Accounting and reporting for PE portfolio companies
Reliable numbers from every company you add
Finance as a Service for PE and sponsor-backed companies.
We build, run, and modernize the finance function across every entity and acquisition.
Sound familiar?
When does a portfolio company need a new finance setup?
- Investors or lenders want reliable reporting.
- A new entity or add-on just joined the platform.
- The close takes weeks, and decisions are made blind.
How does Omnifi run accounting and reporting across a portfolio?
One finance function across the platform and every add-on: one setup, one monthly close and one version of the truth.
Build
Build: one setup for every company.
Each acquisition joins the same chart of accounts, controls and systems, so every company reports the same way.
Run
Run: every entity, every month.
A named senior owner runs the close, consolidation and reporting for the platform and its add-ons, with human sign-off on anything that moves money.
Modernize
Modernize: one version of the truth.
One data layer across finance and operational systems, improved through a quarterly roadmap. For example, a Power BI view of the platform and every add-on side by side.
How do PE sponsors refer a portfolio company?
- You introduce us to the portfolio company.
- We meet the CEO or CFO and agree the scope.
- The reporting you need arrives on time, every month.
Multi-entity accounting experience across 8 healthcare groups
Omnifi runs close and consolidation for healthcare groups with dozens of locations and entities: the same structure a growing platform has.
See how we run finance across 8 healthcare groupsPortfolio company accounting FAQ
How do we get a portfolio company’s finance ready for a sale?
Omnifi gets a portfolio company sale-ready by putting every entity on one chart of accounts and set of controls, closing on time every month, and producing consistent reporting buyers can rely on. The work starts with cleaning up the books and continues as the monthly close.
Can you consolidate reporting across add-ons?
Yes. Omnifi brings each add-on onto the same chart of accounts, controls and systems, then runs consolidation across every entity each month. Management, investors and lenders see one set of numbers with each company side by side, and new add-ons follow the same close from the start.
Who do you work with, the sponsor or the company?
Omnifi works with the portfolio company directly, usually with its CEO or CFO. Sponsors and operating partners introduce us, and the company gets one accountable team running its finance function, with the reliable monthly reporting its investors and lenders expect.
Do you provide board and investor reporting?
Yes, as part of CFO-level leadership. Omnifi provides CFO-level support to the companies whose finance function it runs, including board and investor reporting, cash and capital planning, and strategic finance decisions, with the same senior owner on the account.
How is it priced?
Omnifi charges each portfolio company one predictable monthly fee, with no surprise invoices. The fee is based on the scope agreed up front, such as the number of entities and the processes we run. When an add-on joins, we agree the change in scope before any work starts.
Adding companies to your platform? Let’s talk.