Lesson 2: Preciously keep record of your valuations

The AMF and other regulatory bodies are tighten their reigns on Private Equity fund management companies. Therefore, maintaining a clear audit track of the valuations of portfolio companies is vital.   Today, managements companies (GPs) primarily use Excel to conduct valuations. While Excel permits flexibility in the valuation method, files stored can be easily modified, […]

Lesson 1 : Combining Excel with PE Cube

The Private Equity industry faces complex pressures in an uncertain macro economic environment. Additionally, democratisation brought through the arrival of retail investors has matured the ecosystem and has intensified investor and regulatory demands in terms of reporting. This enforces that PE fund management is ripe for digitalisation, with the potential to centralise data, manage workflows, […]