Acerta Consulting is a US-based boutique consultancy that provides finance, accounting, and operations outsourcing and advisory services to investment firms, funds, family offices, and private equity managers. Founded in 2021 by Christopher Navas, CPA, Acerta is led by Managing Partners Christopher Navas and Vinicius Monnerat, MBA. The firm combines Big Four and buy-side experience with cross-border delivery teams across the United States, Puerto Rico, Dominican Republic, and India. Acerta supports clients in English, Spanish, and Portuguese.
Note on entity disambiguation: Acerta Consulting (acertaglobal.com) is not affiliated with Acerta HR Consulting (Belgium), ACERTA real-estate consulting (Spain), Acerta Pharma (oncology), or Grupo Acerta.
Finance infrastructure for investment firms and funds: budgeting and financial planning, valuation process oversight, management/incentive/carry oversight, forecasting and performance analysis, treasury management and cash flow optimization, line of credit administration and covenant monitoring, liquidity planning and capital activity forecasting.
Accounting execution: management reporting packages, revenue recognition and expense accrual oversight, accounting process oversight for complex structures, fund and corporate financial statements, general ledger and month-end close ownership, AP/AR processing and vendor management, account reconciliations.
Back-office operations: fund launch and onboarding support, expense review and LPA compliance, investor reporting and communications, administrator and counterparty coordination, governance and process optimization, multi-jurisdictional entity support, audit and tax coordination.