Finance Operations for PE Portfolio Companies

Most PE portfolio companies inherit a finance function that was built for a different stage. Pre-acquisition, it worked well enough. Post-close, it can't keep pace with the reporting cadence, the new KPIs, or the pressure to demonstrate value creation quarter over quarter. That gap doesn't fix itself. And it compounds.

What We See Most Often

• Revenue recognition that won't survive a quality of earnings review.
• Close cycles that consume the entire finance team for two weeks.
• Board decks built from spreadsheets stitched together the night before.
• ERP systems configured for the company's old life, not the PE-backed reality.

Each of these is diagnosable. Each is fixable. The question is sequence and speed.

Where We Sit

Verzia is a finance operations consulting firm built for PE-backed companies. We started inside Big 4 audit—Deloitte, PwC—then spent years in revenue operations at public companies. Now we take that diagnostic rigor and build finance functions that hold up under diligence, not just day-to-day operations.

We work across ASC 606 revenue recognition, ERP implementation and rescue (primarily NetSuite), audit readiness infrastructure, post-merger finance integration, and ongoing advisory for companies navigating the hold period. Every engagement is principal-led. The person who scopes the work does the work.

How We Work

Diagnose → Architect → Advise

Every engagement follows a lifecycle designed for PE timelines. Most clients enter at the Diagnostic. Some come to us mid-hold with a specific architecture need. A few stay for ongoing advisory through exit.