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
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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