Portfolio Monitoring for a US-based Global PE Firm

  • ~400+

    Companies’ financial models and CMRs managed

  • >85%

    bandwidth increase for the on-shore team

  • 100%

    Accuracy with par-level TATs

  • The client, a strategic credit fund of a leading US-based global PE firm, approached Acuity Knowledge Partners to explore the possibility of offshore assistance in its portfolio monitoring process
  • The fund had recently acquired a couple of lending platforms from a leading asset management company, thereby increasing the number of portfolio companies significantly
  • The other challenge was in the processing and transitioning of data pertaining to the acquired portfolio companies, and using a proprietary monitoring tool – Black Mountain
  • The acquisitions resulted in a sudden surge in portfolio monitoring workflow for the onshore team
  • Acuity Knowledge Partners set up a three-member offshore team for the client
  • The Acuity Knowledge Partners team took end-to end ownership of the analysis process
  • Preparing and updating detailed financial models of portfolio companies
  • Analyzing capital structures and carrying out covenant testing
  • Uploading the excel templates on Black Mountain (Everest tool) and generating CMR reports for investor review
  • We leveraged their research capabilities and experience in working with the Black Mountain tool, thereby minimizing the time taken to transition the process
  • To further expedite the transition and reduce work in the pipeline, an additional three-member support team was also set up


  • The offshore team not only achieved a 100% accuracy rate, but was also able to match the onshore team’s turn around time
  • It standardized the processes and templates to deliver efficiency gains and effective work-flow management
  • The team’s cloud-based data management ensured the highest levels of data security, along with seamless work flow across the onshore-offshore teams
  • It created an integrated structure with maximum visibility for the onshore team
  • The team’s process resulted in the freeing up of over 85% of monitoring-related bandwidth for the onshore team
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What we have done

Optimizing Transaction Support and Deal Execution for a Leading BDC
What we are proud of

Supported deal execution, in-depth valuation analysis and strategic decision making

Improved ability to manage and mitigate risks associated with complex transactions