Investors & Boards
ValueWorks helps
Investors & boards to assure superior investment outcomes by selecting the right targets in data-driven way.
A scalable solution for value creation within the portfolio companies and best insights to actively support the investments.
Key questions
Key questions investors & boards need to ask themselves
1
Better insights
Does your investor reporting always look the same of different by investment?
Does the reporting include strategic and operational KPIs or just financial?
Do you always have benchmarks at hand to calibrate the performance?
2
Efficiency
Do you always get the right data to perform your due diligence before doing an investment?
How much effort and iterations does it take to get the right information?
How easy is it for you to analyze the data and compare with benchmarks?
3
Value creation
Do you have a scalable approach to help the portfolio companies to learn data-driven management and achieve the full potential?
Poor transparency
- Investor reports look very different by portfolio company and makes it different to quickly understand the issues
- Investor reporting often limited to backward looking (financial) reporting
- Investors cannot understand the business situation in order to help the management with their expertise and connections
High manual efforts and lengthy iterations
- Lack of reporting standards across (potential) portfolio companies (using home-grown and inconsistent metrics)
- High effort for both the portfolio companies and funds due to manual data crunching incl. multiple iterations and likely late night crunches
Remaining a “passive” investor without value creation approach
- Leaving “money” on the table, not reaching the full potential by definition
- Expensive and not always sustainable option to hire expensive consultants to support value creation at their investments
Better insights
- Easy-to-understand reporting based on private equity best-practices
- Real-time access to strategic, operational, financial and ESG reporting
- Together with embedded benchmarks enabling investors to better and faster understand the situation and proactively help the management
Simpler preparation of funding rounds and ongoing reporting
- ValueWorks comes with a best-practice reporting template by industry incl. a pre-defined set of approx. 100 standard KPIs
- Integration of transactional systems via API enabling automated calculation of KPIs and real-time reporting via easy-to-understand dashboards
Scaleable solution for value creation
- Guardrails for data-driven management embedded in the software
- Right KPIs, management-ready visualizations, build-in benchmarks
- Recommendations automatically generated by the systems
From an investor perspective, we like to have more transparency on our portfolio companies’ growth with the help of ValueWorks. ValueWorks is supporting our portfolio companies to faster grow with the achieved transparency.
Leonard Clemens
CEO at Cadence Growth Capital | Investor & Advisor at ValueWork
Value proposition
how ValueWorks can help investors & boards achieving their objectives
1
Simpler preparation of funding rounds and ongoing reporting
2
Better business insights & external calibration
3