One Team, Every Portfolio Company, One View
Most PE and VC portfolios have reporting. Very few have strategic FP&A depth. Each portfolio company runs a different ERP, a different chart of accounts, and different KPI definitions — so comparing performance across the fund becomes a manual reconciliation exercise every quarter.
- Accounting, Bookkeeping & Close
- FP&A & Management Reporting
- Data Warehousing & BI
- RPA & Workflow Automation
- Multi-Entity, Multi-GAAP Delivery
- Standardized Portfolio-Wide KPI Framework
Our answer
We build and run dedicated Finance, Analytics, and Automation Centers of Excellence — offshore teams embedded in your portfolio companies' finance operations, standardized around one methodology so your investment committee finally gets an apples-to-apples view across the fund.
What our CoE teams run day to day
- Accounting, bookkeeping & month-end close — Global GAAP-compliant financials (Ind AS, US GAAP, IFRS), reconciliations, AP/AR support, and financial consolidation, so the FP&A work upstream has clean, current books to run on.
- FP&A & management reporting — delivered in partnership with our FP&A & Strategic Finance pillar.
- Data warehousing & BI dashboards — in partnership with BI & Decision Intelligence.
- RPA, workflow & AI-driven automation — process automation across the finance stack.
How we build it
- Assessment & Blueprint Design — scope, operating model, and transition roadmap.
- Transition & Stabilization — knowledge transfer, documentation, SLA setup.
- Scale & Optimize — process automation and data-driven governance.
- Transform & Innovate — predictive analytics and AI deployed to sharpen decisions.
The numbers
- 30–50% cost optimization through offshoring
- 90% reduction in turnaround time for critical reports
- 100% accuracy in financial and compliance reporting
- 10,000+ hours saved annually through automation
Beyond corporates and portfolios — our delivery partners
We also run this exact model for other advisory firms. We're the embedded finance and analytics team behind Three Sixty Finance (UK) and Akshar Business Consulting (UK) — delivering their client work from behind the scenes, so they get delivery capacity without adding onshore headcount. If you're an advisory firm evaluating a similar arrangement, this is precisely the model we run.