Five Elms Capital’s portfolio company Flywheel was faced with accounting practices that didn’t keep up with the company’s growth, but…
Investment Management
Your Back Office, Upgraded
Let us handle the administrative side of your business while you focus on growth.
Trusted By Innovators Who Don’t Settle
How We Work
Your Investment Firm’s Best Friend
Growing businesses often face outdated finance systems that can’t scale, lack senior industry expertise, and have weak controls with no backup support. They also miss crucial HR, payroll, and accounting integration.
Outdated systems bury critical data, while also lacking the scalability your business needs. This leaves your business exposed to risks that stifle growth and threaten stability.
Consero delivers a tailored, integrated accounting platform backed by investment management expertise, automated processes, and strong controls. Plus, our HR and payroll pros support your team, giving you the transparency and scalability to grow boldly and stay ahead.
Automate. Scale. Innovate. On One Platform.
From cloud accounting and customer invoicing to employee expense approvals, vendor billing, and detailed financial reporting—SIMPL® is the fully integrated platform that streamlines your entire finance operation.
Task management, workflows, and real-time KPIs offer deeper insights and better control. Plus, with its new AI-driven capabilities, SIMPL® not only simplifies your processes but also empowers smarter, faster decision-making for your business.
Ongoing Support
Scale Smarter
Growing fast but missing CFO muscle? Consero’s Finance as a Service (FaaS) for Investment Management Firms gives you expert financial leadership, without the full-time hire, to power your success.
Reclaim your time and sharpen your financial insights with Consero’s expert team. Our platform delivers proven controls, clear business intelligence, and strategic guidance, so you stay focused, agile, and on track to hit your boldest goals.
Explore how we help with:
Trusted By Teams
Your Peers Choose Consero
See why people like you count on Consero for building stronger finance operations.
“Consero provides the financial backbone that grows and changes alongside high-growth organizations, all the while offering critical financial planning and analysis support. I recommend getting in touch with them today.
“We are able to streamline not only processes but our organizational chart and try to be more thoughtful about it, and it is allowing us to grow without seeing that exponential cost just explode.
Start-Up & Launch Support
Launch Boldly. We’ve Got You.
Get ready to launch with confidence. Our expert team guides your every step—handling your admin so you can build your team, grow your portfolio, and deepen client ties.
From day one, we’re your strategic partner, clearing roadblocks so you focus on what matters: scaling your business. From banking setup and compliance to payroll, benefits, and insurance, we handle the details and simplify your offering documents and fund structure so you can focus on growth.
With us in your corner, complexity doesn’t stand a chance.
Payroll & HR Support
The HR Nitty Gritty? Covered.
The HR world moves fast, and small businesses can’t always keep up. We help you stay ahead of the herd with expert resources and hands-on support—so you don’t have to sweat compliance or payroll. Cut your risk, save time, and laser-focus on what drives your business.
We deliver smart, end-to-end payroll and HR support tailored to your needs. From benefits that attract top talent to seamless onboarding and ironclad compliance, we handle the heavy lifting. Focus on growth—while we keep your payroll accurate, benefits competitive, and risks in check.
Financial Records & Planning
Own Your Vision. We’ll Report In.
While you focus on what matters most to you, we handle your daily financial essentials, track deadlines, and ensure tax and accounting milestones hit on time. Get clear, timely reports that reveal the big picture while we coordinate smoothly with your tax team.
We keep your finances sharp—handling ledgers, cash flow, and capital accounts with care and precision. Monthly reports and budget tracking give you a clear, complete view of everything to drive growth. Plus, we coordinate flawlessly with your tax team to keep everything on track.
Billing & Payment Services
Secure. Streamlined. Paper-Free Finance.
With Finance as a Service (FaaS), your records are securely managed in the cloud—with electronic bill pay and digital storage built in. Say goodbye to paper receipts and hello to modern expense reporting.
We streamline your entire billing cycle with smart e-pay solutions and mobile expense reporting—cutting fraud risk and errors. Plus, we sync effortlessly with your fund administrator, so payments and collections stay smooth and on point.
Accelerate Your Growth
Fast-Track FP&A
Fast, precise, and built to keep pace with your growth—we get your F&A function firing on all cylinders.
- Integrated systems process transactions quickly and accurately
- Books closed in 3 to 10 business days with audit and diligence-ready financials
- Internal and external reporting needs met
- Integration with fund service providers
- Supporting executive focus on strategic initiatives vs. operational accounting
- Scalable to grow with you
Even More Benefits
Get Speed, and More
Consero’s Finance as a Service (FaaS) can integrate our services with your day-to-day operations with minimal disruptions in as little as 30 days—and that’s just the start.
You’ll also be poised for growth with:
- Connected data
- More time for strategic initiatives
- Audit and due diligence readiness
- Proven processes and controls
- Improved financial visibility
Resources
Stay Sharp. Lead Smarter.
Stay up to date with the latest insights, strategies, tools, and real-world examples to keep you ahead of the curve.
Learn how Tritium Partners tapped Consero's expertise before hiring a full-time portfolio company CFO, ensuring a smooth transition and strategic…
Jan 30, 2020
Consero helps PE-backed SaaS company resolve post-acquisition challenges and seamlessly integrate future acquisitions.
Contact Us
Get Finance That Works by Next Quarter
Speed matters. That’s why our team gets to know your business quickly. Configures what you need. And deploys everything in roughly 90 days.
Seriously.
From FaaS to Flex to Advisory, we stand up the service you need, without the slow, painful launch you’d experience elsewhere.