Case Study: Consolidated Private Equity Reporting Across Teams

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The Client

  • The client is a mid-market pan-European private equity investor.
  • Since 2005 the firm has raised more than €2.5bn across three funds.
  • The firm has made 20 primary investments and 40 bolt-on acquisitions from its network of European offices.

The Challenges

  • Disjointed information flow between origination, investment committee, portfolio and investor relations team.
  • Quarterly external reporting requests had to be done manually.
  • The absence of a centralized dashboard made it difficult to track asset performance and therefore changes in valuations.
  • Portfolio company data was often delivered in PDFs and various formats.

Solution Delivered

  • Implemented data schema and rigorous processes to produce granular, accurate and reconcilable data across the portfolio and internal departments.
  • Deployed customized Minerva SaaS solution across entire organization, including Management Accounts, Operational Reports, Investment Cases, and Strategic Objective & ESG Tracking.
  • Designed and hosted a secure (2FA), cloud-based data warehouse.

Results & Benefits

  • Statistical analysis and machine learning techniques unlocked performance improvement that drove transformational change for the portfolio.
  • Reduction in information loss and vastly improved communication between teams with Minerva software functioning as data backbone.
  • Increased efficiency between origination, deal and portfolio teams; smoother investment onboarding.
  • End-to-end data management, portfolio monitoring and investment analysis.