Work

    We do three things for PE-backed companies. We diagnose finance operations with surgical precision. We architect the target state that buyers pay a premium for. And we stay alongside you to make sure the standard holds.

    Exit-Ready by Design

    Every diagnostic we run, every operating model we design, every advisory relationship we maintain is built against one standard: will this accelerate exit and improve multiples?

    Verzia Index→
    The Diagnostic→
    Transformation Architecture→
    Verzia Advisory

    Tier 1

    The Verzia Diagnostic

    30 days to clarity.

    A 30-day rapid assessment of finance operations health for PE portfolio companies. Covers six dimensions: data integrity, system architecture, process maturity, compliance readiness, AI readiness, and exit preparedness. Every finding is mapped against two lenses: operational improvement potential with EBITDA impact estimates, and exit readiness acceleration.

    The deliverable is a prioritized transformation roadmap: not a slide deck of observations, but a sequenced plan with quantified outcomes PE sponsors can use in board reporting and LP communications.

    The Diagnostic includes an AI Readiness Score evaluating the portfolio company's data quality, system architecture, and process maturity for AI-enabled finance tools. With buyers increasingly evaluating AI capability at valuation, this is no longer optional.

    Learn About the Diagnostic

    Tier 2

    Transformation Architecture

    Design the finance function buyers pay a premium for.

    Target-state finance operating model design: systems, people, processes, and AI integration. Every blueprint includes an AI integration plan specifying which tools fit where, a NetSuite optimization or Autonomous Close readiness pathway, and exit-readiness design principles embedded in every recommendation.

    The deliverable is detailed enough that your internal team or Verzia practitioners can build from it. Verzia designs. You decide who builds.

    Discuss Your Transformation

    Ongoing

    Verzia Advisory

    Stay exit-ready. Always.

    Ongoing partnership for companies that have completed a Diagnostic or Transformation engagement. Monthly Finance Health Pulse, quarterly strategic review, priority access for ad hoc guidance, technology and regulatory watch briefings, and an annual light-touch Diagnostic refresh.

    Not a retainer for retainer's sake. A discipline that keeps your finance function at the standard buyers expect, continuously, not just at transaction time.

    Learn About Advisory

    How We Deliver

    When a transformation requires hands-on execution, Verzia deploys practitioners from a curated network of senior finance professionals, each vetted for PE-specific experience, each operating under Verzia methodology, every engagement led by a Verzia principal. This is how we scale delivery without the overhead that inflates fees or dilutes expertise.

    Case Study 01

    The $27M No One Could Find.
    The $2B Exit That Followed.

    A PE-backed SaaS company migrated from QuickBooks to NetSuite. The implementation broke.

    Five hundred thousand rows of revenue data were imported as journal entries stripped of every identifier. No customer names. No sales order references. No audit trail. A $27 million discrepancy sat frozen in the system. Unreconciled. Unexplained. No revenue waterfall. No way to trace what had been recognized, what was deferred, or why the numbers were what they were.

    The data was technically in the system. It was functionally inaccessible.

    Then the annual audit arrived. It needed a fair value analysis for every product SKU. Salesforce wasn't configured to surface discount data at the SKU level. The systems that could perform the analysis weren't in the budget. They weren't coming.

    The company was heading into a Big 4 audit with $27 million it couldn't explain and a fair value methodology it didn't have.

    The exit clock was ticking.

    The Work

    The work ran on two tracks, simultaneously, under audit pressure.

    The $27M couldn't be approached with a standard lookup. The two systems used entirely different customer naming conventions. Direct matching was impossible. Fuzzy matching logic and AI-assisted reconciliation were applied across all 500,000+ rows. Every revenue line reconstructed. Every line traced back to its originating sales order and customer.

    What had been an impenetrable black box was decomposed methodically, line by line, order by order, until the full picture emerged and a complete revenue waterfall could be built. That report became the foundation for audit testing and sample selections.

    On the fair value side: rather than wait for a system that wasn't coming, an alternative methodology was built from the data that existed. Designed for auditability from the first calculation. Brought to the auditors before a single number was finalized.

    It held.

    The Outcome

    Revenue recognition positions held. No restatements. No costly system overhaul. The $27M was reconciled, documented, and audit-ready. The revenue waterfall, frozen since the migration, was restored.

    The company passed its audit.

    The deal moved forward.

    The company sold for over $2 billion.

    The problems that kill exits rarely announce themselves. They accumulate quietly in the infrastructure. In the migration no one fully tested, the system no one thought to configure, the data no one could read. By the time they are visible, the clock is already running.

    This is the work.

    Every Verzia engagement is built on an AI-augmented methodology. Our consultants deploy BlackLine, FloQast, DataSnipper, Trullion, and MindBridge, embedded into a proven close optimization and compliance framework, to deliver results in weeks that traditional approaches take quarters to achieve.

    The judgment is human. The speed is machine.