Lesson 12: Don’t risk your reputation: secure your capital calls
The number of cyberattacks on capital calls is increasing, proving the traditional way of sending capital calls through email with a PDF attached is no longer secure. In 2021, Private Equity fundraising amounted to €118 billion euros.1 With such a significant amount transacted, the increasing cyberattacks should push fund managers to secure their process. […]
Lesson 11: An investor call… answer it immediately by consulting his real-time data in just a few clicks.
Question: How do fund managers store information related to an investor that has subscribed to 3 funds in the investment management company? Fund Manager: Today, investor information is stored in various excel files and are spilt at the fund level. Therefore, having a quick and clear overview for a single investor that has committed […]
Lesson 10: Be ready and confident for future audits with a solution that strengthen yours bases.
Today, fund managers primarily use Excel to manage their funds, making it THE essential tool for Private Equity professionals. However, manual processes on Excel can be redundant, extracting no added value. Team members can go through multiple versions of files and documents without keeping track of the latest versions. How can PE Cube help? […]
Lesson 9: Monitor the performance of your funds in both financial and ESG terms
Having a clear overview of the performance of the portfolio companies is crucial to analyse the impact of strategy and decisions taken by the company. Today, fund managers keep track of these metrics in multiple excels files. Susceptible to many edits by different team members, these excel files fail provide data reliability. Moreover, the complex […]
Lesson 8: Work as a team around the same tool for efficient management of your funds
Private Equity historically has been a low-tech industry. Fund management processes are manual, monotonous, and have less value added. The Covid-19 pandemic has catalysed the digital transformation of the Private Equity industry. Fund managers have realised the importance of taking control of their data, automatising manual tasks, and having a tool where their teams can […]
Lesson 7: Send targeted communications to investors
Investor are demanding more! More data, more information, and more transparency. To satisfy investors, fund managers are starting to send out a greater number of reports with precise data. On average, investor relation teams spend around 2 hours each month per investor to deal with specific demands or meetings with investors – amounting to 172 […]
Lesson 6: Secure, track, and automate capital calls and distributions
Private Equity : A growing asset class Private Equity (PE) is a growing asset class in Europe, observing a 7% increase in fundraising from 110 €m in 2020 to 118€m in 2021.1 Parallel to the rise of PE allocations, the risk of cyberattacks have grown as well. This trend was also highlighted during the 2022 […]
Lesson 5: Customise and track KPIs for each portfolio company
The private equity industry is maturing and closing the transparency gap between the private and public markets. Funds are adopting SFRD regulations and are paying a closer attention to sharing more information with their Limited Partners (LPs). To facilitate this transition, PE Cube provides a portfolio management solution that allows fund managers to have […]
Lesson 4: Ensure that your KYC & AML is up to date and minimise human error
Regulation is more stringent The Autorité des Marchés Financiers (AMF) and the European Securities and Market Authority (ESMA) are becoming more stringent in terms of regulations related to Know Your Customer (KYC) and Anti-Money Laundering (AML). This adds pressure on management companies to verify and update these data points and documents more frequently. Moreover, as […]
Lesson 3 : Accompany your LPs with a comprehensive dashboard
LPs demand more As the Private Equity industry matures, Limited Partners (LPs) increasingly demand more. They want management companies to publish more sophisticated reports to allow for greater transparency. A study carried out by Private Funds CFO Insight Survey 2022, informed that 64% of respondents (CFOs) agreed that LPs requested more details and prescribed for […]
