Client Success Story: How Dolma Impact Fund Streamlined Portfolio Monitoring & ESG Reporting with Minerva

Overview

The Challenge: Scaling in a Complex, Emerging Market

Operating in Nepal’s developing private equity landscape presents unique challenges, especially in managing data and ensuring transparency. Prior to using Minerva, Dolma Fund Management grappled with scattered data and lacked a unified system to track investment performance and ESG metrics. As the organisation grew, the need for a robust and scalable solution became clear. Given the niche nature of private equity in Nepal, Minerva stood out as a first-of-its-kind solution in the ecosystem.

Why Minerva: Tailored, Collaborative, and Purpose-Built

Dolma was introduced to Equipped AI through the International Finance Corporation (IFC). After evaluating multiple tools, Equipped AI’s Saas platform - Minerva was selected for its customisability, intuitive interface, and exceptional team support. What truly differentiated the experience was Equipped team’s collaborative approach and the willingness to adapt the platform to Dolma’s specific needs. Dolma sought a system that could seamlessly integrate investment and ESG data, enhance reporting, and scale alongside their operations.

Implementation & Solution: Hands-On Support and Powerful Analytics

The implementation process was seamless, supported by the hands-on Equipped team. While there was an adjustment period typical of any system overhaul, the rollout was successful due to the team's patience and technical guidance.

The most valuable features for Dolma have been interactive dashboards and visual data analytics. These features have revolutionised Dolma’s ability to evaluate performance and make informed decisions. Further, the ability to view everything, from financial metrics to ESG indicators, on one platform has been a game changer for Dolma.

The Outcome: Driving Efficiency and Demonstrating Impact

With Minerva, Dolma will be able to:

• Enhance operational efficiency
• Speed up and improve reporting accuracy
• Reduce administrative burden
• Make more data-informed decisions
• Strengthen risk management capabilities
• Improve impact reporting to stakeholders

Client Endorsement

Looking Ahead

Dolma plans to deepen their use of Minerva’s analytics capabilities and further integrate across portfolio companies, continuing their journey of scalable, impact-driven growth.

Interested in learning how Equipped AI can support your fund?

Contact our team at sales@equipped.ai to explore how we can help streamline your operations and deepen your impact.