-
>4,000
hours of effort delivered
-
30%
of investment team’s time saved
-
USD0.3m
annualised cost savings
-
>150
portfolio companies tracked
Why they chose us
- A multi-stage Europe-based venture capital firm required support on monitoring its ever-increasing portfolio of investments and setting up bespoke valuation templates for quarterly valuation reporting
- Was looking for a partner to help migrate from the existing portfolio data collection process that was resulting in ineffective monitoring and limited insight
- The biggest challenge was to solve the time-consuming and laborious task of integrating data from multiple sources and investment managers
- Wanted to reduce the high turnaround time due to the large portfolio and limited bandwidth in the fund operations team
How we solved the problem
- Helped client transition from the legacy system and created a more simplified and centralised seamless portfolio-monitoring process – from data collection to validation to regular tracking. Helped standardise and streamline the process for future updates
- Created well-structured customised templates to track and monitor portfolio companies on a quarterly basis and built a live portfolio KPI tracker for easy review
- Helped generate insights on portfolio data and flagged trends or discrepancies in a timely manner so investment managers could take action
- Built valuation models from scratch for 100+ portfolio companies and provided regular support for quarterly valuation updates
What we did differently
- Took over ownership of the entire portfolio-monitoring process, reducing the burden on investment managers and the fund operations team
- Operated as an extended arm of the client’s onshore fund operations team by creating a unified view of the integrated data, making it easier for the client to make informed decisions
- Ensured 100% data accuracy: data authenticity enabled client to generate ready-to-use reports faster
- Achieved process excellence by delivering efficiency improvements and minimal variations, reducing turnaround time by 30-40%
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