US Private Equity Firm: Digital solution for accurate portfolio company performance monitoring/reporting

Portfolio Monitoring Solution for Private Equity Firm

This case study highlights a US Private Equity firm’s need for robust portfolio monitoring solutions. Faced with inefficient tracking due to disparate data sources, they sought a digital solution for accurate private equity portfolio monitoring. Their objectives included achieving 80% accuracy in performance tracking, establishing a centralized, API-accessible repository for financial and operational data, and implementing easily configurable reporting templates. The firm lacked real-time performance insights and customizable KPIs, hindering effective portfolio analysis. Acuity Knowledge Partners addressed these challenges by deploying data engineering and PowerBI development expertise, designing and deploying a solution that streamlined data consolidation and reporting. This initiative aimed to transform their portfolio monitoring, providing a single source of truth for timely, accurate, and customized performance evaluation.

  • ~80%

    accuracy on tracking and comparison of performance data

  • 1

    Centralized repository exposed through APIs consolidating financial and operational data

  • Easy

    to configure reporting templates

CLIENT CHALLENGES

  • Inefficient portfolio monitoring due to multiple data sources
  • No real-time data on performance of PortCos
  • Lack of customisable KPIs while reporting

OUR APPROACH

  • Acuity deployed a data engineer and a PowerBI developer to design, develop and deploy the solution
  • Acquire proprietary company data:
    • Actual & Budgeted data
    • P&L data
    • Balance Sheet
    • Cash Flows
    • Proforma data
  • Prepare data:
    • Automated API data extraction through Acuity’s proprietary Foliosure platform
    • Collaborated with domain experts to build data validation controls and design custom KPIs for enhanced monitoring
  • Analyse data:
    • Designed user-defined self-service dashboards on top of Foliosure’s built-in cashflow engines
    • Built custom views to monitor company-wise and portfolio-level performance
  • Report:
    • Near real-time updates available on dashboards
    • Customized packs scheduled for periodic delivery to different audience groups

IMPACT DELIVERED

  • Developed a scalable solution considering existing infrastructure and models.
  • Deployed highly qualified and experienced resources at several client locations in fraction of the cost
  • Robust solution with high quality output, driven by subject matter experts and rigorous quality check process.
  • Leveraged Acuity’s proprietary Foliosure platform, instead of procuring or consuming third party data store.
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