-
~USD10bn
AuM supported
-
>1,400
portfolio KPIs tracked
-
USD0.7- 0.8m
annualised cost savings
-
>100
diligence decks helped with
Why they chose us
- Wanted a partner that could provide specialised support to conduct thorough due diligence of potential investment targets and establish growth potential of fintech innovators/disruptors
- Had a very lean, top-heavy team and required support to understand the global fintech sector, identify attractive companies and provide regular maintenance of the investment pipeline on Salesforce
- Needed extra bandwidth and support on time-critical diligence projects to reduce the time taken to close potential deals
- Needed to prepare an investment strategy and draw insights from the limited information available
- Was also looking for a solution to monitor portfolio companies on a real-time basis and simplify the manual process
How we solved the problem
- Set up a bespoke dedicated team structure for the client with three pods – Pod 1 for VC research (deal origination), Pod 2 for due diligence support and Pod 3 for portfolio monitoring
- Provided access to domain and sector experts (fintech, payments, lending, crypto) for in-depth industry insights, identifying new tech trends, identifying and benchmarking attractive companies, calculating unit economics, cohort analysis, app analysis, etc.
- Conducted detailed due diligence of prospective investments by analysing key financial, operational business drivers and areas of opportunity/reasons to invest in a particular deal, and examined business and sector-specific risks
- Implemented FolioSure (our in-house portfolio- monitoring managed solution) to help streamline the data flow, monitor KPIs on a real-time basis and generate analytical dashboards
What we did differently
- Became an integral part of client’s strategy team, working closely with partners (9+ years of continued relationship)
- Helped client achieve more than 90% visibility on start-ups in their eight focused sub-sectors
- Reduced turnaround time by ~40% for bespoke diligence documents
- Efficiency improvements resulted in freeing up client bandwidth by 40% to focus on more on field-related tasks such as meeting targets
- Took over end-to-end ownership of the portfolio-monitoring process by liaising with stakeholders (such as portfolio company PoCs and GPs), saving a substantial amount of effort and time
Thank you for sharing your details
Your file will start downloading automatically
If it does not download within 1 minute,
Share this on
