Private Equity Portfolio Management Services
We help clients to vigilantly track their investments across various portfolio companies. Private equity firms manage extensive portfolios of investments across industries, requiring a comprehensive approach to portfolio management to maximize returns and ensure sustainable growth.
Portfolio Management Services for Private Equity
Performance Tracking
- Regular track of KPIs of the portfolio company.
- An early sense of expected performance.
- Identifying reasons of underperformance.
- Maintaining and updating operating models.
Variance Analysis
- Analyzing variance, actual vs expected financial performance of portfolio company.
- Identifying reasons of high variance.
Carrying Value Calculation
- Estimating the carrying value of portfolio company by notching the investment value up or down based on actual performance, change in estimates, and market conditions.
Portfolio Valuation
- Assisting the fund to periodically value portfolio companies.
- Performing various valuation methodologies for internal and audit requirements.
Industry Dashboards
- Creating dashboards on operating industries of the portfolio companies to keep a regular track of key indicators.
Periodic Reporting
- Creating periodic report on portfolio companies for the investment committee.
- Reporting variance between actual and expected performance.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support private equity to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our PE Technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support private equity to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our PE Technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Dedicated Technology Suite for Private Equity Firms
We have identified the manual, repetitive, and tedious tasks and incorporated them into our private equity technology suite. Optimize your workforce strategy by leveraging our technology suit to enhance productivity across business development, investment, and operating teams.
Operating Partners
Create data-driven dashboards to report PE/VC fund performance.
Generate insightful MIS reports & dashboards on portfolio companies’ performance.
Business Development Teams
Customized AI-powered web crawler for PE firms to curate an actionable target list.
Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM.
Investment Teams
Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using GenAI.
Automate financial summaries and standardize evaluation parameters for assessing targets.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
