Portfolio Monitoring for a UK-based Global PE Firm

Client Challenges

A UK-based Private Equity Firm having a strategic credit fund, acquired several lending platforms from an asset management company, thereby adding significant number of portfolio companies. The challenge was a sudden increase in portfolio monitoring and management workflow.

Project Methodology

We established a specialized team of 3 FTE’s to closely support the client in tasks such as: -

• Developing and maintaining financial models of portfolio companies analysing financial statements in detail and conducting covenant testing.
• Creating short reports on portfolio companies for investor review periodically.

Impact Delivered

• PE firm achieved a 100% accuracy rate, at par with onshore team’s turnaround time.

• Cloud-based data management resulted in highest levels of data security, along with seamless workflow and enhanced productivity freeing up 80% bandwidth for offshore team.