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

[email protected]

Mon-Fri, 10:00 AM to 6:00 PM

CA : +16479486357

UK : +442030261895

AU : +61290559495

US : +17072004769

Portfolio 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.
  • 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.

Are you looking for a solution for your
critical business problems?