We've been the CFO at the PE firm and at the portfolio company. Now we bring senior finance leadership and a skilled team to both: in place in weeks, sized to what you need, and built around the reporting your investors expect.
Most of our work starts with a deadline, not an RFP. If one of these sounds familiar, we should talk.
The sponsor wants PE-grade reporting, a 13-week cash model and a 100-day plan, and the finance team was built for a different owner.
A search takes months. We put an experienced PE-backed finance leader in the seat now and hand off cleanly to the permanent hire.
Diligence-ready numbers, a clean quality-of-earnings story and a data room that holds up. Better to start a year out than a month out.
More detail, more often, more consistent across every fund and holding. Smaller managers are held to the same standard as the largest.
AUM has grown faster than the team. Management company reporting, carry and forecasting still run on Excel and key people.
You need a corporate model, DE/FRE/ENI reporting and documented controls that stand up to lenders, buyers and examiners.
Engage us at the firm, at a portfolio company, or both. Each engagement stands on its own, and each benefits from knowing what the other side needs.
Lean finance teams at emerging and mid-market managers facing growing LP and regulatory demands.
Middle-market companies, $10M to $1B in revenue, whose sponsor asks more of finance than the team can deliver today.
At every level: fractional CFO, tax coordination, controls documentation and finance technology.
Three situations we know well, from the fund down to the portfolio company.
Mock-ups for discussion. Replace with real, anonymized examples before launch.A team spinning out of a $70B+ platform, with under $5B in AUM, five back-office staff and reporting that ran on Excel.
Moved fund accounting to an administrator, built integrated GL, treasury and budgeting, set up an overseas office, and built the corporate model for a debt raise and a stake sale.
A $120M-revenue services company, newly acquired by a mid-market sponsor. A founder-era finance team, a 25-day close and a first covenant test in 90 days.
Put a fractional CFO in on day one, stood up 13-week cash and a covenant calendar, rebuilt the close and delivered the first sponsor-standard board pack.
A $2B sponsor with three portfolio companies, each reporting in its own format. LP reports took weeks to assemble, and KPIs didn't match from quarter to quarter.
Set common KPI definitions and a monthly package across all three companies, then automated the feed into fund-level monitoring and LP reporting.
What the sponsor will expect from finance after the deal closes, written by two former CFOs who have sat on both sides of the table.
Four pages, PDF. We'll send it to your inbox and the occasional note on PE finance. Unsubscribe anytime.
Fund administrators know the fund. Portfolio consultants know the company. We've sat in both CFO chairs, so we build numbers that work upstream and down.
For a PE firm, we know how portfolio numbers are built. For a portfolio company, we know exactly what the sponsor, lenders and LPs will ask for.
Former CFOs lead every engagement, backed by a skilled team. No long search, no learning curve, and no full-time cost for part-time needs.
Automated close, reconciliations and reporting; faster forecasting and variance analysis; human review and strong controls throughout.
average total cash for a US PE-backed CFO, before the rest of the team is hired
of GPs plan to expand outsourcing to drive growth
of LPs expect daily or on-demand access to portfolio performance data
Sources: Heidrick & Struggles PE-backed CFO Compensation Survey 2025; CSC, Future Private Capital CFO 2025; SS&C Intralinks LP Survey.
From a single project to a fully outsourced finance function, at the fund, the firm, a portfolio company, or any combination.
A defined piece of work with a clear end.
A senior CFO or controller inside your team, part-time.
We run defined functions for a fixed monthly fee.
A complete finance organization, built and run for you.
Tell us what's on your plate. We'll tell you honestly whether and how we can help.
We look at your reporting, close, cash and systems against what your investors expect, and agree on priorities.
A senior leader and the right support, with a clear scope, fee and first-90-day plan.
Pritpal has spent 20 years as CFO / COO across PE firms managing $40B+ and investing globally across sectors and the capital structure. He helped spin a firm out of a $70B+ manager and grow it from under $5B to $25B in AUM, moved fund accounting to an administrator, built the corporate model for a debt raise and a stake sale, and replaced Excel with integrated reporting.
Bart has spent 10+ years as a PE-backed CFO or VP Finance / Ops, after 8+ years in client service at Bain & Company and Accenture. He brings a deep technology background across ERP, CRM, BI and AI implementation, and [one or two concrete portfolio-company results: team built after a deal, sponsor reporting put in place, covenant issue managed, exit prepared].
Whoever engages us. Each engagement stands alone, with its own team, scope and data. We don't share one client's information with another, and if a real conflict comes up, for example over a valuation or a covenant, we disclose it and step back. [Partners to confirm policy]
An administrator processes and records. We lead: we own the reporting, the forecasts and the judgment calls a CFO makes, and we oversee your administrator so the handoffs work. Most of our PE firm clients use both.
Senior leaders are ready now. There's no executive search, so most engagements start within weeks of our first call, not months.
Ongoing work is a fixed monthly fee. Projects are fixed or capped fees agreed up front. You pay for the capability you need, not a full-time team, and you can scale up or down as needs change.
AI speeds up the routine work, and a person reviews everything that leaves our hands. [Partners to confirm: where client data is stored, no training of models on client data, security standards]
A 30-minute call with a founding partner. No pitch deck, just a straight answer on whether and how we can help.
XYZ Consulting