You report performance to clients, LPs and boards. Your own numbers should be just as defensible.
Three gaps show up again and again, and neither a bookkeeper nor a slow close will close them.
Real profit sits below the top line: by client, advisor, entity, holding or portfolio company.
Funds, partnerships, trusts, operating businesses and portfolio companies each sit in their own system and method.
Specialized finance talent is scarce and expensive, and the gaps sit exactly where they hurt most: consolidated reporting, FP&A and systems.
Pricing and staffing decisions made on a lagging view
A close that runs long enough to make the number stale
Numbers you hedge on when a board or an LP presses
The complexity is different in each. So is the work.
From specialized support to full finance leadership, we adapt to the needs of your organization.
See where value is created — and where it leaks.
Margin by client, advisor, service line or holding, and standardized metrics across entities, so you know where value is created and where it leaks.
Reliable reporting without the spreadsheet burden.
Consolidated, current and produced on a reliable cadence, replacing the manual spreadsheet work and the risk that comes with it.
Better reporting starts with the right finance stack.
Your reporting is only as good as your stack. We assess it, lead system selection objectively, and manage implementation end to end.
A finance function that never depends on one person.
Strategic, operational and technical finance professionals, so the function never rests on one person.
Which locations carry the group, and which ones the others are paying for.
Which services earn their staffing and space, and which ones only look busy.
What each contract actually returns once cost to serve and collection time are in.
Expert Perspective
Most firms in the financial services industry are not short on data. They are short on trusted insight delivered in time to shape decisions, not just explain outcomes.
At Quantum FBI, we are on a mission to transform finance in a big way, through technology and business intelligence services.
We transform what finance and accounting teams deliver, and how it is delivered.
At Quantum FBI, we are on a mission to transform finance in a big way, through technology and business intelligence services.
We transform what finance and accounting teams deliver, and how it is delivered.
Build the finance function your next stage requires.
A bookkeeper records what already happened. An outsourced CFO and finance team give a firm consolidated reporting, profitability and value analysis, and the numbers to run the firm and the portfolio. Quantum delivers both, as one integrated function.
Yes. Quantum partners with PE management companies to strengthen firm-level finance and portfolio visibility, and works inside portfolio companies to build stronger finance operations, reliable reporting, and the capabilities that create and preserve enterprise value through the hold and at exit.
Yes. Bringing investments, funds, trusts, partnerships, operating businesses, and portfolio companies into one clean, consolidated, standardized view is core to what Quantum does.
Yes. Quantum assesses whether the current stack is serving the firm, leads system selection and evaluation objectively, and manages implementation end to end — ERP, expense, and spend management platforms — then orchestrates them so data is reliable and reporting holds up.
Quantum meets firms where they are. When a firm has finance leadership in place, Quantum extends it — adding capacity and closing capability gaps like consolidated reporting, FP&A, and systems. When a firm doesn't, Quantum serves as its finance partner and plays that role in full, delivering sophisticated finance and reporting without the cost and key-person risk of building it in-house.
Quantum uses a pricing calculator for ongoing finance and accounting support, letting a firm evaluate different service scenarios and select the level of support that best fits its needs. For project-based and advisory work, pricing is tailored to the scope of the engagement and may be structured as a fixed fee or hourly.
