Private Equity and VC Firms
Fund Structure
Fund Types, Legal Structure, Investment Mandates, Investor Types, Fees and Compensation, Fund Lifespan and Exit Strategies, Governance and Compliance
Fund Accounting
Separation of Funds, Accountability, Financial Reporting, Restricted Funds, Investments and Endowments, Sector Type Accounting
Fund Reporting
Statement of Financial Position (Balance Sheet), Statement of Activities (Income Statement), Statement of Cash Flows, Fund Balance Reports, Schedule of Investments, Donor or Grantor Reports, Performance Reports, Sector type Reporting requirements
Fund Analysis
Performance Assessment, Risk Management, Compliance and Accountability, Financial Health Evaluation, Efficiency and Cost Management, Key Metrics of Fund Analysis, Tools and Processes.
Deal Flow
Sourcing Deal Flow, Evaluating Deal Flow, Deal Flow Stages, Deal Flow Pipeline, Deal Flow Management, Technology in Deal Flow, VC and PE Deal Flow, M&A Deal Flow, Challenges and Opportunities.
Valuation
VC and PE backed companies, Business Valuation, Asset Valuation, Income based Valuation (DCF, Capitalization of Earnings), Market based Valuation (Comparable Company Analysis, Precedent Transaction Analysis), Asset-Based Valuation (Book Value, Liquidation Value), Contingent Valuation (Real Options), Various Valuation Metrics, Factors Influencing Metrics.
Portfolio Reporting
Financial Reporting, Performance Metrics and KPIs, Operational Reporting, Governance Reporting, Valuation Updates, Fund-Level Reporting, Frequency and Tools for Reporting, Challenges and Opportunities.
Portfolio Analysis
Financial Performance Analysis, Valuation Analysis, Operational Performance Analysis, Risk Analysis, Strategic Positioning and Market Analysis, Management and Governance, Exit Strategy Analysis, Tools and Methods, Best Practices.
Portfolio CFO
Financial Strategy and Planning, Financial Reporting and Oversight, Performance Monitoring and Analysis, Risk Management, Capital Structure and Financing, Mergers, Acquisitions, and Exits, Operational Leadership and Improvement, Strategic Partnerships,
Operating Partner
Operational Strategy and Execution, Value Creation, Integration of Acquisitions, Integration of Acquisitions, Board and Senior Management Support, Performance Monitoring, Exit Readiness and Strategy, Industry Expertise and Network Access, Cultural Transformation and Leadership, Tools and Approaches.
Venture Partner
Deal Sourcing, Due Diligence and Evaluation, Supporting Portfolio Companies, Strategic Input and Thought Leadership, Helping with Fundraising and Network Expansion, Board Roles and Governance, Exit Strategy and Value Realization,
Incubate Shared Services
Define the Scope and Objectives, Design the Shared Services Model, Implement Technology and Automation, Pilot the Shared Services Model, Scale and Expand, Ensure Change Management and Communication.
Case Studies
Venture Capital Firm | SaaS Valuation
SaaS CFO Consultant for a VC Firm delivering SaaS-Specific Financial Models designed to address the unique dynamics of SaaS businesses, KPI Trends providing in-depth analysis of key performance indicators, aligning with industry benchmarks to drive strategic growth, Current Valuation, outlined actionable strategies to achieve a 5X valuation, SaaS Valuation Walk bridging industry standards with company-specific factors to create a clear and actionable valuation framework.
Venture Capital Firm | SaaS Valuation
SaaS CFO Consultant for a VC Firm delivering SaaS-Specific Financial Models designed to address the unique dynamics of SaaS businesses, KPI Trends providing in-depth analysis of key performance indicators, aligning with industry benchmarks to drive strategic growth, Current Valuation, outlined actionable strategies to achieve a 5X valuation, SaaS Valuation Walk bridging industry standards with company-specific factors to create a clear and actionable valuation framework.
AI based Health-Tech Startup | Capital Restructuring Advisor
Strategic Consulting focusing on capital restructuring by transitioning from an equity heavy model to an optimized debt-to-equity structure preventing excessive and expensive equity dilution by leveraging relationships with venture capital firms and proven experience to design and implement effective structuring strategies.
AI based Health-Tech Startup | Capital Restructuring Advisor
Strategic Consulting focusing on capital restructuring by transitioning from an equity heavy model to an optimized debt-to-equity structure preventing excessive and expensive equity dilution by leveraging relationships with venture capital firms and proven experience to design and implement effective structuring strategies.
VC Firm | Fund Accounting & Reporting
Fund Accounting, Fund Structure optimization, and ensuring compliance by streamlining accounting processes tailored for fund management, designed and implemented efficient fund structures, and strengthened risk and compliance frameworks to ensure adherence to regulatory requirements. Additionally, implemented fund performance reporting and analysis process.
VC Firm | Fund Accounting & Reporting
Fund Accounting, Fund Structure optimization, and ensuring compliance by streamlining accounting processes tailored for fund management, designed and implemented efficient fund structures, and strengthened risk and compliance frameworks to ensure adherence to regulatory requirements. Additionally, implemented fund performance reporting and analysis process.
Private Equity backed BPO | F&A Shared Services
Successfully consolidating over 1,000 FTE across functions such as Accounting, FP&A, Treasury, and Investments using Lean Six Sigma methodologies for process optimization, technology enablement to enhance efficiency, legal expertise to ensure compliance, and deep finance and accounting knowledge to drive strategic value and improve operational performance.
Private Equity backed BPO | F&A Shared Services
Successfully consolidating over 1,000 FTE across functions such as Accounting, FP&A, Treasury, and Investments using Lean Six Sigma methodologies for process optimization, technology enablement to enhance efficiency, legal expertise to ensure compliance, and deep finance and accounting knowledge to drive strategic value and improve operational performance.