CFO Outsourcing Support 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.
CFO Outsourcing Services – Support We Provide
Fund Accounting and Administration Services
- 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 Services
- 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 Services
- 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 Services
- 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 Services
- 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 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.
Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
- Manage and edit charts, tables, format, etc. with a single click.
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
