What We Do > Investment Insights > Private Equity and Venture Capital > Portfolio Monitoring Services for Private Equity Firms

Portfolio Monitoring Services for Private Equity Firms

We help clients to vigilantly track their investments across various portfolio companies.

Portfolio Management Services
What We Offer
Why SGA
Who We Work With
Insights
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Portfolio Management Services for Private Equity Firms

In the dynamic realm of PE, the ability to proactively monitor and assess portfolio company performance is paramount for sustained success. Our Portfolio Management services provide an indispensable suite of Investment Review solutions, designed to empower Private Equity firms in effectively overseeing and optimizing their portfolio.

Employing a comprehensive approach, we vigilantly monitor the Key Performance Indicators (KPIs) of portfolio companies, analyze actual versus expected financial performance, estimate the carrying value of portfolio companies, conduct periodic valuations, and create tailored dashboards. This proactive strategy provides real-time insights, enabling Private Equity firms to navigate the complexities of their investments with confidence and agility.

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Portfolio Management Services for Private Equity Firms

Get in Touch With Our Experts

Our Portfolio Management Services

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

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and conten.t

Technology-Driven Solutions

We've integrated solutions for repetitive tasks into our Private Equity Technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
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Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

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.

Domain Experts

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 Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and content.

Technology-Driven Solutions

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Who We Work With

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Our dedicated Technology Suite for PE/VC 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

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Business Development Teams

Customized AI-powered web crawler for PE firms to curate an actionable target list

View Case Study

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM

View Case Study

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Our dedicated Technology Suite for PE/VC firms

Business Development Teams

Customized AI-powered web crawler for PE firms to curate an actionable target list

View Case Study

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM

View Case Study

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Operating Partners

Create data-driven dashboards to report PE/VC fund performance

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution

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

Talk To Our Experts

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution

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

Talk To Our Experts

Our Value Proposition

Expertise across sectors, domains, and regions

Increased probability of identifying actionable targets

Optimized resource capacity

Flexibility to quickly ramp up/down the team

Tailored engagement models

Final-form research

On-going cost efficiencies

Functional, cultural, and strategic alignment

Expertise across sectors, domains, and regions

Increased probability of identifying actionable targets

Optimized resource capacity

Flexibility to quickly ramp up/down the team

Tailored engagement models

Final-form research

On-going cost efficiencies

Functional, cultural, and strategic alignment

Insights

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CASE STUDIES

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View All

Talk To Our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

Talk to our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

What We Do > Investment Insights > Private Equity and Venture Capital > Portfolio Monitoring Services for Private Equity Firms

Portfolio Monitoring Services for Private Equity Firms

Portfolio Management Services for Private Equity Firms

Portfolio Management Services for Private Equity Firms

Our Portfolio Management Services

Our Research Ecosystem

Our Research Ecosystem

Who We Work With

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Our dedicated Technology Suite for PE/VC firms

Our dedicated Technology Suite for PE/VC firms

Our Automation-powered Solutions

Our Automation-powered Solutions

Our Value Proposition

Insights

Talk To Our Experts

Talk to our Experts

Our end-to-end support across investment lifecycles enables you to focus on your core competencies.