Sector focus

Accounting software for private equity backed businesses

Navigating the demands of a private equity backed business requires CFOs to balance rapid growth with rigorous financial oversight. This demands robust financial management software that delivers the critical insights needed to drive value creation.

Empowering the finance function

As a CFO in a private equity backed business, you'll face ambitious growth targets and high expectations. Your role requires data-driven decisions while managing expansion, acquisitions, investor reporting, and compliance requirements.

Outdated systems can slow decision-making and limit value creation. By partnering with Datel, you'll gain a strategic advantage that grows with your business. Our finance management and ERP solutions turn financial data into actionable insights and give you the agility to meet changing investor demands throughout your investment journey.

How the right accounting software can enable the PE-backed CFO

A well-implemented finance solution enables PE-backed businesses to improve operational efficiency, drive value and communicate performance with investors effectively. Deploying a scalable solution future-proofs your software as your business grows with integration and additional functionality for every stage.

Enhance investor visibility

Access custom dashboards, real-time reporting and simple dimensional analysis to provide data-driven insights.

Manage capital structures

Streamline consolidation and review performance across the business with multi-entity management.

Manage buy-and-build strategies

Integrate acquired companies into your solution quickly and easily.

Strengthen compliance confidence

Stay audit-ready with accurate, consolidated financial data. 

Automate and streamline processes

Improve efficiency and reduce manual financial tasks with automated and well designed processes.

Analyse every scenario

Understand the impact of business decisions within minutes to help you to plan ahead with confidence.

Why partner with Datel

We understand the unique pressures facing finance leaders in private equity environments. With decades of experience implementing financial and ERP software for PE-backed businesses, our specialised team delivers solutions tailored to your specific challenges and growth objectives.

  • PE specific implementation experts: Our consultants understand investor requirements and reporting needs, ensuring your solution delivers maximum value.
  • Rapid deployment methodology: Quick implementation approaches designed to minimise disruption while accelerating time-to-value.
  • Ongoing strategic support: Continuous guidance beyond implementation to help you leverage your solution through changing business requirements.
  • Value-creation focus: Solutions designed to enhance operational efficiency, improve decision-making, and support your exit strategy.
  • Industry leading technology partner: Access to best-in-class financial software and specialised add-ons for PE-backed businesses.
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Expert advice from the PE community

We brought together an expert panel to discuss the different stages of private equity investment. In this clip Stephen McNicol from Sage discusses what technology can support PE-backed businesses in the first 100 days of investment. The advice is clear:

  • Align digital transformation to business outcomes
  • Find ways to scale and automate by taking away manual processes
  • Link to strategies around growth and operational effectiveness

Book a consultation today

Learn how financial transformation can accelerate your business growth and optimise your operations.

Sage Intacct

Best-in-class finance management solution 

For businesses seeking greater financial control and automation, Sage Intacct offers: 

  • Real-time financial insights for informed decision-making.
  • Multi-entity and multi-currency capabilities to simplify complexity around consolidation and buy-and-build strategies.
  • Automation tools to optimise finance workflows and improve efficiency. 

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For product-centric businesses

Investment-backed businesses in manufacturing, distribution, and retail require more solutions beyond financial management. Datel can provide full ERP and business-management solutions to support your growth.

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Sage 200

The business management solution that gives you total control over financials, supply chains and more.

Find out more
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Sage X3

A global, customisable ERP solution for enterprise-level business management and insight.

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Frequently Asked Questions

Is Sage Intacct right for PE-backed businesses?

Sage Intacct is ideal for PE-backed businesses requiring sophisticated financial management without the complexity of a full ERP system. It excels at multi-entity consolidation, dimensional reporting, and real-time analytics - critical capabilities for investor reporting and value creation. Particularly well-suited for service-based and SaaS companies, Intacct's cloud architecture enables rapid scaling during high-growth phases and seamless integration with other business systems.

Datel's experience in implementing Sage Intacct for PE-backed CFOs ensures you receive the support required to get up-and-running quickly, while our tried and tested integration capabilities allow you to connect existing business systems to enhance visibility and efficiency across your organisation.

Is Sage 200 right for PE-backed businesses?

Sage 200 offers a comprehensive business management solution for PE-backed companies requiring both financial control and operational functionality. It's particularly valuable for mid-sized product-centric businesses in manufacturing, distribution, or retail that need stock management alongside financial functionality. Sage 200 provides the visibility PE investors expect while supporting the operational complexities of businesses with physical products and supply chains at a cost-effective price point.

Is Sage X3 right for PE-backed businesses?

Sage X3 is well-suited for larger PE-backed businesses with complex operational requirements across manufacturing, distribution, and international operations. It delivers enterprise-grade functionality including advanced supply chain management, multi-site production, and comprehensive financial consolidation across currencies and jurisdictions. For PE portfolios pursuing aggressive buy-and-build strategies or international expansion, X3 provides the scalable infrastructure to support rapid growth while maintaining financial visibility and control.

How quickly can an accounting and finance solution be installed?

Implementation timeframes vary based on solution complexity and business requirements, but our rapid deployment methodology is designed specifically for PE-backed businesses where time-to-value is critical. Cloud solutions like Sage Intacct can typically be implemented in 8-12 weeks, while more comprehensive ERP implementations like Sage 200 or X3 generally require three months to one year. Our experience with PE-backed businesses allows us to prioritise critical functionality first, ensuring you gain essential financial visibility quickly while building toward comprehensive capabilities.

Does Datel have experience working with PE-backed businesses?

Datel has extensive experience in implementing financial and ERP solutions for PE-backed businesses across diverse sectors. We understand the unique pressures of operating in high-expectation environments with demanding reporting requirements and accelerated growth trajectories. Our consultants have experience in PE reporting needs, value creation strategies, and the operational challenges of rapid scaling. We've supported businesses through multiple funding rounds, buy-and-build expansions, and successful exits, giving us invaluable insights that benefit our PE-backed clients.