BV Investment Partners, a middle-market private equity firm focused on technology and tech-enabled services and investing its ninth fund at $750 million, faced a persistent challenge across its portfolio: building and scaling finance teams quickly enough to drive value.
Traditional approaches—lengthy recruiting cycles, prolonged system implementations—were eating up 9 to 10 months with no guarantee of success. BV turned to Consero’s Finance as a Service (FaaS) model to eliminate those bottlenecks and unlock strategic capacity for its CFOs.
“Consero’s model was really interesting because of the fact that it’s a solution that’s been fine-tuned over years and years and is purpose-built for addressing exactly the pain points that I identified.” –– Justin Kustka, Principal, BV Investment Partners
Company Profile
- Industry: Middle Market Private Equity (Technology & Tech-Enabled Services)
- Fund Size: $750 million (Fund IX)
- Consero Solution: Finance as a Service (FaaS)
Partnership Highlights
- Reduced finance system implementation timelines from ~12 months to a matter of months
- Eliminated the need for prolonged recruiting cycles to build out finance teams
- Freed CFOs to focus on strategic decision-making rather than repetitive back-office tasks
- Deployed across both pure-play SaaS companies and tech-enabled services portfolio companies of varying size and scale
- Enabled faster, more impactful insights on add-on acquisitions, sales growth, and marketing optimization
Skip complexity and gain clarity with Consero’s cutting-edge solutions.
⚡ Rapid implementation • Real-time dashboards • Scalable technology
The Consero Solution
BV engaged Consero to address three core challenges across its portfolio companies:
- Scalable Finance Talent: Rather than relying on recruiters and lengthy hiring processes, Consero’s team and resources scaled alongside BV’s portfolio growth—providing immediate capacity without the uncertainty of individual hires.
- Rapid System Implementation: Consero’s pre-built, purpose-built solution eliminated the scoping and customization phases that typically stretch implementations to a year or longer, delivering results in months.
- Back-Office Offloading: Consero outsourced and streamlined administrative and back-office finance workflows, freeing portfolio company leadership to focus on higher-value strategic activities.
“Consero’s team and resources can scale as quickly as we can grow.” –– Justin Kustka, Principal, BV Investment Partners
The impact extended well beyond operational efficiency. With back-office functions handled by Consero, BV’s portfolio companies redirected their attention to growth levers—executing add-on acquisitions, scaling sales teams, analyzing marketing metrics to improve close rates and win rates—resulting in faster, more impactful value creation.
Transform Your Portfolio’s Finance Function
If your firm faces similar challenges scaling finance operations across portfolio companies, Consero’s solutions can help you move faster and drive greater value.
Request a consultation today to streamline your finance function and free your leadership team to focus on what matters most—strategic growth.
