FolioSure support to a US-based VC firm

  • ~30% Reduction in turnaround time (TAT)

  • Standardised and streamlined the overall process

  • End-to-end portfolio monitoring solutios


Business Problem
  • A US-based VC firm was looking for a solution to monitor its portfolio companies in real time and simplify its existing process
  • It was looking to centralise portfolio company data on the cloud by migrating from existing Excel-based templates
  • Support across Fintech sectors
    • Lending
    • Invoice Management
    • Insurance
    • Digital Currency
    • Payment
    • Fraud Protection
    • Wealth Management
    • Stock Trading & Investment
Acuity Solution
  • Acuity Knowledge Partners implemented FolioSure to help the client streamline the flow of data, monitor KPIs real time and generate analytical dashboards
  • The team implemented a robust data collection mechanism to simplify the process of collecting KPIs from portfolio companies
  • Helped the client process data in different file formats and prepare detailed valuation reports and interactive dashboards
  • Provided VC experts who understand the industry well and provided onshore support in transferring historical data
  • Also provided real-time data update support to keep FolioSure up to date
Value Delivered
  • With the support of Acuity Knowledge Partners’ VC experts, the client successfully implemented and migrated humongous portfolio-level data from Excel to FolioSure
  • Liaising with stakeholders for end-toend ownership of the process
  • Reduced TAT by ~30% for bespoke diligence, fund raising and LP reporting
  • Process excellence Acuity Knowledge Partners standardised and streamlined the overall process
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What we have done

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