We provide private equity/venture capital (PE/VC) firms the much-needed flexibility to manage highly volatile workflow on either a retainer or a project-specific basis. We work as an extended arm of our clients, and ensure that all regular and critical functions of the funds, such as opportunity screening, due diligence, periodic reporting, business development, portfolio monitoring, and whitepapers, are carried out irrespective of any spikes in investment activity.
-
4
years of partnership
-
~$10m
in cost savings
-
+30
member dedicated desk of analysts
-
5
client offices supported
CLIENT CHALLENGES
- A leading Swiss bulge-bracket asset manager was looking for an outsourcing partner to expand its investment team to cover more opportunities across US and European markets
- The engagement began in 2008 with a team of 2 research analysts, scaling up to a team of 30 dedicated analysts in less than 3years. Acuity Knowledge Partners has been in partnership with the client’s PE FoF and Asset Management divisions since 2008
- The goal was to set up an offshore platform to support lean onshore teams globally, with the following key objectives:
- Reducing high cost of external support from consulting firms – which was adversely impacting funds’ management fees – by creating own dedicated offshore team working with fund managers
- Reducing staff and management costs, as partnerships with consulting firms were project-based and most research tasks were still being managed internally; outsourcing partnership helped client control staffing and management efforts
- Retaining key strengths in-house while offshoring standard analyses to free-up onshore bandwidth for deal sourcing and other high-value activities
- Acuity Knowledge Partners developed specific skills to cover additional areas of support, thus becoming the de-facto hiring and support center for the client
OUR APPROACH
- Created standard methodologies to ensure consistent output and quality
- Conducted a whiteboarding session to identify additional areas of support areas to expand the proposition
- Operated as a central team to support over 5 client offices,thus increasing process and cost efficiency
- Reduced due diligence/ turnaround time by 40%, thus enabling the client to increase its focus on highvalue activities and newer geographies
IMPACT DELIVERED
- Aligned industry/ product teams to provide valueadded support with strong integration
- Ensured quick deployment of investible resources within a quick timeframe for fund marketing collaterals, target screening, deep dive industry/ market research, periodic reporting, and due diligence
- Incorporated additional elements, such as portfolio revaluation, cash flow modeling, competitor analysis, and market updates
- Transitioned to client’s virtual environment, delivering stronger
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