Co-investment Monitoring for a Global PE FoF Firm Headquartered in the US

  • 5+

    years of partnership

  • ~$2-3m

    in cost savings

  • 3

    member dedicated desk of analysts

  • 4

    client offices supported


CLIENT CHALLENGES
  • A leading global FoF manager with around $11bn of AuM across its 5 funds was looking to migrate co-investments data to an online platform to easily monitor and update data on a regular basis
  • The client extensively used its internal team to manage and monitor a large portfolio of co-investments
  • The monitoring exercise involved sourcing, aggregating, and scrubbing relevant reporting materials, thereby engaging its internal team extensively
  • Of the total, 80% of data was saved in silos, impeding real-time availability of data for analyses and reference
  • Acuity Knowledge Partners partnered with the client in 2011 to migrate the entire data on the customized platform based on Salesforce and provided the following benefits:
    • Our experienced research team managed data migration across the new platform and provided customized
    • dashboard reports as required by fund managers
    • We also provided efficient turnkey solutions for the client to reduce the high cost of storing and updating data on a regular basis
OUR APPROACH
  • Identified key client objectives and prepared a detailed roadmap with tangible milestones
  • A senior team member travelled to the client site for a week to analyze the data onshore and discuss key objectives with the client team
  • An offshore team uploaded the data (PDF documents, scanned documents, etc.) to Salesforce using best data migration practices
  • Implemented strong quality check processes to ensure that data quality was 100%. The project team is now mandated to manage data
IMPACT DELIVERED
  • Aligned industry/product teams to provide valueadded support with strong integration
  • Enabled the client to migrate to a new platform without investment in an onshore workforce
  • Facilitated the client with competitive advantage using a robust functionality platform to store and analyze data
  • Saved USD2-3mn in costs over the last 5 years
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What we have done

Secondary Investments for a Leading US-based Private Equity Firm
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach