Outsourced CFO Services
CFO-level financial expertise for sponsors who need the function without the full-time hire.
3E provides outsourced CFO services to real estate private equity sponsors on either an interim or permanent basis. We handle budgeting, cash flow analysis, forecasting, and financial reporting - giving your firm the financial leadership it needs to operate at an institutional level without the cost of a full-time executive. Our CFO engagements are designed for sponsors who have outgrown DIY financial management but aren’t ready to hire a $300K+ CFO. We step in, professionalize your financial operations, and ensure your investors see reporting that meets institutional standards.
Financial Planning, Reporting & Cash Management
Budgeting, forecasting, and scenario modeling at both the fund and deal level. We prepare institutional-quality financial statements and investor reports, manage cash flow and liquidity, and coordinate capital call timing with fund-level cash needs. Your quarterly packages will look like they come from a firm ten times your size.
Strategic Advisory
We advise on mergers, acquisitions, recapitalizations, and exit strategies - providing the analytical backbone for major decisions. We identify financial risks across the portfolio and implement mitigation strategies before they impact returns.
Fundraising & Investor Relations
We assist with capital raising, investor presentations, and financial due diligence - sitting alongside you in LP meetings and answering the hard modeling questions. Between meetings, we manage ongoing investor communications and reporting with the depth and speed LPs expect from an institutional platform.
Operational Oversight
We build and manage the financial back office - selecting and coordinating service providers, establishing internal controls, overseeing the audit process, and ensuring your fund's operational infrastructure meets institutional standards as you scale.
How it Works
Assessment
1
We evaluate your current financial operations - what's being handled internally, what's outsourced, and where the gaps are relative to institutional LP expectations.
Transition & Setup
2
We establish reporting templates, connect with your fund admin, auditors, and tax preparers, and build the budgeting and forecasting framework. If you're starting from scratch, we build the infrastructure. If you have existing processes, we professionalize them.
Recurring Financial Operations
3
We take ownership of the CFO function on an ongoing basis - preparing financial statements, managing cash flow, overseeing the quarter-close process, and coordinating with all service providers.
Investor-Facing Deliverables
4
Each quarter, we deliver investor reporting packages, respond to LP questions, and ensure all financial communications meet institutional standards.
Strategic Support
5
As your firm grows - new funds, acquisitions, recapitalizations, exit planning - we provide the financial analysis and advisory support behind every major decision.
PROOF POINTS
$17 Billion
in funds supported with CFO-level oversight
Fraction of the Cost
Full CFO function at a fraction of a $300k full-time hire
Institutional-Grade
Reporting packages formatted to your LP standards
Interim or Permanent
Flexible engagement structure
Need a CFO without the full-time commitment?
Whether you’re launching a fund, scaling operations, or preparing for institutional LP relationships - we’d like to hear about it.