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?