Value Creation
A strong finance function drives the multiple.
A professionalized finance function powering a growing company with clean numbers, defensible KPIs, and diligence-ready books is worth multiple turns of EBITDA at exit.
GROW SMARTER
Accounting for
Investor-Backed Companies
We partner with VC and growth-equity investors to professionalize the finance function inside their portfolio companies, from Series A through exit.
A Financial Foundation Built for Investor-Backed Companies
Strategic finance, sophisticated analysis, and a high-performing accounting system, purpose-built for your portfolio.
Vaerifi designs, implements, and operates the financial infrastructure your portfolio companies need to scale and be diligence-ready at every capital event.
We implement the right technology, processes, and controls to reduce manual work, get revenue recognition, reconcile ARR to GAAP cleanly, and produce consistent, institutional-grade reporting your firm can rely on across the portfolio.
Our team has run finance inside venture- and PE-backed technology, healthtech, and consumer businesses, and we know which questions auditors, quality-of-earnings providers, and next-round investors ask.
Once we build a solid foundation inside a portfolio company, the numbers become far more useful to you: better insights, stronger performance, and a higher multiple at exit because a buyer can verify it.
MonthLY BookKeeping
And Close
A GAAP-aligned monthly close built for investor-backed companies. Deferred revenue reconciled cleanly, and books that hold up under next-round diligence and year-end audit.
Chart of accounts built for tech and SaaS economics
GAAP-aligned close on a 10-day cycle
ASC 606 revenue recognition done right
Advanced
Financial Reporting
Decision-ready reporting that ties operating metrics to financial results, so leadership, the board, and investors can see what is driving the business by product, segment, and customer cohort.
ARR, NRR, gross margin, CAC payback, Rule of 40
Cohort and customer-segment reporting
Board-ready package produced from a single source of truth
Cash Flow &
Capital Planning
Forward-looking visibility into burn, runway, and capital decisions. Insights leadership, boards, and lenders can count on for planning R&D investment, hiring, and reserves.
13-week cash forecast maintained monthly
24 to 36 month operating model tied to a single source of truth
Scenario modeling: base, downside, upside
Investor &
Board Reporting
The same numbers, in the same format, every month. Board packages, investor updates, and diligence data all draw from a single source of truth.
Standardized monthly board package
Investor update templates on a monthly, predictable cadence
Consistent format across every portfolio company
Diligence &
Audit Support
Books, schedules, and documentation prepared the way auditors, quality-of-earnings providers, and next-round investors expect. Diligence-ready data maintained on an ongoing basis, not assembled under deadline.
Audit-ready reconciliations and support schedules
Written revenue recognition policy memo
Cap table and ASC 718 stock comp reconciled monthly
Embedded
Finance Team
For portfolio companies that need more. We plug into the finance function at any layer, from controller to bookkeeper to FP&A, working alongside the existing team or running it end to end.
Fractional controllers with deep SaaS experience
FP&A support for planning and board reporting
Flexible engagement models by portfolio company
STRATEGIC FINANCE & ACCOUNTING SOLUTIONS FOR INVESTOR-BACKED COMPANIES
We build smart financial operations that keep investor-backed companies growing.
WHAT OUR CLIENTS SAY
“As we continue to scale up a fast-growing SaaS business, we sought an upgraded finance back-office capability that could keep pace with our platform and growth. Alex stepped in and quickly elevated our financial operation, almost instantly bringing relevant structure across reporting, forecasting, and financial planning. He improved how our financials are communicated and gave our leadership team, board, and investors clear visibility into the business. The transition has been very well received, and I’d highly recommend Vaerifi to any founder looking for a trusted financial partner to help scale their company.”
Peter Nassif
Founder & CEO
Royal Health, Inc.