How NetSuite can Solve the Things You Deal with as a Private Equity Company

As your private equity portfolio is growing, you might run into various limitations. This blog presents numerous ways ERP systems can help private equity firms and their portfolio companies improve performance and grow.

Choosing the right ERP tool is crucial. Mid-to later-stage companies that have been acquired by a PE firm or raised significant capital face numerous challenges, such as:

❌ Infrastructures that no longer meet their needs

❌ Poor data quality

❌ Poor transparency

❌ Hiring challenges

❌ Onboarding Logjams

❌ Inability to expand globally

These companies often have complex organizational structures and lofty growth objectives, which leaves little room for operational inefficiency. What they need at first is a strong financial foundation to maintain transparency and develop a base for which to expand with
Capabilities like financial management, item management, and the automation of procure-today and order-to-cash.

They need basic features such as dashboards for various roles for example:

🧑🏻‍💻 Controller

🧑🏻‍💻 Executive management

🧑🏻‍💻 Purchasing and accounts receivable

🧑🏻‍💻 Sales

🧑🏻‍💻 Inventory management and administration

They need common metrics such as:

📈 Revenue recognition

📊 Financial Reports

🎮 Process Controls

They need something that can support a growing footprint, with more locations and larger numbers of customers now, while preparing for localization and multi-currency needs, as well as other functionality to support global expansion.


More information

Discover how Private Equity firms manage their portfolio as one organization using NetSuite