SERENDIB FINANCIAL SERVICES
Serendib Financial Services

Fractional CFO and AI tools for private equity and private credit finance teams.

Senior finance leadership from a former board CFO of a regulated investment manager, plus AI tools that take the routine work off your team. Built on your Excel and systems, and handed over for your team to run.

Book a 30-minute callSee the AI tools
Priyan Manatunga
Priyan Manatunga, ACMAFounder & Director
25+years in PE real estate, alternatives and insurance
$10bn+AUM platform: MD, Corporate Finance, Tristan Capital Partners
$1bn+AUM platform: Board CFO & COO, Henley Investment Management
SMF 3, 16, 17FCA Senior Manager Functions held
What we do

Leadership, tools, or both

Every engagement is led personally by a chartered management accountant who has run the finance function of a regulated investment manager.

01

Fractional & interim CFO

Board-level finance leadership for a few days a month, or full-time through a fund launch, a transition or a reporting crunch. Fund and SPV finance, investor and lender reporting, audits, administrators and controls.

CFO services
02

AI tools for finance teams

Five tools across budgeting, monthly accounts, month-end close, deal review and quarter-end investor reporting. Keep Excel. Lose the busywork. Locked outputs, automatic checks, and people sign off.

See the five tools
Case study

Regulated real estate investment manager

An outsourced SPV and corporate accounting assignment where, for years, reporting had been late and below standard. SFS planned the transition, wrote SOPs for every workstream and reconciled the full balance sheet to audit standard before day-to-day work began.

On time from the first reporting cycle. Four live mandates within twelve months.

Read the case studies
  1. Built by a CFO, not a software vendorWe understand the fund structure, the investors and the board, and we fix the process underneath.
  2. Rules first, judgement keptWe automate the rule-based work and leave every decision with your people, with a clear audit trail.
  3. Your controls, your dataModels reconcile to the pound, checks run every time, and your data stays within agreed access.
Beyond investment management

The same toolkit, applied elsewhere

Through SFS Analytics, led with data scientist Dr Sach Karunaratne, we apply the same discipline to law firms (client and matter intelligence, revenue leakage, pricing) and to operating businesses, where our budgeting, monthly accounts and close tools are in use today.

SFS Analytics

Let’s talk about your finance function.

A 30-minute call is the quickest way to find out whether we can help, and how.

Book an introductory call