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Portfolio Management​

  • Maintaining and Updating Operating Models: Ensuring operating models remain dynamic and aligned with the latest business and market developments.
  • Periodic Portfolio Valuations (IRC 409A, ASC 820): Conducting periodic valuations of portfolio companies for compliance, financial reporting, and fair value assessments.
  • Trading and Transaction Comparable Analysis: Analyzing market trading data and historical transactions to benchmark portfolio company valuations.
  • Identifying Add-on Opportunities and Potential Acquirers: Sourcing strategic acquisition targets and potential exit opportunities for portfolio companies.
  • Preparing Board Materials and Delivering Market Insights: Developing insightful board presentations backed by rigorous market and portfolio analysis.
  • Creating and Tracking Key Business Drivers: Identifying, modeling, and monitoring key business and operational drivers to influence strategic decisions.
  • Hypothesis Testing and Strategic Scenario Analysis: Evaluating different strategic scenarios through hypothesis testing to optimize decision-making.
  • Portfolio Performance Monitoring: Tracking and analyzing portfolio company performance against predefined benchmarks and targets.
  • KPI and Metric Tracking: Establishing and monitoring key performance indicators and operational metrics for portfolio oversight.
  • Portfolio Reporting and Investor Presentations: Preparing clear, data-driven portfolio reports and presentations for investor updates and stakeholder communications.
  • Data Aggregation and Analysis Across Portfolio Companies: Collecting and analyzing data from multiple portfolio companies to generate consolidated insights.
  • Risk and Exposure Mapping (Sector/Geography/Currency): Identifying and assessing risks across sectors, geographies, and currencies to manage portfolio exposure.
  • Exit Readiness Assessments and Monitoring: Evaluating portfolio companies’ preparedness for potential exits and tracking value-creation milestones.
  • Development of Custom Dashboards and Tracking Tools: Designing customized dashboards and tools to visualize key metrics, risks, and portfolio performance in real time.