Finance Function Diagnostics for Portfolio Companies
One of the biggest risks in a growing business is a finance function that has not kept pace with change.Â
Gaining clarity on what is working and what needs strengthening
One of the biggest risks in a growing business is a finance function that has not kept pace with change.
Numbers may be produced, but reporting may lack clarity. Forecasts may feel uncertain. Processes may rely too heavily on individuals. Small gaps can become bigger issues over time.
Artemis Clarke supports investors and portfolio companies by providing a clear, structured view of how the finance function is operating and where improvements can be made.
When a diagnostic is most valuable
A finance function diagnostic can be particularly helpful:Â
- Shortly after investment, to understand the starting pointÂ
- Before making a senior finance hireÂ
- During a period of rapid growth or changeÂ
- When reporting does not feel as clear or reliable as it shouldÂ
- As part of preparing for funding or exitÂ
It provides a practical way to identify risks, gaps and opportunities without making assumptions.Â
A practical, accountant led perspective
Because our team comes from an accounting background, we look at the finance function through an operational lens. We focus on what the business needs to support growth, decision making and investor confidence.Â
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We look at areas such as:Â
- Quality and consistency of management informationÂ
- Strength of forecasting and cash visibilityÂ
- Structure and capability within the finance teamÂ
- Processes, controls and systemsÂ
- Alignment between finance and the wider businessÂ
The outcome is a clearer understanding of what is working well and what may need to evolve as the business grows.Â
This often links naturally to our Financial Health Check and Finance Team Diagnostic services, which provide a structured review and practical recommendations.Â
Turning insight into action
In some cases, the next step may be strengthening the team. In others, it may be improving processes or bringing in additional support.Â
By starting with a clear view of the current position, investors and leadership teams can make better informed decisions about what the business needs next.Â
Let’s start with a conversation
If you work with growth stage businesses and want a partner who understands finance from the inside, we would be very happy to connect.
Sometimes the right first step is a hire. Sometimes it is interim support. And sometimes it is simply a conversation to sense check what the business needs next.
What matters is getting the finance leadership right at the moments that count.
Contact Details
London: 020 8191 2124
Bristol: 0117 244 1891
Email: enquiries@artemisclarke.co.uk
