Shared Services Support for Private Equity Portfolio Companies

A value creation plan rarely has room for a slow hiring process. We stand up back office, bookkeeping, and support functions quickly enough to matter during the first 100 days after a close, and we build them to be replicated across other portfolio companies without starting from zero each time.

What We Handle

Back office and administrative support, bookkeeping and financial reporting, customer support, and standardized processes that a portfolio company or an operating partner can roll out to additional acquisitions without renegotiating everything from scratch.

What PE Portfolio Companies Typically Outsource

The pattern across this industry is consistent: the work below does not need to sit inside your office to be done well, and moving it out is usually the difference between your core team doing their real jobs or drowning in coordination.

• Back-office standup: getting acquired-company admin functions running fast post-close
• Bookkeeping and reporting: monthly close support and the reporting cadence your fund expects
• Customer support: coverage that scales without adding local headcount to the P&L
• Data cleanup: CRM, customer, and vendor records after a merger or system migration
• Recruiting support: sourcing and screening as the portfolio company staffs up
• Playbook replication: the same trained process rolled out to the next acquisition

Why eleVAte

Because our teams are trained to your specific systems rather than a generic template, scaling up or down as a portfolio company's needs change does not require rebuilding the account each time.

How an Engagement Starts

The first step is a discovery call: 20 to 30 minutes on the portfolio company, the 100-day plan, and which functions need to stand up first. From there we map the workflow with you, put the data handling terms in writing, and train your dedicated team inside the systems you already run. Most accounts go from first call to live coverage in two to four weeks, with a weekly check-in from day one so quality is something you see, not something you hope for.

Common Questions

How fast can a team stand up after an acquisition closes?

Two to four weeks from discovery call to trained coverage for most back-office and support roles. For a 100-day plan, that means the function is running before the first board update, not after it.

Can the same setup be replicated across multiple portfolio companies?

Yes, and that is where the model compounds. The process documentation, training approach, and reporting cadence built for one company become the template for the next, without renegotiating from zero each time.

How does pricing work at portfolio scale?

Per dedicated team member per month, with structure agreed at the fund or operating-partner level if you want consistent terms across companies. We scope it on a discovery call.

Can you support a carve-out where systems are still being separated?

Yes, and it is common. The team can work across the transition service agreement period, moving from the seller's systems to the new stack as the separation completes, keeping the function running while everything changes around it.

Where To Go Next

Recruiter

Candidate sourcing, screening, and interview scheduling.

A 20 to 30 minute discovery call is enough to scope the role, the team, and the timeline.

No pressure and no sales script. You talk with the team that would actually run your account.