Financial Management & Outsourced Accounting for Private Equity & Venture Capital Firms

Recording and tracking investment portfolio activity, business income, and capital investments in startups require well-defined accounting procedures. Business leaders need accurate, timely, and relevant financial data to make effective decisions. This is where Lavoie seizes the opportunity to add value. Clients outsource their accounting to us, so they can focus on growing return on investment.

Contents

• Outsourced Accounting for Private Equity & Venture Capital Firms
• Accounting Software for Private Equity & Venture Capital Firms
• Benefits of Outsourced Accounting for Private Equity & Venture Capital Firms
• Lavoie’s Approach to Private Equity & Venture Capital Firms

Private equity and venture capital transactions can be complex and can involve multiple intercompany entries. They may also require the interpretation of the latest accounting standards to maintain financial reporting compliance with U.S. GAAP. We have experience in this high-profile industry, and access to the latest accounting pronouncements, allowing clients to outsource their accounting function to us. Trusted financial reports allow senior leaders to focus on raising capital and identifying acquisition targets.

Accounting Software for Private Equity &
Venture Capital Firms

We provide Accounting as a Service (AaaS) to help clients streamline their operations and financial reporting processes. This concept integrates technology, cloud-based applications, and accounting as a modular service, enhancing the overall efficiency of reporting processes.

We leverage the latest technological advancements to help clients implement solutions and increase the efficiency of accounting operations. Throughout all phases of technology implementation, we help clients understand their accounting reports and capabilities.

Some of the cloud-based applications we use include WorkDay, Sage Intacct, Microsoft, and Bamboo HR.
Our business partners are selected based on their reliability and functionality. We are adept at helping our clients select the right solutions to meet their reporting and operational objectives. With Lavoie, our clients have access to the experience, insight, and tools to manage their business with optimum efficiency. Specialized considerations for the needs of venture capitalists are analyzed to ensure investor reporting requirements are met.

Improve Operational Profitability

Reduce overhead, streamline accounting processes, and run more efficiently all while improving the bottom-line. Keep top talent focused on what they do best, and increase revenue generation.

Financial Discipline & Visibility

Leverage experienced accounting professionals and state-of-the-art technology to optimize the quality of financial reporting. Get new insights into financial position with accurate accounting data.

Metrics With the Ability to Drill Down

Analyze key accounts, performance indicators, and cost drivers with detailed reporting and customized dashboards. We help you identify the metrics that matter most to private equity and venture capital companies.

Empowering the Decision-Maker

Accurate, timely, and relevant financial reports provide leaders insight into operations and the best possible information for decision-making. We give leaders the confidence to make enterprise-level decisions

Advanced Financial Reporting

Understand balance sheet and income statement accounts better than ever before, using detailed reports and well-described accounting treatments. Stay on top of U.S. GAAP compliance to mitigate risk.

Reduce Operating Costs

Optimize human capital and payroll by outsourcing your accounting function to experienced professionals that add value while reducing your operating costs. Deliver better returns for all stakeholders in your business.

Ability to Scale Efficiently

We provide you with the resources necessary for short-term projects or long-term growth. Meet your strategic objectives efficiently optimizing Lavoie and lean methodologies.

For additional information on Lavoie and the services offered to private equity and venture capital firms, please contact us today. Our staff understands the dynamics of Accounting as a Service and can tailor accounting processes to meet clients’ needs. Outsourced accounting gives companies a sustainable competitive advantage while allowing clients to scale their operations.