Private Equity-Backed Companies
Accounting & CFO Advisory for PE-Backed Portfolio Companies
SRG builds and runs the finance function for PE-backed portfolio companies — delivering investor-ready reporting, clean books, and CFO-level oversight from day one post-close through exit preparation.
Schedule a CallFinancial Operations
Where Finance Functions Break Down in PE-Backed Companies
Post-close gaps: the transaction closes without a finance function in place — no controller, no reporting cadence, no audit-ready books — and the sponsor's first board meeting is weeks away
Reporting packages built in Excel and delivered late, without the format or detail sponsors expect from a portfolio company at this stage
GAAP technical accounting issues — purchase price allocation, deferred revenue, stock-based compensation — that were not addressed at close and surface during the first audit
Add-on acquisitions that bring incompatible accounting systems, chart of accounts, and close processes that need to be integrated without disrupting the existing reporting cadence
What We Handle
Finance Services for Private Equity-Backed Companies
- Outsourced Controller and CFO coverage from day one post-close
- Investor and board reporting packages built to sponsor format and cadence
- GAAP technical accounting and audit readiness
- Finance function buildout — accounting infrastructure, reporting cadence, and controls from the ground up
- M&A integration and carve-out accounting
- Debt covenant monitoring and compliance reporting aligned to credit agreement requirements
- KPI dashboards and operating metrics aligned to sponsor reporting requirements
- Working capital and liquidity management
- Exit preparation and quality of earnings support
Why SRG
Built for the PE Lifecycle
Basic accounting support keeps the books. Financial Operations for a PE-backed company means the finance function is built to sponsor standards from day one — investor reporting in the format and cadence the sponsor expects, GAAP technical accounting addressed rather than deferred, controls documented for the first audit, and a close process that produces reliable numbers on a predictable schedule. SRG delivers that function at a lower cost than a full-time CFO and Controller, without the recruiting timeline or key-person risk. Our team has worked across platform builds, add-on integrations, and exit preparation — and we know what sponsors expect and what auditors require at each stage of the hold.
Talk to the SRG Team
Ramp Certified Partner
The Finance Stack PE-Backed Companies Run On
Sponsors expect real-time visibility, clean books, and a finance function that can scale. As a Ramp Certified Partner, SRG implements and manages the full Ramp platform for portfolio companies — giving sponsors and management teams the spend controls, reporting, and automation they need from close through exit.
Ramp Stack
AI Operating System for Accounting Firms
Ramp Stack runs reconciliations, journal entries, and monthly reporting end-to-end — Ramp reports 60% faster close cycles for firms using Stack. SRG uses Stack as the operating layer for portfolio company accounting, so sponsors get faster closes and cleaner books without adding headcount.
Learn about StackAI Token Spend Management
See Every AI Dollar. Control Every Threshold.
PE-backed companies scaling AI tooling need visibility before the bill arrives. Ramp's AI Token Spend Management gives finance teams real-time tracking and threshold controls across every AI subscription and API spend line — so the CFO sees it before the board does.
Learn about AI Cost MonitoringAccounting Automation
Close Your Books 3× Faster
Ramp auto-codes every transaction, surfaces what needs review, and syncs to your GL — Ramp reports 98% coding accuracy on automated transaction categorization. For PE-backed companies, that means a faster close, fewer manual touchpoints, and audit-ready books without the overhead.
Learn about Accounting AutomationReporting
Investor-Ready Reporting Without the Manual Work
Ramp's reporting platform keeps spend, AP, procurement, and budgets connected in one place — so the board package reflects what actually happened, not what someone reconciled over the weekend.
Learn about ReportingMore Industries