CFO Outsourcing Services
Outsourced CFO services are especially valuable for businesses looking for financial leadership without the full-time commitment, making them an attractive option for growing companies aiming to optimize their financial performance. We work with CFOs of funds and portfolio companies to empower informed, strategic decision-making.
Outsourced CFO Services
In the dynamic landscape of private equity (PE), a CFO must juggle numerous responsibilities. Accurate and transparent fund accounting is paramount for informed decision-making and regulatory compliance, while effective financial management is pivotal for the success and sustained growth of portfolio companies. SGA offers a suite of CFO Services precisely crafted to meet the needs of PE firms and address the unique financial intricacies of portfolio companies associated with private equity firms.
CFO Support Solutions
Our comprehensive offering spans Net Asset Value (NAV) calculation, ensuring precise valuation of fund assets, executing intricate waterfall and carry allocations, facilitating equitable distribution of profits among stakeholders, transaction advisory, ensuring strategic partnership during pivotal financial transactions, to management accounting, corporate accounting, and financial planning & analysis (FP&A). We understand the critical importance of compliance & reporting in the regulatory landscape and offer specialized services to ensure adherence and transparency. With a commitment to excellence, our CFO Services act as a strategic partner in providing a comprehensive overview of fund performance and steering portfolio companies toward financial success and operational efficiency.
CFO Outsourcing Services & Solutions
Fund Accounting and Administration
- NAV calculation.
- Fund performance reporting.
- Tracking commitments, capital calls, distributions, and ROC adjustment.
- Calculating and reporting management fees.
- Waterfall and carry allocations.
- Interest accrual and payments.
- Reporting preparation.
Management Company Accounting
- Creating a chart of accounts.
- Posting inter-company transactions.
- Reconciliations – bank accounts, credit cards, customer statement.
- Calculating and reporting management fees.
- Assisting in audit queries.
Transaction Advisory
- Restructuring of companies, which may involve mergers and demergers.
- Purchase and sale of an asset or company.
- Fairness opinion.
- Project finance & venture capital financing.
- Strategic planning.
Corporate Accounting
- AR/AP aging analysis.
- Inventory management and reconciliation.
- Review of critical accounting processes & controls.
- Liaising with business controllers.
- Travel & entertainment expense management and processing reimbursement.
Financial Planning & Analysis (FP&A)
- Budgeting & forecasting support.
- Preparation and reporting of periodic financial and operating performance reports.
- Trend, variance, and scenario analysis.
- Performance tracking.
- Industry benchmarking reports.
Compliance & Reporting
- Assisting in year-end tax prep & audit.
- Implementing audit-ready reporting systems for regular scrutiny.
- Improving risk management with real-time compliance monitoring.
- Tailoring reporting services to meet specific industry needs.
- Liaising with external stakeholders.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support private equity to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our private equity technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support private equity to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our private equity technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Dedicated Technology Suite for PE/VC Firms
We have identified the manual, repetitive, and tedious tasks and incorporated them into our private equity technology suite. Optimize your workforce strategy by leveraging our technology suit to enhance productivity across business development, investment and, operating teams.
Operating Partners
Create data-driven dashboards to report PE/VC fund performance.
Generate insightful MIS reports & dashboards on portfolio companies’ performance.
Business Development Teams
Customized AI-powered web crawler for PE firms to curate an actionable target list.
Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM.
Investment Teams
Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using GenAI.
Automate financial summaries and standardize evaluation parameters for assessing targets.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
- Expertise across sectors, domains, and regions.
- Increased probability of identifying actionable targets.
- Optimized resource capacity.
- Flexibility to quickly ramp up/down the team.
- Tailored engagement models.
- Final-form research.
- On-going cost efficiencies.
- Functional, cultural, and strategic alignment.
Who We Work With
Global CFOs
Includes valuation, FP&A, and reporting services.
Deal Sourcing Teams
Identify targets and implement outreach activities.
Managing Partners (LPs and GPs)
From deal origination to exit.
Corporate Development Teams
Analyze market attractiveness and identify actionable targets for inorganic growth.
Our Ins(AI)ghts
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Private Equity Investment Trends
Private equity investments experienced strong growth, fueled by digital transformation, sector-specific focus, and a rising interest in ESG-driven strategies. Technology, healthcare, and sustainable assets gained traction, while firms emphasized operational efficiency and data-backed decision-making. Growth equity and minority stake deals became more common, reflecting a shift toward flexible, long-term investments. With increasing market volatility, PE firms relied more on data analytics and strategic insights for smarter deal sourcing and due diligence, signaling a move toward more sustainable and tech-forward investment approaches.
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Impact of Data Analytics on Private Equity Firms
Private equity firms are using data analytics to drive smarter, tech-enabled business models. Companies like Quicken Loans and Carvana have streamlined operations through digital tools. Advanced analytics helps firms of all sizes make faster, informed investment decisions.
Machine learning models provide deeper insights into growth potential and risks. By analyzing data at a micro level, PE firms save time and identify new opportunities. This data-driven approach is reshaping how value is created in private equity.
