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
PE backed Clinical Research Organization | Optimize Month End Close
Led a 3-month Finance Transformation project that optimized the month-end closing process, reducing cycle time from 45 days to just 6 days. This was achieved by using Lean Six Sigma Methodology (applied process improvement techniques to identify inefficiencies and streamline workflows) and Domain Expertise (leveraged deep knowledge in CFO functions, accounting, and the service industry to implement practical solutions).
PE backed Clinical Research Organization | Optimize Month End Close
Led a 3-month Finance Transformation project that optimized the month-end closing process, reducing cycle time from 45 days to just 6 days. This was achieved by using Lean Six Sigma Methodology (applied process improvement techniques to identify inefficiencies and streamline workflows) and Domain Expertise (leveraged deep knowledge in CFO functions, accounting, and the service industry to implement practical solutions).
Venture Capital Firm | FinTech SaaS Valuation
SaaS Finance Consultant for a Venture Capital Firm delivering SaaS-Specific Financial Models designed to address the unique dynamics of SaaS businesses, created KPIs with trend analysis 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 | FinTech SaaS Valuation
SaaS Finance Consultant for a Venture Capital Firm delivering SaaS-Specific Financial Models designed to address the unique dynamics of SaaS businesses, created KPIs with trend analysis 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 | Fund Accounting & Reporting
Led fund accounting and fund structure optimization initiatives by streamlining Accounting, Tax and Treasury processes tailored specifically for fund management. Strengthened risk and compliance frameworks to ensure full adherence to regulatory requirements and industry best practices. Additionally, implemented robust fund performance reporting and analysis processes to enhance transparency, support investor communications, and drive data-informed decision-making.
Venture Capital Firm | Fund Accounting & Reporting
Led fund accounting and fund structure optimization initiatives by streamlining Accounting, Tax and Treasury processes tailored specifically for fund management. Strengthened risk and compliance frameworks to ensure full adherence to regulatory requirements and industry best practices. Additionally, implemented robust fund performance reporting and analysis processes to enhance transparency, support investor communications, and drive data-informed decision-making.
PE Backed Technology Distributor (B2B) | Support Platform Digitalization
Transformed a manual vendor onboarding process into a fully digital vendor management platform to streamline operations and improve cross-functional collaboration. This initiative enhanced efficiency, reduced cycle times, minimized errors, and enabled real-time tracking and compliance. The digitalization effort was a key enabler in scaling operations, supporting the company’s strategic goal to increase business volume by 3X to 5X through improved vendor integration, faster onboarding, and stronger data-driven decision-making.
PE Backed Technology Distributor (B2B) | Support Platform Digitalization
Transformed a manual vendor onboarding process into a fully digital vendor management platform to streamline operations and improve cross-functional collaboration. This initiative enhanced efficiency, reduced cycle times, minimized errors, and enabled real-time tracking and compliance. The digitalization effort was a key enabler in scaling operations, supporting the company’s strategic goal to increase business volume by 3X to 5X through improved vendor integration, faster onboarding, and stronger data-driven decision-making.