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How to Prepare Your Finance House for PE Due Diligence

This presentation breaks down what Private Equity investors truly look for during financial due diligence and why a clean, well-structured finance function is a non-negotiable requirement for any growing business. It highlights key deal-breakers, the importance of MIS and audited-statement alignment, the role of cash-flow discipline, and the governance standards investors expect. The deck also explains how strategic finance leadership elevates valuation readiness and how companies can leverage fractional CFO expertise and virtual CFO support to build investor-grade systems.

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How to Prepare Your Finance House for PE Due Diligence

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Presentation Transcript

  1. What PE Investors Really Want? A clean finance house that won’t blow up in diligence By : Contetra Private Limited

  2. Why Finance Readiness Matters? Investors reward predictability, transparency, discipline Clean numbers = trust + faster deal momentum Early support via fractional CFO services in Mumbai helps founders build investor-grade systems Strong finance hygiene prevents valuation leakage

  3. The Usual Deal-Breakers? Inconsistent revenue recognition MIS not matching audited statements Weak cost attribution & margin clarity Cash-flow surprises during diligence

  4. What Diligence Teams Really Look For Data accuracy & reconciliation reliability Policy discipline: revenue, cost, provisioning Working capital cycles that reflect reality Strength of internal controls & governance

  5. Data Integrity & MIS Alignment Internal MIS should tie back to statutory results Monthly margin movements must make sense Operational metrics should align with financial outcomes Build bridges between MIS → Audit → Board Packs

  6. Cash-Flow Visibility Forecasted receipts, payables & debt obligations Month-wise runway clarity Strong working-capital discipline PE investors hate liquidity blind-spots

  7. Controls & Governance Clear approval workflow + audit trails Segregation of duties Documentation culture for every financial process Governance is a valuation multiplier

  8. Finance as a Strategic Engine Finance must shift from compliance to decision-making Scenario modelling & sensitivity analysis Creating investor-grade commentary, not just numbers Strategic finance capability = deal confidence

  9. Accessing Scalable Expertise Growing companies can plug leadership gaps External specialists help build discipline early Builds credibility before outreach to PE funds Reduces execution risk during diligence

  10. Strategic Leadership Support Scale faster with virtual CFO services in India Brings forecasting, controls, board-level reporting Upgrades finance maturity with minimal overhead Builds confidence for investors, lenders & acquirers

  11. Contact Us +91 98338 18857 https://contetra.com/strategic- business-financial- management-solutions/ growth@contetra.com

  12. Thank You

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