FolioSure support to a leading UK-based PE firm

  • 10K+

    KPIs tracked

  • ~25

    Client users

  • 100%

    data accuracy

  • ~40%

    reduction in cost for client


Business Problem
  • A UK-based private equity firm was looking for a technology solution to manage its portfolio-level data and generate bespoke reports for limited partners
  • The firm was looking for a customisable and economical solution, which would be used by more than 20 users
Acuity Solution
  • Acuity Knowledge Partners customised and deployed FolioSure to manage the client’s portfolio data and generate bespoke reports
  • Acuity Knowledge Partners’ Tech team liaised with the client’s PoC for quick customisation of FolioSure
  • The Managed Services team migrated all the historical data into FolioSure from the client’s monitoring tool
  • Developed customised templates and liaised with portfolio companies to source monthly company financials
  • Generated quarterly reports in a timely manner while ensuring data accuracy and consistency
Value Delivered
  • FolioSure added significant value to the client’s overall process and helped in the following aspects
  • Reduced overall portfolio monitoring cost by ~40%
  • Shortened turnaround time (TAT) for LP’s reporting
  • Ensured 100%data accuracy
  • Minimised human intervention
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