Resources

Funding Events

How to Get Venture Capital Funding at Every Stage [8 Proven Steps]

Take these steps now to simplify future fundraising.
CEO / CFO

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 ...
Business meeting in a professional setting
CEO / CFO

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

Venture capital companies have an insatiable appetite for cash. It takes capital to invest in the technology, R&D, new product development and staff needed to ...
CEO / CFO

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 ...
Title card for Consero and Springbrook webinar
Events and Webinars

How Springbrook Software Rapidly Built a Scalable Finance Function During Private Equity Carve-out

Jared Hale, CFO of Springbrook Software (acquired by Accel-KKR), shares his experience with an unsteady finance function, the challenging impact of a Carve-Out scenario on ...
CEO / CFO

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 ...
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%) ...
CEO

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 ...
Events and Webinars

How to Raise VC Funding: Founder Shares Playbook from Seed to Series B

A founder shares advice on fundraising, due-diligence prep, and the value of bringing in seasoned finance partners.
CEO

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 ...
CEO

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 ...
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 ...
Finance as a Service

5 Powerful Advantages of Finance as a Service (FaaS) for Investment Management Firms

Consero’s Finance as a Service (FaaS) is a fully-managed back office solution that blends leading financial technology and a skilled finance & accounting team designed ...
Article

How FaaS Can Help You Win the War for Talent

The phrase “war for talent” was coined by McKinsey & Co. in the late 1990s to describe an environment where competition among employers for skilled ...
Video

Consero’s Finance as a Service (FaaS) includes a fully integrated software platform called Simpl®.

For growing middle-market businesses, supporting financial operations is tough. You want to make good business decisions, provide the right insight and guidance, invest wisely, and ...

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