Investors have high expectations and little time. Investors need fast, reliable, and meaningful figures. The reality is often quite different.

Many portfolio companies struggle with:

• A lack of standards in the finance department
• Delayed or incomplete monthly figures
• Missing or incorrect reporting
• Overwhelmed management without financial expertise
• Non-existent controlling structures
• Problems during growth phases or post-merger
• Lack of exit preparation

For investors, this means:

Risk, uncertainty, and missed opportunities…and above all, high involvement.

We solve exactly these problems—systematically, scalably, and reliably.

We handle the complete financial management of your portfolio companies—as a scalable FaaS model tailored to investors’ needs.

Service Modules:

1. Outsourced Finance Department

• Complete accounting & financial organization
• Structured monthly financial statements in days instead of weeks
• Digital processes & automation

2. Investor-Ready Reporting & Controlling

• PE/VC-compliant reporting
• KPI setups & performance tracking
• Cash flow planning & forecasting
• Automated dashboards

3. CFO on Demand

• Financial management for growth or crisis phases
• Strategic financial planning
• Sparring partner for management & investors
• Preparation of buy-and-build processes

4. Financial Housekeeping Post-Acquisition

• Clean structures in the first 90 days
• Order in numbers, tools, and responsibilities
• Risk and cost transparency

5. Exit and Handover Preparation

• Structured data rooms
• Prepared KPIs
• Revenue/cost optimization to increase value
• Professional preparation for due diligence and buyer negotiations

What Makes Us the No. 1 Partner in the DACH Region

• 100% Focus on Finance-as-a-Service – no tax consulting, no auditing, no distractions
• Investor-Level Reporting instead of standard accounting
• Standardized monthly financial statements
• Scalable team for buy-and-build and growth
• Entrepreneurial mindset instead of a traditional consulting approach
• Experience in business transfers, exits, and turnarounds
• Full transparency and measurable results

We are the financial partner for investors who expect professional financial management:

• Private equity funds
• Venture capital funds
• Family offices
• Investment companies
• M&A advisors & business successors
• Mid-market investors

The Structured Investor Process

1. Analysis of portfolio companies
2. Definition of financial goals & KPIs
3. Setup of tools, reporting, and processes
4. Operational implementation of Finance-as-a-Service
5. Monthly performance reviews
6. Regular investor updates