The Client
- The client is a London based mid-market private investor in both equity and credit.
- The firm has 50+ investment professionals across 7 offices in Europe and Asia including Milan, Madrid, Lisbon, Luxembourg, New Delhi and Mumbai.
The Challenges
- Managing a highly active M&A pipeline, both for primary investments and bolt-on opportunities
- Dealing with a broad spectrum of reporting capabilities and different reporting standards.
- Tracking leverage manually
- Many key documents getting lost in mailboxes
- Poor discipline in Investment Committees
- Fund reporting and internal reporting
Solution Delivered
- Provided Minerva’s straightforward and flexible data capture system for portfolio monitoring.
- Configured Minerva’s powerful pipeline management tools with custom fields and workflows.
- Designed customised dashboards and reporting, matching the client’s own reporting formats and structure.
- Built workflows to track financing solutions and monitor covenants for those in place.
- Deployed Minerva’s and self-policing investment committee workflow, allowing the client to sharpen discipline across the firm.
- Fully automated the client’s fund reporting and internal monthly reporting.
Results & Benefits
- Analytics of newly structured data sets allowed for pricing sensitivity and credit risk segmentation of portfolio.
- Operational KPIs and model assumption could be easily monitored via Minerva which lead to informed and timely decision making.
- Monthly data reconciliation time reduced from 2+ days to less than 2 hours.
