What We Do > Investment Insights > Private Equity and Venture Capital > CFO Support for Private Equity Firms

CFO Support for Private Equity Firms

We work with CFOs of Funds and Portfolio Companies to empower informed, strategic decision-making.

CFO Support
What We Offer
Why SGA
Who We Work With
Insights
Meet Our Experts

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CFO Services for Private Equity Firms

In the dynamic landscape of 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 Private Equity firms and address the unique financial intricacies of portfolio companies associated with Private Equity firms.

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.

Get in Touch With Our Experts

CFO Services for Private Equity Firms

Get in Touch With Our Experts

Our CFO Services

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

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and conten.t

Technology-Driven Solutions

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.
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Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

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.

Domain Experts

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 Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and content.

Technology-Driven Solutions

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Who We Work With

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

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

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Business Development Teams

Customized AI-powered web crawler for PE firms to curate an actionable target list

View Case Study

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM

View Case Study

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Our dedicated Technology Suite for PE/VC firms

Business Development Teams

Customized AI-powered web crawler for PE firms to curate an actionable target list

View Case Study

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM

View Case Study

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Operating Partners

Create data-driven dashboards to report PE/VC fund performance

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution

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

Talk To Our Experts

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution

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

Talk To Our Experts

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

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

Insights

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CASE STUDIES

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Talk To Our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

Talk to our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

What We Do > Investment Insights > Private Equity and Venture Capital > CFO Support for Private Equity Firms

CFO Support for Private Equity Firms

CFO Services for Private Equity Firms

CFO Services for Private Equity Firms

Our CFO Services

Our Research Ecosystem

Our Research Ecosystem

Who We Work With

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Our dedicated Technology Suite for PE/VC firms

Our dedicated Technology Suite for PE/VC firms

Our Automation-powered Solutions

Our Automation-powered Solutions

Our Value Proposition

Insights

Talk To Our Experts

Talk to our Experts

Our end-to-end support across investment lifecycles enables you to focus on your core competencies.