End-to-end support across the investment life cycle

Requirement

• Expand the private equity portfolio through a cost-effective model

Challenges faced by the client

• Limited bandwidth across departments
• Constrained value creation capabilities
• Availability of data analytics talent

Investment research and portfolio support

• 20 FTEs research support on target identification, due diligence, incl. financial modeling, portfolio monitoring
• Support across Tech, Healthcare/Life Sciences, Financial Services, Renewables and Consumer sectors
• Provides recommendations to investment committee 
• 8 FTEs supporting active portfolio value creation
  

Data intelligence support

• 2 FTEs to support on data and build analytical insights
• Design pricing strategies and built investor networks
  

Marketing collaterals support

• Produce sector-focused primers, insights, newsletters

Benefits to the client

• Optimize onshore bandwidth
• Expand the global portfolio by 2x and AUM by 3x
• Flexible scaling of team to service peak deal cycles
• Operations cost saving of ~50%