BUSINESS SITUATION
A middle market-focused PE firm, with a diverse portfolio across industries like technology, consumer, and industrials engaged SGA. The firm sought our expertise to revamp its portfolio company monitoring processes, aiming for a highly data-driven and efficient approach. Our goal was to enhance decision-making through the overall optimization of performance tracking across their investments in these key sectors.
SGA APPROACH
- Coordinated with the client to understand and collate its diverse portfolio companies across industries and the key objectives of the tracking process
- Developed a client-centric monitoring framework comprising key KPIs and metrics to track, along with other specific portfolio needs
- Consolidated large datasets from portfolio companies, using advanced data tools, to support further analysis and insight derivation from company-level data
- Developed a highly interactive and integrated dashboard to summarize and present these insights, with sub-categories for various comparisons
- Utilized client-specific graphical presentation formats to present the key KPIs and provide actionable insights to stakeholders
- Supported client’s decision-making process by making the monitoring of portfolio companies flexible and dynamic and setting up channels for periodic dashboard updates
ENGAGEMENT
SGA engaged a highly experienced team of four analysts to support the KPI identification through the decision-making process while leveraging the SGA talent inventory for specific dashboarding needs.
BENEFITS & OUTCOME
- Developed a comprehensive list of KPIs essential for portfolio company monitoring
- Provided flexibility to enable the client to drive comparisons across timeframes, KPIs, and companies
- Established a highly dynamic and real-time data-driven visualization dashboard, with regular support on built-in automation and optimizations
- Benefited the PE firm through the established and optimized portfolio monitoring process, driving better decision-making across stakeholders
KEY TAKEAWAYS
- 30% higher effectiveness in monitoring portfolio companies
- Regular and timely monitoring of key portfolio company information
- Integration of data channels into dashboards to monitor KPIs
- End-to-end deal support with access to SGA's DA and graphics services
- Regular support on further optimizations and enhancements
