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Learn more about how Consero is solving the most complex challenges in the finance function in an accelerated timeline.

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  • Accounting Software
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  • CFO Support
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  • Finance & Accounting
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  • Financial Leadership
  • Investment Managers
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  • Metrics
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CASE STUDY robertson stephens image
Case Study

How Consero gave Robertson Stephens a reliable finance & accounting function so they could focus on their next era of growth

ROBERTSON STEPHENS® With the sponsorship of Long Arc Capital, Robertson Stephens Wealth Management (“Robertson Stephens”) declared a new era for the firm, assembling an accomplished ...
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CEO / CFOInvestors

Startup Funding Continues to Fall: How FaaS Can Help Boost Efficiency and Lower Costs for Investor-Backed Startups

After peaking at the end of last year, venture capital funding in North America has started to decline. Total venture dollar volume for the quarter ...
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Private Equity

Why Emerging Hedge Fund Managers Are Turning to Outsourcing

As the hedge fund industry grows and evolves, the fortunes of emerging managers are coming into sharper focus. While many larger funds have weathered the ...
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CEO / CFO

Driving Change Through Finance & Accounting What Issues Are CFOs Grappling with Today?

A company’s need for an optimized and rigorous finance and accounting (F&A) function becomes critical after it closes an investment from private equity and venture ...
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Whitepaper How Venture Backed Companies Can Remain Funding Ready
Whitepaper

How Venture-Backed Companies Can Remain Funding Ready

An e-book exploring the differences between private equity and venture capital along with steps VC-backed firms can take to be funding ready at all times. ...
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CEO / CFOPrivate Equity

How CFOs Can Better Manage Key Relationships

Consero’s COO and CFO Mike Dansby recently served as the moderator for a panel hosted by The CFO Leadership Council’s Austin Chapter. Members of the ...
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CEO / CFOPrivate Equity

Planning a Successful Exit: 8 Steps to Remain Funding Ready (Part II)

In our last article we explained the differences between private equity and venture capital, along with the various stages of venture capital financing. In this ...
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conser art
CEO / CFOPrivate Equity

Planning a Successful Exit: Understanding the Various Stages of Venture Capital Financing (Part I)

Like kindling to a campfire, most startup businesses need capital in order to grow. This capital comes in two main forms: debt and equity. Debt ...
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CEO / CFOPrivate Equity

Understanding the Various Stages of Venture Capital Financing

Like kindling to a campfire, most startup businesses need capital in order to grow. This capital comes in two main forms: debt and equity. Debt ...
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CEO / CFO

2022 CFO Outlook Survey: CFOs Are Optimistic, Despite Ongoing Growth Obstacles

A recent survey of middle market CFOs contains both good and bad news for business leaders. First, the good news: More than a third (66%) ...
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CEO / CFOPrivate Equity

How to Realize Value from Cloud Computing

Cloud computing has come a long way in recent years as business leaders have overcome initial concerns about the security of storing and transmitting sensitive ...
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conseroglobal
CEOCEO / CFO

Talent Migration: Attract and Retain Skilled Finance & Accounting Talent

Attracting and retaining talent remains a huge challenge for businesses as the nation begins to emerge from the upheaval of the pandemic. According to the ...
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CEOCEO / CFO

Why Focusing Early on Due Diligence and Audit Preparedness is Critical to a Successful Exit

Owners and CEOs often don’t think about due diligence and audit preparedness during the early stages of the business startup. But maybe they should. Research ...
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CEOCEO / CFO

How to Manage Your Board Relations More Effectively

As a CFO, your corporate board of directors is one of your most important constituencies. Therefore, it’s critical to manage board relations carefully and strategically ...
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Whitepaper Four Tenets of Finance as a Service FaaS A New Standard of Service
Whitepaper

Four Tenets of Finance as a Service (FaaS): A New Standard of Service

With the proliferation of companies selling “Finance as a Service” (FaaS) options, it may seem as if FaaS is merely a new marketing term for ...
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Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons