Clarity &
Confidence
PortCo
Value
Growth
Prioritization &
Acceleration
Strategic
Acquisition
Positioning &
Articulation
Data & Technology Enablement
Origination
Acquisition
Investment
timeline
Enterprise
value
Fund
Portfolio Company
Due Diligence
Understand target’s market position and ability to execute their business plan
- Does the target have the data assets required to drive value creation Including Al deployment ?
- How do I get better data on my target and the wider market?
Data Advisory
Balance short-term extraction of value from data with laying the right digital foundations.
- How do I assess the maturity of my data foundations and value creation plan levers ?
- How can I collaboratively create and deploy a roadmap of value-first initiatives that pay for future foundational investments?
Core Reporting
Track company performance and quantify value creation leavers with accurate real time data from automated systems
- How can I get a real-time, detailed and consistent… view of my operational and financial metrics?
- What is happening in our portfolio companies and across our fund?
Value Creation
Accelerate Value Creation plan delivery using Data, Machine Learning & Gen Al
- How do I use a data-driven approach to make my business more profitable?
- How do I achieve as high a multiple as possible ?
Due Diligence
Understand target’s market position and ability to execute their business plan
- Does the target have the data assets required to drive value creation Including Al deployment ?
- How do I get better data on my target and the wider market?
Prep for Exit
Maximize valuation and de-risk transaction with robust, extensive and high-quality data
- Does the target have the data assets required to drive value creation…
- How do I get better data on my target and the wider market?