Finance Services for Investors

In an ever increasingly competitive investment environment, Consero’s Finance as a Service solutions offer private equity firms a unique and faster way to improve the operational profitability of their portfolio companies, as well as increase visibility into financial performance and enable more informed decision making.

The Problem:

The same common challenges leave almost all private equity firms struggling to get new portfolio company finance and accounting to a point where it can produce timely, accurate, and audit-ready financial information in a cost-effective fashion.

The Consero Solution – Finance as a Service:

Through a combination of innovative software automation and workflows along with experienced finance & accounting professionals, Consero quickly transforms portfolio company finance functions into engines that efficiently support a company’s daily financial operations and strategic decision making while significantly reducing operating expenses.

Consero’s pre-integrated platform allows rapid optimization of portfolio company financial operations:

Features:

  • A complete finance and accounting department of experienced professionals
  • Proven finance and accounting software stack
  • Single login for all financial information and finance team communication
  • Easy-to-switch entities for view financials for all portfolio companies
  • Advanced financial reporting and analytics

The Results:

  • More informed decision making with visibility to underlying business performance drivers
  • Streamlined and scalable portfolio company operations in 1/3 of the time
  • 30% lower F&A expenses for increased EBITDA and enterprise value

“Consero seamlessly supported the sale process of our portfolio company.  Financial information was readily available and Consero quickly addressed the buyer’s due diligence requests. This resulted in a smooth process and helped maximize the value of the business.”

Kevin Masse, Chief Portfolio Officer TA Associates

“When the back-office is not working, it takes up time from work that can actually move the needle for the business. Businesses in growth-mode can’t afford that wasted time. Consero gives our portfolio CEO the freedom to focus on those critical initiatives. We already covered ground that I don’t think we would have covered.” 

 Jack Cardwell, Partner – Greenridge Investment Partners

“Because Consero had my finance & accounting completely buttoned up, including all supporting documentation, we were able to complete our transaction with a very quick and easy due diligence process and maximize the valuation of the business.”

Eric Broughton, CEO – Esupply Systems