Portfolio Assessments

Focus on complete portfolio transparency and understanding

We have developed proprietary processes and tools from an operational perspective for evaluation of portfolios, value creation in portfolios, and reporting on portfolios and companies.

Working with the client, we develop a list of outcomes from the assessment surrounding portfolio risk, company execution and portfolio categorization.  We have developed models for developing deliverables such as ‘Company Report Cards’, ‘Portfolio Dashboards’ and ‘Progress Against fund Expectations’. With a focus on full asset transparency, we have a track record of copacetic partnership working with GPs. We work to create alignment of interests all the way from portfolio companies to LPs.

We often create additional opportunities to enhance returns – at both the portfolio level and at the company level.

Illustrative Mandates