3 Reasons Why You Should Outsource Your Portfolio Operations Team

Portfolio companies refer to those that venture capital firms, private equity firms, and other financial investment firms own equity. The goal of investors with these companies is to increase their value and earn a return on their initial investment through sale. Investing in portfolio companies can be done through one of three ways: developing equity in a company, buying out a company, or funding a startup.

The reality is about a third of portfolio companies don’t succeed, so if you’re looking to strengthen and grow your portfolio companies, outsourcing is the way to go. Outsourcing is no longer a trend but now an established pattern for many private equity firms – in the United States, between 30 to 40 percent of firms are outsourcing.

When you entrust your portfolio operations to a reputable and trusted outsourcing provider, you are assured of the following advantages:

Low costs, high quality talents

Hiring a full team in-house for your portfolio operations may not be the most cost-efficient choice given the labor and operational expenses that this entails. When you outsource, you’ll be able to cut on these costs and even skip the time-consuming recruitment process, since these will all be handled by your provider. And in spite of the lower cost, you are assured that quality of service will not be compromised.

In fact, partnering with the right outsourcing company will give you access to a pool of highly skilled finance and accounting experts to manage your portfolio operations. These talents are equipped with advanced industry knowledge and technical know-how that can surely add value to your company.

Improved efficiency

A dedicated team of outsourced portfolio operations specialists can address issues in capacity, resource allocation, and compliance to industry standards, resulting in increased efficiency and productivity in the workplace. Internal operational efficiency is vital to sustainable business management and profit optimization.

Focus on core competencies

Outsourcing the portfolio part of your practice may free up more of your personnel’s workloads, enabling them to give focus on the core aspects of the business that lead directly to revenue generation. This is also an opportunity to better engage with clients by providing more attention to their overall financial planning services.

You may enjoy these benefits and more so long as you choose the right outsourcing company that also ensures:

• Access to talent through their A+ recruitment process
• Cost savings of up to 70%
• Adaptability in technological advancement
• Established Information Security
• Operational excellence
• A great F&A team
• Information and data security
• >60 Net Promoter Score: Sense of security and peace of mind

Partnership with Infinit-O

Infinit-O’s mission is to create endless opportunities for your company to realize its full potential.

Let’s work together to build a great F&A Team.

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We partner with the world’s fastest-growing tech companies who want to scale and advance their brand.

Demonstrated by our world-class Net Promoter Score of 67+, we deliver the highest quality outsourcing services using our unique data driven approach – combining powerful technology and high performance teams within our highly-engaged and agile culture.

Our expertise includes CX, engineering, data science & analytics, sales & marketing, and back office services.