Zephyr, a rapidly growing PE-backed home services platform, partnered with Invisor to build a scalable finance function that could keep pace with its aggressive roll-up strategy while freeing the CFO to stay focused on M&A and growth.
Scaling finance for a high-velocity acquisition strategy
Zephyr's roll-up growth model needed a finance operation that could support rapid, repeated integration of new entities without constantly expanding internal headcount.
- Ensure scalable execution and avoid disruption while bringing new AP clerks or staff accountants into the process.
- Establish documented, enforceable processes that could withstand the company's growth velocity.
- Gain immediate P&L visibility for newly acquired assets to manage performance from day one.
- Meet investor expectations for month-end predictability and speed across multiple entities.
A client-designed, Invisor-executed partnership model
Zephyr and Invisor designed a unique operating model where Zephyr shaped the strategic M&A integration playbook and Invisor provided the execution horsepower.
- Zephyr designed the overarching framework: process, workflow, data structures, and subsystem requirements.
- Invisor established a clean M&A integration playbook that defined how acquisitions entered the platform.
- Invisor executed the defined processes with precision, scalable accounting, and AP teams.
- Daily accounting operations, AP, and GAAP accounting were handled by Invisor's team.
Creating a repeatable M&A integration playbook
The partnership became central to Zephyr's ability to integrate multiple acquisitions each year without disrupting operations.
- PSL reporting from day one of ownership became the standard.
- Revenue and expenses were captured immediately in the month of close.
- Predetermined workflows supported opening balance sheet development.
- Communication protocols helped keep integrations moving.
Delivering clockwork closes and operational excellence
Zephyr and Invisor achieved a highly predictable close process and an operating cadence that supported aggressive growth.
- Business day 8 first-draft financials with quality-ready review by day 10.
- Consistent transfer of pre-close expenses and setup requirements.
- AP excellence strengthened vendor setup and capitalization thresholds.
- Recurring GAAP compliance reduced back-end cleanup.
Scaling finance capacity without scaling headcount
Invisor gave Zephyr elastic finance capacity and controller-level coverage while keeping the CFO focused on strategic execution.
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Invisor's model is built to provide scalable capacity and repeatable reporting for complex growth. For PE-backed platforms, that means more confidence through every acquisition.