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PE, VC, & Investment Banking

Revolutionizing portfolios, one PortCo at a time. Optimize operations, ignite returns and growth.

An experienced, dedicated partner for every stage of the investment lifecycle.

We know capital—the players, the deals, and the language

Our unique combination of experience and in-depth industry expertise lets us strengthen your business while improving the companies you’re investing in. 

Agility and speed

No independence issues and a deep roster of ex-Big 4 CPAs and management consultants means we can initiate a project and scale to meet your needs on a dime.

Enhance your business

Our team's collective expertise boosts alignment, streamlines operations, and unlocks hidden value across your portfolio.

Anticipate needs

Our customized services anticipate needs and opportunities, making sure you’re always moving forward.

Happy consultants make happy clients

People do their best work when they’re happy. That’s why we’ve created the absolute best workplace for consultants. No wonder our NPS is over 70% higher than the industry average.

PE, VC, & Investment Banking solutions

Embark provides a wide range of services for the PE, VC, & Investment Banking industry, including:

Accounting & Reporting
Technical Accounting
Financial Reporting
Financial Audit Facilitation
Process Optimization
Clean Up
Finance & Accounting Team Continuity
Outsourced Accounting
Internal Audit and Controls
Finance Transformation
Analytics & Automation
PE/VC PortCo Advisory Services

Accounting & Reporting
Accounting & Finance Team Continuity
Interim & Fractional CFO Services
Digital Transformation
Capital Markets
M&A Activity
Outsourcing & Team Continuity
Team Continuity For Critical Talent Voids
Systems Integration & Implementation
Review and improvement of controls & processes
Audit facilitation
Facilitate all IPO or acquisition goals
Technical accounting guidance

Data Analytics & Automation
Data Visualization
Advanced Analytics
Data Infrastructure
Office of the CFO Services
CFO Services (interim/fractional CFO service, capital raising)
Finance Transformation
M&A Activity
Pre-Transaction Diligence 
Acquisition Execution
Post-Transaction Support
Optimization and Growth
Exit: Sale, IPO, Divestiture
Business Combinations / Purchase Price Allocation
Goodwill & Long-Lived Asset Impairment
Private Equity Portfolio Valuation
Fair Value Measurements
Fresh Start Accounting (Restructuring / Bankruptcy Valuation)
Financial Securities & Compensation
Tax Valuation
Economic Modeling
Digital Transformation
Technology Enablement
Project & Change Management
Data Analytics & Automation
Project & Change Management
Project/Program Management
Governance Planning and Design
Stakeholder and Change Impact Analysis
Organizational Readiness
Training Design, Development, Delivery
Knowledge Management
Strategic Planning and Roadmapping
Human Capital Transformation
Strategic Planning and Roadmap Development
Operating Model Optimization
Technology Enablement
Transactions Strategy & Support
PMO & Change Management 
Data Analytics & Automation
Finance, Accounting, IT & Operations Alignment
HR System Implementation and Ongoing Support
ESG & Sustainability
Reporting Readiness & Gap Assessment
SEC Climate-Related Disclosures
Double Materiality Assessment
GHG Inventory & Carbon Accounting
Report & Disclosures Preparation
Process Design, Documentation, & Optimization
Data Collection, Mapping, & Analysis
Technology Enablement and Implementation
Project & Change Management
Capital Markets
IPO Readiness Support
IPO/SPAC Lifecycle Support
SEC Reporting and Filings
Acquisition Accounting
Carve Out Financial Statement Preparation
SOX Readiness
Technical Accounting
Financial Audit Facilitation
System Integration / Global Consolidation
Process Improvement
Finance & Accounting Team Continuity
Outsourcing & Team Continuity

Accounting Team Continuity
FP&A Team Continuity
Interim CFO Services
Fractional CFO Services
Outsourced Accounting
Outsourced FP&A


The Reporting Automation Playbook for Private Equity Funds

04 Jan 2023 PE/VC

Embark’s Reporting Automation Playbook walks PE firms through the different methods of combining disparate portco data into relevant, timely fund reporting for management, discussing the unique benefits and drawbacks to each, and where automation shines.

Transaction and portfolio experts helping your returns soar

Drew Solomon

Managing Director, Transaction Services Practice Leader

Matt Schwartz

Managing Director

Tell us what you need help with

All Embark solutions begin with a conversation. Fill out this form and one of our experts will follow up with a call. We can then better understand your needs and craft the right solution for your organization.

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