Effective CFO Investor Collaboration: A Win-Win Approach

Updated: April 29, 2024

In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies that you can implement in your own endeavors.

– David Acharya, Managing Director of Acharya Capital Partners

– Jennifer Mabe, CFO and Board Director

– Leon Chen, Managing Partner, Kayne Anderson Capital Advisors

– Tony Esposito, Managing Director, Consero

To learn more, visit us our website:  https://conseroglobal.com/request-a-consultation/

 

Related Resources

consero_inhouse_vs_outsource_infographic
Case Study

How private equity-backed AppleCare leveraged Finance as a Service to accelerate growth

AppleCare’s finance team wasn’t just missing out on insights contained within accounting data. It also had patient billing information tied to electronic medical records that ...
Pair of hands pointing to financial measurements
ArticleReporting

What challenges are faced after private equity funding?

Have you ever approached an investor for funding? If you did, then you know how challenging it can be to provide the relevant, insightful, and ...
Events and WebinarsFinancial Leadership

Mastering Metrics: Critical KPIs for Business Success

Consero's panel of experts discuss critical KPIs businesses need to focus on for sustainable success and growth.
Man with glasses and blue shirt sitting at desk
Accounting SoftwareArticle

When is it Time to Leave QuickBooks?

If you're thinking about leaving QuickBooks, then it may already be time. Companies tend to look for more scalable, automated solutions when growth and reporting ...
Colorized financial reports
ArticleReporting

7 Top Financial Reporting Challenges [+ Solutions]

The biggest challenges usually arise from having inadequate people, processes, or systems to produce meaningful reporting outputs.
ArticleFinancial Leadership

The 5 Laws of Cash Management in a Crisis

Everyone understands that cash management is a top priority when trouble hits, but the scale and intensity of the fallout from COVID-19 leaves little room ...

Finance as a Service

Cutting edge technology, processes, and people in a fully-managed solution to deliver precise financial visibility and improved operational scalability, plus a lower and more predictable cost structure. 

Flex Finance

Keep your existing technology and processes. We can manage the back-office F&A function from end-to-end process, including closing the books. When you need skilled talent, we can supplement your F&A team.

Advisory Services

Expert advice and strategies to help you grow.

• CFO Advisory Services
• FP&A and Reporting
• Technical Accounting & Clean-Up

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