Fueling the Investment Lifecycle from Start to Exit
Private Equity and Venture Capital firms require accurate data, agile insights, and a trusted support team to stay ahead in a competitive investment landscape. At Zeta Assurance, we offer high-touch, white-labeled PE/VC support services that empower dealmakers and portfolio managers to move faster, make smarter decisions, and scale operations — without stretching their internal teams.
Led by Dhruvi Shah Kashiparekh (CA, CFA Level 3) and supported by a cross-functional team of analysts, accountants, and transaction experts, we bridge the gap between strategy and execution.
“Accelerate your investment thesis with smart, scalable back-office execution.”
Our Engagement Process
Scope Your Needs
Understand deal flow, portfolio volume, or fund operations
Deploy a Team
Analysts, accountants, or transaction specialists as needed
Execute & Report
Deliverables mapped to your timeline and quality standards
Iterate & Scale
Add or adjust resources as your needs evolve
Big 4-Grade Audit Experience
Tailored Financial
Planning Tools
Global GAAP Familiarity (India, US, IFRS)
Support Across Financial Year-End Closes
Collaborative With Internal and External Auditors
Book a Financial Planning Consultation
Our PE/VC Support Capabilities
Sector scanning & competitive landscape mapping
Investor/target outreach and pre-qualification
CRM & pipeline dashboard updates
Data room setup and coordination
Financial modeling and risk red-flag reporting
Quality of Earnings (QoE) support
Document vetting and audit trail maintenance
Monthly/quarterly reporting from portfolio companies
KPI dashboards, burn-rate analysis, and board packs
Budget vs. actual performance and variance commentary
ESG data tracking and compliance
Cap table audits, equity waterfall modeling
Financial clean-up for M&A or IPO readiness
Virtual data room management
Assistance in negotiations and term sheet reviews
Weekly/monthly performance reporting
Burn rate tracking and profit recovery milestones
Stakeholder communication dashboards
NAV calculations
LP reporting & capital call support
Fund cash flows, reconciliations, and compliance
Why Choose Zeta Assurance?
Big 4 Experience Meets Boutique Attention
Deep understanding of investor workflows and exit planning
• White-label support for fund managers and CFOs
Secure data environments and strict confidentiality
Flexible engagement models: per-project, retainer, or embedded teams
Who We Serve
Private Equity Firms
Venture Capital Funds
Funded Startups Preparing for a Round
Family Offices & Investment Boutiques
FAQ
Frequently Asked Question
Can your team work directly with portfolio companies?
Yes. We often serve as a bridge between portfolio teams and fund managers — preparing reports, cleaning financials, or onboarding new systems.
Are you familiar with VC/PE investor reporting formats?
Absolutely. We work with ILPA-compliant reporting, fund dashboards, and custom investor updates.
Do you support international funds?
Yes. We support clients across the US, UK, India, and Southeast Asia — and can customize for IFRS, GAAP, or other regulatory environments.
How fast can you deploy resources for due diligence?
Depending on the scope, we can assign a team within 2–4 business days for urgent diligence or deal evaluation