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~30% Reduction in turnaround time (TAT)
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Standardised and streamlined the overall process
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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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