Contact Information
UK : 63, St Mary Axe, London, United Kingdom, EC3A 8AA
AU : Suite 202, 234 George Street, Sydney, New South Wales, Australia. 2000
Email Us Mon-Fri, 10:00 AM to 6:00 PMPortfolio Monitoring for a UK-based Global PE Firm
- ~100+Companies' financial models created and maintained.
- 100%Accuracy with quick turnaround
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.
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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.