The accounting partner
that grows with you.
From bootstrapped beginnings to Series A and PE-backed exits — Simplexity is the dedicated accounting partner at every stage of the journey. We don't just look in the rearview mirror. We look ahead and around corners.
From first raise to final wire.
We've founded dozens of companies, raised hundreds of millions in venture capital, and guided clients through exits to Oracle, Capital One, and beyond. Every stage of the journey — we've been there. That's why we built Simplexity.
Seed Round
Investor-ready financials from day one. Data room tidy. KPIs sharp. Board packages that prove you can hit milestones.
Series A & Beyond
BvA analysis, SaaS revenue recognition, board and investor reporting. Your institutional investors expect precision — we deliver it.
Entrepreneur
You're building. Clean books, payroll, monthly reporting — handled. The last thing you need slowing you down are your finances.
PE & Exit
Audit-ready books. Normalized EBITDA. M&A diligence. We've been building toward this moment since your first raise.
Why entrepreneurial companies struggle at exit
Most accounting problems surface during diligence — when the damage to valuation is already done.
Messy books kill deal timelines
Disorganized financials can delay close by 3–6 months. Buyers and auditors demand defensible, GAAP-compliant records — and remediating mid-diligence is costly.
Big 4 is expensive and slow
Large firms charge $400–600/hr and assign junior staff to portfolio work. You pay for the brand premium, not the PE-specialized expertise your deal requires.
Analysts know finance, not GAAP
PE analysts are strong on metrics and modeling. But revenue recognition, historical reconstructions, and audit-ready close processes require CPA-level depth.
Full-spectrum accounting
across your growth lifecycle.
From embedded monthly operations to exit-day diligence — we cover it all.
Portfolio Accounting
Embedded monthly close, AR/AP, payroll, and compliance — functioning as your portfolio companies' internal accounting team.
Learn more →Exit Preparation
3–4 year financial reconstructions, revenue recognition cleanup, metric normalization, and Big 5 audit readiness.
Learn more →M&A Diligence Support
Data room preparation, diligence request response, buyer Q&A, and audit facilitation from go-to-market through close.
Learn more →Transaction Accounting
Pre-acquisition clean-up — transforming disorganized books into clean, defensible financials acquirers expect.
Learn more →Fractional CFO
Board-ready reporting, KPI dashboards, runway modeling, and strategic financial advisory — without a full-time hire.
Learn more →Regulatory Compliance
GAAP compliance, multi-entity structures, and policy documentation — ensuring nothing unexpected surfaces during diligence.
Learn more →Financial Modeling & Advisory
Five-year pro formas, BvA frameworks, and scenario analysis — models built to support raises, board decisions, and exits.
Learn more →Cash Management & Treasury
Weekly cash reporting, 13-week forecasting, covenant tracking, and real-time runway visibility — no cash surprises.
Learn more →Equity & Cap Table Management
409A coordination, option accounting, waterfall modeling, and cap table maintenance — clean and defensible at every stage.
Learn more →How we work
A structured process built for PE deal timelines.
Discovery Call
We assess your portfolio company's accounting situation, timeline, and exit goals in 30 minutes.
Proposal in 48hrs
You receive a full engagement proposal within two business days. No generic packages.
2-Week Onboarding
Your dedicated team of 2–4 CPAs integrates directly into your portfolio company's operations.
Through Exit
Same team, same institutional knowledge — from clean-up through audit, diligence, and close.
Proven at the highest levels of M&A.
Simplexity has served as lead accounting partner on acquisitions by major strategic buyers — with transactions up to $250 million. Selected as exclusive partner by leading M&A advisory firms.
What our clients say
This is the service I recommend most highly out of all the services we use because they save me the most time on finances and HR. They're a human system, not a software system. My team at Simplexity has become an extension of our team and has an in-depth knowledge of the business not commonly found with an outsourced resource.
If you want to grow your company by leaps and bounds that's when you need to look at Simplexity. They've helped us turn our books and financials into venture ready financials. And helped us focus on the business and not be distracted with HR and all the end of the month responsibilities.
They're very forward thinking. There's not a month that goes by where there is something I need to be aware of that I wasn't thinking about. If Simplexity wasn't handling all these different services, there's no way I could focus on what's critical for the company.
Why PE firms choose Simplexity.
We're not a generalist firm that occasionally touches PE deals. We were built specifically for private equity sponsors and M&A advisors.
Our entire platform — team structure, retention model, reporting cadence — reflects the demands of PE-backed companies preparing for exit.
Talk to Our Team →Dedicated Teams
2–4 professionals assigned exclusively to your engagement. No shared resource pools.
Industry Retention
Unmatched employee retention means your team doesn't change mid-engagement.
M&A Track Record
Lead accounting partner on 50+ exits including Salesforce and Capital One acquisitions.
24hr Proposals
Every engagement is proposed within 24 hours. We move at deal speed.
A modest investment.
An outsized return at exit.
Professional accounting infrastructure early in the cycle generates returns through higher valuations and smoother audits.
- Monthly close & reconciliation
- AR / AP management
- Payroll processing
- Board-ready reporting
- Dedicated team
- Historical reconstruction (3–4 years)
- Revenue recognition cleanup
- Big 5 audit preparation
- Data room package
- Valuation protection
- Diligence request management
- Data room assembly
- Buyer Q&A support
- Audit facilitation
- Post-diligence remediation
Your next exit starts
with clean books.
Start preparing 12–18 months before go-to-market. We deliver proposals within 24 hours of a discovery call.
📧 info@simplexity.co · Response within 2 business days