Your Portfolio Companies. One Finance Team

PE & VCs firms lose time, margin, and visibility when every portfolio company runs finance differently. SmartPortfolio gives you one PE-literate finance and accounting team, purpose-built to deliver investor-ready reporting, EBITDA clarity, and scalable portfolio-wide finance operations.

Finance Functions Are Quietly Destroying EBITDA

Most PE / VC-backed companies outgrow their finance function long before they realise it. As the business scales through organic growth, bolt-ons, or operational change, finance teams struggle to deliver timely accounts, clear EBITDA reporting, and investor-ready insights. The result is delayed management accounts, unexplained EBITDA movements, weak reporting packs, and too much time spent on compliance instead of value creation.

Building this capability in-house is costly and slow. A full-time Finance Director alone can cost £90,000–£130,000 a year before on-costs, and one hire still cannot solve the same problem across multiple portfolio companies.

0 %
Cost saving vs. equivalent in-house hire
0 days
Typical time to a fully operational finance function post-acquisition
0 team
Across your entire portfolio – standardised outputs, single point of accountability

Outsourced Finance, Built for PE / VC Firms

SmartPortfolio is BSMART’s dedicated service for private equity firms and their portfolio companies. Our team brings together experience across PE/VC-backed businesses and deep delivery capability – handling everything from day-to-day bookkeeping to investor-ready reporting and EBITDA analysis.

Whether you are deploying capital into a new acquisition, running a 100-day value creation plan, or simply trying to get clean, timely numbers out of an existing portco – SmartPortfolio gives you the infrastructure to do it without the cost of building it in-house.

What We Cover

Investor-Ready Management Accounts

Monthly management accounts structured for PE/VC reporting standards – not just statutory compliance. Delivered on time, every month, with commentary that your board can act on.

Key outputs:

  • Monthly P&L, balance sheet, and cash flow
  • Variance vs. budget and prior year
  • Board pack narrative and commentary
  • Formatted for LP / IC reporting where required

Clear, auditable EBITDA calculations with run-rate adjustments, one-off items flagged, and bridge analysis from prior period – the outputs your deal team and operating partners need.

Key outputs:

  • Normalised EBITDA with add-back schedule
  • Period-on-period bridge (volume, price, cost)
  • Management EBITDA vs. reported EBITDA reconciliation
  • Covenant compliance support

For newly acquired portfolio companies, we deploy rapidly to establish a clean, scalable finance function during the critical first 100 days – giving your operating team reliable numbers from day one.

Key outputs:

  • Finance function assessment and gap analysis
  • Chart of accounts and reporting framework design
  • Systems review and quick-win automation
  • Month 1 management accounts within the 100-day window
  • Handover documentation and SOPs

The foundation of everything else. Accurate, timely, cloud-based bookkeeping and accounting – handled by a dedicated team with UK compliance expertise and GDPR-compliant processes.

Key outputs:

  • Daily/weekly transaction processing
  • Bank reconciliations
  • Accounts payable and receivable management
  • Payroll coordination
  • VAT returns and HMRC compliance

Turn raw financial data into decision-ready insight. We design and deliver management information systems that surface the KPIs your portfolio company leadership actually needs – and automate the reporting that is currently eating your finance team’s time.

Key outputs:

  • KPI dashboard design and build
  • Automated month-end reporting packs
  • Cash flow forecasting models
  • Excel/Google Sheets automation
  • Integration with existing ERP and accounting software

Designed Around How PE / VC Works

Priced on outcomes, not headcount

Our model replaces the fixed cost of in-house finance hires with a flexible engagement that scales with the complexity and stage of each portfolio company. You pay for what you need, when you need it – not a full-time salary for a function that is only 60% utilised.

Standardised outputs, portfolio-wide

Every portco produces management accounts and EBITDA reporting in a consistent format – making it faster to consolidate, compare, and report at the portfolio level. Operating partners spend less time chasing numbers and more time using them.

Deployed fast, especially post-acquisition

We can have a finance function operational within the first 30 days of an acquisition. Our 100-day setup service is built specifically for the post-close window – when the deal team has moved on but the finance infrastructure is not yet in place.

PE/VC-literate from day one

Our team understands the language, outputs, and expectations of PE/VC-backed environments. We know what an operating partner needs from a management pack, what an IC presentation requires, and what your auditors will ask at year-end. We do not need to be taught how PEs/VCs works.

Why BSMART

BSMART has been delivering outsourced finance and accounting services for over 25 years, with more than 1,000 clients and 100 team members across the UK and India. SmartPortfolio draws on that infrastructure, combined with direct experience working within PE/VC-backed environments.

PE/VC-experienced team
Our team includes professionals with direct experience inside PE/VC-backed businesses and advisory environments – so we understand the reporting expectations, pace, and commercial sensitivity of working within a PE/VC-owned portco.
Scalable across your portfolio
Add a new portfolio company in weeks, not months. Our team can absorb new engagements rapidly – whether that is a bolt-on acquisition or a new fund investment – without the recruitment and onboarding lag of in-house hiring.
UK-qualified, India-delivered
Our delivery model combines UK-qualified oversight with India-based execution – giving you UK-standard work at a fraction of the cost of a local hire. All work is GDPR-compliant with full accountability.
Technology-agnostic
We work with your existing software – Xero, QuickBooks, Sage, NetSuite – or advise on the right tool for the company’s stage. No forced migrations; no switching costs.

How It Works

Discovery Call

We spend 30 minutes understanding your portfolio structure, the specific portco or portcos involved, current finance setup, and what good looks like for you.

Tailored Proposal

We scope the engagement around your specific needs - services required, reporting timelines, software environment - and provide a fixed-price proposal within 5 business days.

Go Live

We onboard within 2–4 weeks and begin delivering. For 100-day engagements, we move faster - deployment can begin within one week of mandate.

Ready to Bring Your Portfolio Finance In Order?

Whether you are planning a new acquisition, trying to get cleaner numbers from an existing portco, or looking to reduce finance overhead across your portfolio – we would like to hear from you.