Outsourced PE Associate - Sapling Financial

Outsourced Modelling & FP&A – Outsourced PE Associate

We provide smaller PE firms with the option of “renting” one of our team members to support their buy-side modeling needs. We offer a flexible and hassle-free solution to help you manage your workload and deliver high-quality results.

Our Approach

Our services include sourcing inputs, checking calculations of seller-provided models, building out Sources & Uses and IRR/MOIC, running scenarios, and more. We can also build models from scratch if needed, ensuring that your investment decisions are based on accurate and reliable data.

Our team members are highly experienced and have a deep understanding of private equity and buy-side modeling. We can work seamlessly with your team to deliver results that meet your needs and exceed your expectations.

Who It’s For

Electricity Developer
Investment Banker (IB)
Private Equity Partner/Associate
Professional Service Provider - Referral

Independent Sponsor
Independent Sponsor
Family Office

What specific tasks can our outsourced PE associate handle?

Our outsourced PE associates can provide a series of services to support your deal activities, including building financial models, sourcing inputs, checking calculations of seller-provided models, building out sources & uses and IRR/MOIC, running scenarios, and preparing LP/Investor reporting materials.

Why should you outsource buy-side modeling instead of hiring an in-house associate or intern?

By outsourcing your buy-side modeling needs to us, you can avoid the hassle of managing and QC-ing the work of juniors, while ensuring that you have access to the expertise and resources you need to make informed investment decisions. With our flexible and scalable solution, you can manage your workload more efficiently, while also gaining insights into your investments and improving your ROI.

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