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47
Article

3 ways private equity firms get post-acquisition value creation

October 11, 2019
Private equity firms experience many problems in the post-acquisition period. The portfolio company is acquired, but now what? How do you turn the company into ...
47
Article

The best type of CFO for a private equity-backed company

September 16, 2019
When private equity firms invest in a company, it is inevitable that changes will be made. There are several key factors that they look for ...
Metrics

Beer with a CFO: Which KPIs your investors want to see

September 4, 2019
Tom Kieley, CEO and Co-Founder of SourceDay, sits down with Consero to discuss the most important KPIs private equity-backed companies with recurring revenue models need ...
Article

The carve-out conundrum: Effective steps to fast track the finance & accounting function

August 27, 2019
When a private equity firm carves out a business unit from its parent company, they’re left having to build a new infrastructure for that stand-alone ...
Back Office Holding Back 3
Article

4 Things private equity should look for in an outsourced provider

August 7, 2019
Many private equity firms are looking to outsource their finance and accounting needs. We have long since reached a point where using a third-party provider ...
Article

Why private equity firms are turning to professional finance and accounting providers

July 29, 2019
It’s relatively well known today that private equity firms always turn to ROI when they are contemplating making specific buying decisions. PE firms do this ...
Back Office Holding Back 3
Article

How private equity investors can get the most from their CFO

June 6, 2019
GPs may be eager to leverage the talents of portfolio company CFOs, but managing the tactical responsibilities of the finance department can interfere with the ...
Article

Why private equity firms get meaningful partnerships by outsourcing

April 22, 2019
Choosing to outsource accounting and the administration role is a huge decision for every private equity fund manager. With that in mind, we are here ...
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Article

Consero Global’s Inside the Portfolio Series: How Gimmal found a new gear

April 3, 2019
Gimmal’s private equity backers saw the potential for the records management company to transition from services to software, but first, Gimmal had to ensure the ...
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Article

What should private equity firms do if their portfolio companies are always late in providing financials?

March 18, 2019
In our cooperation with many private equity firms, we’ve realized one thing – they all have very similar problems with their portfolio companies. It is ...
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Article

5 Reasons Private Equity Firms use Finance as a Service (FaaS)

February 5, 2019
PE firms are turning to Finance as a Service (FaaS) partners to handle finance and accounting at portfolio companies.
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Case Study

Gimmal Scales Operations and Drops Costs by 25%

January 6, 2019
PE-backed software company meets complex reporting requirements and reduces spend with Consero's Finance as a Service.
What's Included in FaaS
What's Included in Advisory Services
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Austin, TX 78703
866.588.0495

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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