the US, used only for this engagement, deleted automatically 90 days after upload, and deleted sooner on request.
Step-by-step: how to export and upload this dataAccess and security
Built for a portfolio: each company's data kept apart, each company in control of its own access, and the portfolio view shared only with the people you name.
- We sign an NDA with the fund, and with each portfolio company if it asks, before any data is shared.
- Each company's data is kept in its own storage; the portfolio summary shows each company's results, never another company's raw data.
- The Portfolio Estimate needs no access to any company's cloud accounts: billing data only.
- For a Company Value Plan, read-only access uses the same setup as the Cloud Cost Audit: one CloudFormation stack per AWS account or a short script in Google Cloud, no keys, no write permissions, and explicit deny rules on reading data. The company can remove it at any time.
- We are independent: we resell no cloud and take no commission on what a company buys, and no company has to buy the Finitizer platform.
Who does the work
A team of FinOps Engineers and FinOps Practitioners. The Finitizer platform does the scanning; the team does the judgment, and every finding is reviewed, priced and explained by a person before you see it.
FinOps Engineers
Connect the read-only access, run the analysis on the Finitizer platform, write the Terraform changes, SQL rewrites and reservation commands, and check every number against your bill.
FinOps Practitioners
FinOps-certified. Review and rank every finding, run your review calls and readouts, build the reporting and the practice around it, and lead the training.
Frequently asked questions
How does cutting cloud cost raise a company's valuation?
A recurring saving lowers operating cost every year, so it adds to EBITDA and free cash flow one for one. Companies are usually valued at a multiple of EBITDA, so each dollar of recurring savings is worth that multiple at exit. Illustration, not a promise: a company that removes $400,000 a year of cloud waste adds $400,000 to EBITDA, worth $4M at a 10x multiple. One-time savings help cash but not the multiple, so we always show the two apart.
Is the savings estimate a promise?
No. It is a range, estimated conservatively from each company's own billing data, with our confidence for each company. The Company Value Plan carries a written guarantee: if it does not identify at least three times its fee in annual savings, the fee is refunded.
What does each portfolio company have to do?
For the Portfolio Estimate, send its billing export through the upload links we give it, which takes about two hours with the Data upload help page. For a Company Value Plan, also deploy a read-only role with our engineer on a short call and join a readout. Nothing else unless it takes the 100-Day Value Program.
Will the portfolio companies' teams see this as a burden from the fund?
We work with each company's engineers and CFO directly, give them fixes they can ship rather than a list of complaints, and credit the savings to their teams in the reporting.
How do you keep each company's data separate?
Each company uploads to its own storage with its own links, and its data is used only for its own analysis. The portfolio summary shows each company's results side by side; it never shares one company's raw data with another.
Can you review a company before we buy it?
Yes. During diligence we run the same review on the target's billing data and contracts from the data room, usually in five business days, with the run-rate, the commitments it is locked into and the savings plan your model can use. Book a call for a quote.
What if some portfolio companies are on Azure, not AWS or Google Cloud?
Azure is not covered today. We cover AWS and Google Cloud, including BigQuery, plus Databricks, and we will tell you on the scoping call which companies we can and cannot review.
Do you resell cloud or take a share of the savings?
No. Our fees are fixed, we resell nothing and take no commission, so nothing in the estimate is shaped by what a company might buy afterwards.
What happens after the 100 days?
The company keeps the plan, the fixes and the savings ledger. If it wants the program to keep running, FinOps-as-a-Service continues it for a flat monthly fee, and Commitment Management keeps its Savings Plans and Reserved Instances right.
How do we pay, and who is invoiced?
Nothing is paid upfront. Half of each fee is invoiced at the halfway point and the other half on completion. We invoice the fund or each portfolio company, as you prefer, by card or bank transfer.
Ready to start?
Pick a package above, or book a free 30-minute call and we will tell you which one fits, or whether you need one at all. From $5,000, one-time fee.