Private Equity and Venture Capital consulting support

Private Equity and Venture Capital

Our approach

We provide private equity support/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.

Support We Offer

  • Private Equity Support Open

    We provide end-to-end support to private equity (PE) firms on the investment side as well as horizontal support across middle-office and back-office functions.

    On the front-end investment side, we provide comprehensive service offerings to support our PE clients across their investment lifecycles. We assist them from deal sourcing and target evaluation to portfolio monitoring and advisory.

    We also support middle-office and back-office teams of PE firms by providing bespoke fundraising, investor relations and fund operations solutions. We assist clients from level 1 responses to activities such as RFPs/RFIs/DDQs, client presentations, factsheet generation, fund monitoring and fund valuation, and investor reporting. In addition to providing dedicated support on fund valuation, investor reporting and fund administration, we are experienced in integrating data operations into CRM systems, keeping onshore teams informed and flexible to respond to queries faster.

  • Venture Capital Outsourcing Solutions Open

    We provide comprehensive support to venture capital (VC) firms across the investment life cycle. We help them monitor existing and new markets for consumer behaviour and economic/demographic changes, helping them with real-time market-pulse tracking and sourcing quality targets to invest in.

    Our deal-sourcing services help VC clients identify and maintain a pipeline of potentially interesting startups, helping them have increased visibility of startups in the space (95% visibility of attractive companies) and pre-empt investment opportunities. We also conduct VC due diligence by creating diligence frameworks and conducting research, ensuring faster turnaround on deal decision (40-50% reduction in time taken to close a deal).

    Our portfolio monitoring and advisory services enable VC firms to track performance of portfolio companies and funds periodically, conduct strategic portfolio reviews and prepare bespoke presentation material for investor reporting with limited partners.

    Acuity Knowledge Partners’ VC domain team is experienced in working with all market data sources relevant for VC clients including Preqin, FactSet, CB Insights, Crunchbase, SimilarWeb, App Annie, Venture intelligence, PitchBook and sector-specific sources.

  • Private Equity and Venture Capital Fund of Funds Support Open

    We help clients capitalise on opportunities in primary fund markets by screening fund managers by fund type, strategy and transaction preference, and by providing detailed due diligence information memorandums.

    We work as a pure extension of your global onshore team, providing end-to-end support across the investment lifecycle. Our services include fund screening, fund benchmarking, manager research, manager evaluation, fund and portfolio valuation, portfolio monitoring, custom research and fund marketing. We also conduct due diligence by creating diligence frameworks and conducting research, ensuring faster turnaround on deal decisions (40-50% reduction in time taken to close a deal).

    Our portfolio monitoring, fund operations and advisory services enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke limited-partner reports, and source and validate information from general-partner material, fund accounting tools and private-company financial/annual reports.

  • Private Equity Secondary Fund Support Open

    Acuity Knowledge Partners is able to support clients on multi-fund deals: deal evaluation, fund pricing, portfolio monitoring and closing analytics.

    We help your investment team analyse pricing at a fund level, factoring in DCF models, NAV discounting, ESG criteria, investment restrictions and more. We also undertake model updates for activities such as portfolio rebalancing, tracking hedges of public positions, consent requests and unfunded commitment tracking.

    Our portfolio monitoring and advisory services enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke material for investor reporting with limited partners.

    We also provide comprehensive end-to-end support with all types of general partner-led secondary transactions, including continuation funds, tender offers, strip sales and preferred equity solutions.

  • Private Credit and Direct Lending Support Open

    Our approach to private credit is to bucket it under capital preservation (senior debt/direct lending and mezzanine), return maximising (distressed debt) and opportunistic/niche (CLOs/CDOs and others).

    We work as a pure extension of your global onshore credit team, providing end-to-end support across the research cycle. Our services include opportunity screening, custom research, execution support and fund operations.

    Our biggest advantage is that we understand the unique challenges in this space: it requires complex operational flexibility, custom reporting, overcoming regulatory barriers (in certain countries), factoring in ESG considerations, and talented and experienced staff. This enables us to better help our clients and deliver measurable positive business outcomes.

  • Real Estate Support to Private Markets Open

    Acuity Knowledge Partners is able to support clients on screening, due diligence, deal acquisition and portfolio monitoring.

    We help our clients fast-track their investment decisions by assisting them on property and loan screening, transaction and leasing comps, macroeconomic analysis and industry/sector research.

    We also conduct due diligence by creating diligence frameworks and conducting research, ensuring faster turnaround on deal decisions (40-50% reduction in time taken to close a deal).

    Our bespoke monitoring solutions enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke presentation material for investor reporting. This includes lease abstraction, property and loan tapes, periodic updates of financial models, tracking operational and financial KPIs of investments, valuation templates, maintaining portfolio and sector-specific dashboards, and credit monitoring.

Technology enabled Solutions for Commercial Banks

Advanced Analytics Platform for Portfolio Monitoring

FolioSure enables General Partners (GP) and Limited Partners (LP) accurate tracking and comparison of the performance of portfolio companies.....

30-40% more cost-effective than other service providers

40-50% shorter turnaround time for portfolio monitoring and LP reporting

How we are different

ONE-STOP SHOP FOR PRIVATE MARKETS
ONE-STOP SHOP FOR PRIVATE MARKETS
One-stop solution for PE/VC firms with expertise and service offerings to support all aspects of the investment lifecycle across the value chain
STRONG PRIVATE MARKETS DOMAIN EXPERTISE TO UNDERTAKE COMPLEX TASKS
STRONG PRIVATE MARKETS DOMAIN EXPERTISE TO UNDERTAKE COMPLEX TASKS
Extensive experience in supporting clients along direct, secondary, fund of funds (FoFs), private credit, and primary fund investments across all major private markets and asset classes
STRATEGIC AND CONSULTATIVE APPROACH
STRATEGIC AND CONSULTATIVE APPROACH
Experience in helping realise long-term growth strategies by identifying opportunities and enhancing portfolio performance to derive maximum value from existing investments
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
EXPERIENCED TEAM TO UNDERTAKE COMPLEX TASKS
Highly experienced and effective analysts who undertake intense tasks, including commercial due diligence, investment due diligence, valuation analysis, building complex distribution models, and exploring previous transactions

What we have done

Support for Consulting and Corporate Firms
Private Equity Investment for a US-based Global Private Equity Firm
What we are proud of

>8

years of partnership

>$48b

AUM supported

Support for Consulting and Corporate Firms
Data transformation support for a leading fund of funds client
What we are proud of

35%

faster turnaround

USD3.0m

annualised cost savings

Support for Consulting and Corporate Firms
Portfolio Monitoring for a US-based Global PE Firm
What we are proud of

100%

Accuracy with par-level TATs

>85%

bandwidth increase for the on-shore team

Support for Consulting and Corporate Firms
Coverage Expansion and Support for a Global PE Firm Headquartered in Switzerland
What we are proud of

4 years

of partnership

>$10m

in cost savings

Support for Consulting and Corporate Firms
Co-investment Monitoring for a Global PE FoF Firm Headquartered in the US
What we are proud of

5+ years

of partnership

~$2-3m

in cost savings

Support for Consulting and Corporate Firms
Secondary Investments for a Leading US-based Private Equity Firm
What we are proud of

>1,000

secondary funds reviewed

~20%

time saving for fund managers

In the News

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