-
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
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
