In this episode, hosts Emily Sander, Ed Barton, and Rory Liebhart dive deep into one of the most powerful tools for leadership teams and private equity-backed companies: The Flash Report.

What You’ll Learn:

• What a Flash Report is and why it’s a game-changer for leadership transparency and decision-making.
• How to structure a Flash Report using frameworks like Balanced Scorecard, OKRs, or EOS.
• Why Flash Reports improve communication with boards, investors, and internal teams.
• Real-world examples of key metrics and narrative sections that make Flash Reports effective.
• How to avoid common pitfalls—like overcomplication or inconsistent data—when implementing a Flash Report.
• The role of a Chief of Staff in driving and maintaining a Flash Report process.

Key Topics Discussed:

• Emily kicks off with a fun trivia round, leading into the core topic: the Flash Report. Ed provides a high-level definition and shares how the Flash Report helped align teams and improve communication with private equity partners.
• The hosts discuss how Flash Reports foster transparency, save time in meetings, align teams with strategic goals, and help leaders make data-driven decisions quickly.
• Ed explains how the Balanced Scorecard methodology informed their Flash Report structure, emphasizing the importance of connecting metrics to strategic initiatives.
• Rory and Emily highlight how Flash Reports can be tailored to any industry—whether SaaS, lending, manufacturing, or services—by focusing on the metrics that truly drive the business.
• The team shares a sanitized example Flash Report, breaking down each section:

1. Quantitative Metrics: KPIs across four perspectives (Learning & Development, Internal Process, Customer, Financial).
2. Qualitative Updates: Brief narratives from department leaders.
3. Strategic Initiative Updates: Quick status reports on key projects.

• The hosts wrap up with actionable advice:

1. Start simple—don’t overcomplicate.
2. Ensure data accuracy and consistency.
3. Use the Flash Report to tell a story, not just recite numbers.
4. Leverage the Chief of Staff or a cross-functional leader to maintain the process.

Links Mentioned:
Flash Report Template

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Who Are We?

Three insiders. One mic. All things private equity — explained. Hi 👋 We’re Ed, Rory, and Emily — a CEO, a CFO, and a Chief of Staff — here to demystify the world of private equity. Between us, we’ve sat in the founder’s chair, run PE‑backed companies, and worked on the deal side, so we know the wins, the pitfalls, and the jargon (and we’ll explain it).

Through the Private Equity Experience Podcast, our book On‑Ramp to Exit, and a library of free tools and templates, we share real‑world stories, practical strategies, and insider insights to help you navigate every stage of the PE journey — whether you’re leading a portfolio company, joining a deal team, considering PE, or just PE‑curious.

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