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.
-
5+
years of partnership
-
~$2-3m
in cost savings
-
3
member dedicated desk of analysts
-
4
client offices supported
CLIENT CHALLENGES
- A leading global FoF manager with around $11bn of AuM across its 5 funds was looking to migrate co-investments data to an online platform to easily monitor and update data on a regular basis
- The client extensively used its internal team to manage and monitor a large portfolio of co-investments
- The monitoring exercise involved sourcing, aggregating, and scrubbing relevant reporting materials, thereby engaging its internal team extensively
- Of the total, 80% of data was saved in silos, impeding real-time availability of data for analyses and reference
- Acuity Knowledge Partners partnered with the client in 2011 to migrate the entire data on the customized platform based on Salesforce and provided the following benefits:
- Our experienced research team managed data migration across the new platform and provided customized
- dashboard reports as required by fund managers We also provided efficient turnkey solutions for the client to reduce the high cost of storing and updating data on a regular basis
OUR APPROACH
- Identified key client objectives and prepared a detailed roadmap with tangible milestones
- A senior team member travelled to the client site for a week to analyze the data onshore and discuss key objectives with the client team
- An offshore team uploaded the data (PDF documents, scanned documents, etc.) to Salesforce using best data migration practices
- Implemented strong quality check processes to ensure that data quality was 100%. The project team is now mandated to manage data
IMPACT DELIVERED
- Aligned industry/product teams to provide valueadded support with strong integration
- Enabled the client to migrate to a new platform without investment in an onshore workforce
- Facilitated the client with competitive advantage using a robust functionality platform to store and analyze data
- Saved USD2-3mn in costs over the last 5 years
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