Private equity offshoring: dedicated offshore teams for portfolio companies

A dedicated team for each portfolio company, never a shared pool

Veteran-owned
Delivery in the Philippines, Colombia, Mexico and India
10+ years in offshore staffing
‍
SOC 2 Type II audited

Quick answer

Private equity offshoring is the use of dedicated offshore employees inside portfolio companies for finance, IT and back-office work, with a separate team for each company instead of a shared pool. Connext recruits, employs and co-manages those teams in each company's systems; each company keeps its own workflows and KPIs.

What offshoring does for a private equity portfolio

It adds capacity in finance, IT and operations at a lower labor cost per role, which matters because labor is a cost line that sponsors track against EBITDA.

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private equity offshoring is the use of dedicated offshore employees, placed inside portfolio companies, for fund and company operations, instead of hiring onshore or buying a shared outsourcing service.

What Connext does for you

We recruit for each portfolio company's roles and tools.
We employ in-country through an employer-of-record structure.
They work inside each company's systems. Your staff are dedicated to one portfolio company only.
Co-management keeps the team aligned to the company's KPIs. Your portfolio managers set workflows, priorities and KPIs as they would for an onshore team.

The five core functions of an offshore PE team

Fund accounting and investor reporting

Supporting the fund-level close and reporting cycle.

Portfolio company FP&A and controller support

Budgets, variance reporting, reconciliations and close support.

IT support and help desk

Help desk technicians, NOC and automation engineers.

HR administration, payroll and recruiting coordination

Employee records, payroll support and hiring logistics.

Data, reporting and back-office operations

Data entry, analytics support, AP and AR, collections and procurement support.

Where portfolio companies run short-staffed

Rising labor costs
Talent shortages in finance and operations
Slow post-acquisition integration
Inconsistent processes across portfolio companies

Real situation

A large PE-backed technology holding company had portfolio companies that each kept their own culture, systems and workflows. It needed scale and cost efficiency without centralization. Twelve portfolio companies built dedicated Connext teams across IT support, engineering, accounting and back-office operations, with up to 60 to 70% labor cost savings.

60-70%

Labor cost savings across 12 portfolio companies

Connext is the best 'Google search' I've ever done!

Managing Director, Investment Firm

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A dedicated team per portfolio company versus a shared BPO

 
Shared BPO pool
Dedicated Connext team per portfolio company
Who the staff work for
Many clients
One portfolio company
Workflows
The vendor's standard process
The company's own workflows
Tools
The vendor's
The company's own
Culture fit
Generic
Aligned to the company
Control
Vendor-managed
Your managers set priorities and KPIs
Replicating across the portfolio
Forced standardization
Same role template, tailored per company

What the 12 portfolio companies staffed: IT help desk technicians, NOC and automation engineers, AP and AR specialists, collections teams and back-office staff.

Where Connext fits in the process

1

After the deal

Identify the roles each portfolio company needs.

2

Recruit

Connext builds dedicated teams in weeks.

3

Co-manage

Teams are aligned to each company's KPIs.

4

Replicate

Reuse the role template across other investments.

Needs sign-off: the 21-day average time to fill. The live page says teams are built in weeks.

What stays with your organization

Investment decisions
Portfolio company strategy
Each company's workflows, priorities and KPIs
Board and investor reporting

Connext supplies and manages the people.

How Connext recruits

Six steps, and four of them happen before a client sees anyone.

1

Job description calibration

Connext and the client align on the role before the search starts.

2

AI-enabled candidate screening

Applicants are screened with AI-enabled tools.

3

Candidate assessments

Candidates complete assessments.

4

Connext operations manager interview

A Connext Operations Manager interviews the candidates who pass.

5

Candidate packets sent to client

Each packet holds the resume, bill rate, assessment scores and interview notes.

6

Client interview and selection

The client interviews and chooses.

We bring the talent; you choose the perfect fit.

The Connext difference

A non-traditional BPO changing traditional outsourcing

Veteran-owned and operated
10+ years in offshore staffing
Delivery in the Philippines, Colombia, Mexico and India
35:1 Manager ratio

What you need: the table stakes

Certifications

SOC 2 Type II attestation report.

Facilities and power

Secure global facilities with biometric, controlled-access entry, Connext-provided equipment, and no client data stored offshore.

Support structure

Connext is the employer of record and handles payroll, benefits, facilities, IT and in-country compliance. Country-specific managers and an operations manager support each team.

What we add: the Connext Extra

We make it our mission to enable your growth

Teams start from a job description, with no upfront cost, and the average time to hire is 21 days. Teams add people in stages as volume grows.

Built-to-spec solutions with detailed implementation

Every search starts with job description calibration. Every candidate clears AI-enabled screening, assessments and an Operations Manager interview before a packet reaches you, and each packet holds the resume, bill rate, assessment scores and interview notes.

Management style adopted from the US military

Connext is veteran-owned and operated. High responsiveness, accountability and discipline.

Strong ethos and aligned values

94% of Connext hires are still on the job at 90 days, and 91% at six months.

Frequently asked questions

What is private equity offshoring?
It is the use of dedicated offshore employees inside portfolio companies for finance, IT and operations.
How is it different from a shared BPO?
Each portfolio company gets its own team, working in its own tools and workflows, with no shared labor pool.
Which roles do private equity firms offshore?
Fund accounting, portfolio company FP&A and controller support, IT help desk, HR administration, data and reporting, procurement, AP and AR.
How much can a portfolio save?
One PE-backed platform reports up to 60 to 70% labor cost savings across 12 portfolio companies. Your result depends on the roles and locations.
Who controls the offshore team?
You do. Your managers set workflows, priorities and KPIs as they would for an onshore team.
What does the Contractor Transitions service involve?
If you are already working with independent contractors, Connext transitions them into a compliant, fully supported offshore team without losing the people you already trust.
Where are Connext's offices located?
Connext operates offices in the Philippines, Colombia, Mexico and India.
Do I need to already have staff to get started with Connext?
No. Most clients start from zero: Connext recruits, hires and onboards the team for you, and you keep control of how they work. If you already have contractors or staff in place, we transition them instead so you do not lose the people you trust.
What security measures are in place at Connext facilities?
Teams work from more than 50,000 sq ft of secure, purpose-built workspace with 24/7 managed IT support, secure VPN access and full technology integration.
What kind of support is available after my team is up and running?
Your Operations Manager stays with the account, running weekly performance reviews and retention management that keeps annual attrition around 20% versus a 50% industry standard.
Teams  we can help you build
Every client receives the full suite of Connext outsourcing services, enabling you to easily build and manage your offshore team

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