As an advisory firm formed by CPA professionals and lawyers, we specialize in providing a wide range of services to Venture Capital (VC) and Private Equity (PE) companies. Our team of experienced professionals has the knowledge and expertise to help these companies navigate the complex legal and financial landscape they operate in.
One of our key services is acting as an outsourced controller for the portfolio of companies invested by the PE or VC. This includes managing control over the financial and operational aspects of these companies and providing periodic reports and meetings with the VC or PE partner or investment manager to ensure alignment with their goals and objectives.
Our services include:
- Fund formation and structuring.
- Due diligence.
- Portfolio company management including acting as an outsourced controller.
- Mergers and acquisitions.
- Exit planning.
- Regulatory compliance.
- Tax planning and compliance.
We do work with a value realization approach methodology, identifying and capturing value from projects or initiatives. The value realization approach is important for VCs and PEs as it allows them to assess the potential return on investment. It helps them to identify the potential of a company, monitor its progress, and make informed decisions to maximize the return on investment. Additionally, it helps portfolio companies to create and to capture value by aligning their projects and initiatives with the firm’s strategic goals. Overall, it’s a crucial tool for VCs and PEs to evaluate the value of a company and make informed investment decisions.
