For Private Equity and VC Investors
Operational and Financial Expertise Across the Investment Lifecycle
We Listen, Think Independently, Advise & Take Action
CFO and Controllership advisory
Portfolio company accounting
RAQM Advisory provides portfolio-level accounting support, including monthly close management, general ledger maintenance, reconciliations, working-paper preparation, variance analysis, and financial statement production. Our team ensures accounting records remain accurate, timely, supportable, and suitable for internal management review and investor reporting requirements.
Portfolio company controllership
RAQM Advisory delivers controllership oversight for portfolio companies, supervising financial reporting, internal controls, accounting policy application, documentation, compliance coordination, and audit support. This service helps maintain disciplined financial operations and consistent reporting practices across businesses operating within private equity environments.
CFO services
RAQM Advisory provides fractional and interim CFO leadership, covering financial planning, budgeting, liquidity oversight, covenant monitoring, board reporting, performance analysis, and strategic support. These services strengthen financial governance and ensure portfolio companies operate with structured financial management during growth or transition periods.
Transaction Services
Financial due diligence
RAQM Advisory performs financial due diligence to assess historical earnings, working capital dynamics, revenue recognition, accounting policies, cash generation, and risk areas. Our work provides structured financial insight to support investment evaluation and decision-making for private equity transactions.
Post-acquisition accounting and integration
RAQM Advisory supports portfolio companies following an acquisition by organising accounting records, aligning reporting structures, documenting policies, integrating financial processes, and stabilising month-end close activities. This ensures the finance function meets new information, governance, and investor reporting requirements after closing.
Finance Transformation
Accounting and finance transformation
RAQM Advisory assists portfolio companies in reshaping their finance functions through process redesign, control enhancements, reporting standardisation, team structuring, and continuous improvement. The objective is to create a reliable, scalable, and efficient finance environment aligned with investor expectations.
NetSuite implementation and optimisation strategies
RAQM Advisory supports NetSuite implementation and optimisation, including configuration, reporting setup, chart of accounts design, workflow development, and control structuring. Our objective is to align the ERP environment with accounting requirements, operational activity, and portfolio-level reporting needs.
Tax Advisory
Portfolio company tax management
RAQM Advisory provides portfolio company tax management, including compliance coordination, filings, tax accounting support, documentation, planning oversight, and interaction with tax authorities or advisors. This ensures obligations are monitored, reported accurately, and aligned with applicable regulations across jurisdictions.
You’ll Know What
Client Experiences That Speak for Themselves
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
