-
>4,000
hours of effort delivered
-
30%
of investment team’s time saved
-
USD0.3m
annualised cost savings
-
>150
portfolio companies tracked
Why they chose us
- A multi-stage Europe-based venture capital firm required support with portfolio monitoring to keep track of its growing number of investments, as well as assistance in setting up bespoke valuation templates for accurate and consistent quarterly valuation reporting.
- Was looking for a partner to help migrate from the existing portfolio data collection process that was resulting in ineffective monitoring and limited insight
- The biggest challenge was to solve the time-consuming and laborious task of integrating data from multiple sources and investment managers
- Wanted to reduce the high turnaround time due to the large portfolio and limited bandwidth in the fund operations team
How we solved the problem
- Helped client transition from the legacy system and created a more simplified and centralised seamless portfolio-monitoring process – from data collection to validation to regular tracking. Helped standardise and streamline the process for future updates
- Created well-structured customised templates to track and monitor portfolio companies on a quarterly basis and built a live portfolio KPI tracker for easy review
- Helped generate insights on portfolio data and flagged trends or discrepancies in a timely manner so investment managers could take action
- Built valuation models from scratch for 100+ portfolio companies and provided regular support for quarterly valuation updates
What we did differently
- Took over ownership of the entire portfolio-monitoring process, reducing the burden on investment managers and the fund operations team
- Operated as an extended arm of the client’s onshore fund operations team by creating a unified view of the integrated data, making it easier for the client to make informed decisions
- Ensured 100% data accuracy: data authenticity enabled client to generate ready-to-use reports faster
- Achieved process excellence by delivering efficiency improvements and minimal variations, reducing turnaround time by 30-40%
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