A U.S.-based private equity firm was facing considerable challenges while managing a wide range of back-office functions across multiple portfolio companies. By outsourcing finance and accounting services to KnowVisory Global, they were able to enhance accuracy, improve turnaround times, and maintain reliable operational oversight.
This case study highlights how KnowVisory Global helped a U.S.-based private equity firm optimize and strengthen its back-office operations. By providing precise organizational charts, consolidating financial data, and converting complex PDFs to structured Excel templates, we helped the client achieve operational efficiency and reliable reporting with minimal supervision.
Introduction
Our client is a leading private equity firm based in the United States. They partner with lower middle-market companies, across a wide range of industries, helping them scale and improve their operations, and eventually realize returns through strategic exits. The company was facing significant back-office issues and needed consistent operational support to manage financial reporting and gain organizational clarity across its portfolio companies.
The Problem
Client’s operational requirements included:
- Maintaining highly accurate organizational charts and financial statements.
- Ensuring timely delivery of all operational data.
- Converting complex PDF reports into structured, analysis-ready Excel templates.
- Establishing a reliable workflow that requires minimal supervision.
Without an efficient system, these processes were prone to delays and inaccuracies, and affected the firm’s ability to monitor portfolio performance effectively.
The Challenge
Executing these tasks consistently came with several challenges:
- Diverse Data Sources: The team was managing multiple entities. Their financial statements required careful consolidation.
- Accuracy Requirement: Data validation was critical to avoid errors in reporting.
- Legacy Data: PDF-based reports and unstructured files needed transformation into usable formats.
The Solution
We implemented a structured approach to ensure efficiency and accuracy. Our team utilized Microsoft Excel, Word, Visio, and Adobe to ensure precision and usability across deliverables:
- Organizational Chart Preparation: Our team drafted and updated organizations’ charts while coordinating with stakeholders for role, title, and compensation confirmation.
- Financial Data Consolidation: We reviewed and consolidated monthly, quarterly, and yearly financial statements with formula-driven checks and validation against source data.
- PDF to Excel Conversions: Our financial analysts extracted complex financial and operational data from static PDFs and organized them into structured, analysis-ready Excel templates.
The Result
Conclusion
- The outcomes were clear and impactful:
- Reliable Operational Support: Our resource effectively managed multiple back-office functions for 2 years.
- High Accuracy: Through data consolidation and reporting, we achieved consistent accuracy, earning client trust.
- Improved Turnaround Time: Assignments were completed quickly, allowing the client to focus on portfolio growth and strategic initiatives.
- Sustained Engagement: Our reliability and speed helped build trust and ensured continued partnership.
- Back-office operations are critical for private equity firms to maintain oversight and operational clarity. By partnering with KnowVisory Global, the client gained reliable, accurate, and timely support across financial reporting, organizational management, and data transformation.
- With our support, the client today operates with confidence, knowing that their back-office functions are managed efficiently.
- Need help optimizing your back-office operations? Reach out to our experts today!