The private equity landscape is complex and ever-changing. Yet CFOs and portfolio managers are still expected to provide clear insights, often relying on outdated tools like Excel or siloed data systems. This can lead to problems that may erode returns, strain investor relationships, and result in missed opportunities during exits. Traditional methods struggle to manage the multidimensional datasets that characterise modern PE portfolios. From tracking profitability shifts to stress-testing exit … Continue reading →

  Unlocking Value with Sage: Authentic Intelligence in Finance: We are delighted to host our next iFD Community session in collaboration with Sage, featuring a presentation by Marvin Fletcher Rogers, Principal Consultant and Head of Private Equity and Growth. This session will explore how tech-enabled finance transformation is reshaping the future of finance within high-growth and private equity-backed businesses. From cloud-native ERP to AI-powered decision-making, Marvin will share practical insights … Continue reading →

The world of private equity is fast-paced and continually changing. Modern CFOs and financial professionals are tasked with keeping up to date on an ever-growing and evolving landscape, as well as maintaining tight deadlines. This has meant that traditional reporting methods, such as manually updating a shared workbook within Excel, have become outdated. Today, providing detailed updates and reports within private equity requires the handling of multidimensional datasets. The problem … Continue reading →

Financial consolidation has become a central focus for the modern CFO as their role continues to expand and evolve. While it has traditionally been seen as a daunting process full of challenges that grow with a group’s complexity, it also presents a significant opportunity for teams to streamline operations and drive strategic insights. Unfortunately, financial consolidation is not just a box to tick for regulatory compliance; it is essential to … Continue reading →

The decision to outsource accounting should never be taken lightly.  Most leaders of growing businesses do recognise when the finance function is not as effective or as efficient as they need it to be. They also know when the time is right to consider outsourcing, but often they find it difficult to rationalise their decision – a huge stumbling block which may prevent a company from scaling. Why does signing a … Continue reading →