US-based private market General Partner (GP); AUM: $80+ bn

Requirement
 

• Expand the private equity portfolio through a cost-effective model
  

Challenges faced by the client
 

• Limited bandwidth across departments
• Constrained value creation capabilities
• Availability of data analytics talent

CRISIL solution

Investment research and portfolio support
 

• 20 FTEs research support on target identification, due diligence, incl. financial modeling, portfolio monitoring
• Support across Tech, Healthcare/Life Sciences, Financial Services, Renewables and Consumer sectors
• Provides recommendations to investment committee 
• 8 FTEs supporting active portfolio value creation
  

Data intelligence support
 

• 2 FTEs to support on data and build analytical insights
• Design pricing strategies and built investor networks
  

Marketing collaterals support
 

• Produce sector-focused primers, insights, newsletters

CRISIL impact

Benefits to the client
 

• Optimize onshore bandwidth
• Expand the global portfolio by 2x and AUM by 3x
• Flexible scaling of team to service peak deal cycles
• Operations cost saving of ~50%
  

Questions

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