Financial Services

Private equity investors and venture capital investors

Providing better traction on performance of portfolio enterprises through interactive digital reports delivered to your iPad

We understand how important portfolio performance monitoring is in realizing the returns on your investment and asset base. You need to keep track of the performance of portfolio:

• Product/service development
• Investments and asset base
• Cost levels and structure
• Customer acquisitions, market share
• Price points, volumes and sales revenue
• Margins and
• Cash flow

We can set up a database of investment KPIs and metrics, update the database on an ongoing basis and provide insightful information in digital dashboards and/or Interactive digital reports delivered to your desktop or iPad to help you:

• Obtain a bird’s eye-view of your business
• Identify flash points
• Drill down to finer levels of detail
• Identify and extrapolate trends
• Understand and correlate composition
• Obtain a different perspective by slicing/dicing data and
• Compare performance against industry benchmarks and the competition

We use state-of-the-art business intelligence tools such as Microstrategy, Qlikview or Roambi to deliver interactive digital reports. Portfolio performance management is made easier.

Equipment leasing or asset based lending businesses

Our range of services includes: