Funds, Family Offices & Portfolio Companies
SRMG Consulting works with founder-led businesses, finance teams, investors, and globally operating companies that need stronger finance execution, sharper reporting, tighter compliance, and scalable systems. Whether the need is day-to-day finance operations, CFO advisory, transaction readiness, automation, or cross-border support, we tailor the model to the stage and complexity of the business.
Funds, Family Offices & Portfolio Companies
Built for investment platforms and portfolio environments that need better visibility, cleaner finance operations, and stronger investor-facing reporting.
- Fund accounting and reporting support
- LP reporting and fund-level packs
- Portfolio company financial health reporting
- Portfolio dashboards, compliance tracking, and review packs
- Due diligence, structuring, and transaction support