Private equity

Next generation
portfolio reporting
with ValueWorks

The intelligence platform servicing
portfolio companies & investors at the same time

The intelligence platform for investment portfolios or holdings & their portfolio companies

Perform a proactive management in a faster, cheaper and executive-ready user interface instead of backward looking reporting

1

Automated analytics & real-time insights

Gain access to all your data across systems, with comprehensive graphs & deep analyses, automated & real-time in one central place.

2

Instant grip on your acquisition

Reduction of time needed to have full transparency of the business (via pre-built data stack, best practice analyses, and integrations to all operational systems). Immediate ability to drive value creation (in weeks, not months).

3

Sustainable value creation

Benefit from a smarter, more sustainable value creation model compared to traditional consulting projects. Automates junior consultant tasks using digital technologies and AI. Includes IT implementation for ongoing enablement & impact.

4

Simplified & cost-effective

Reduce complexity and costs with our integrated software and analytics-as-a-service, outperforming traditional BI and data warehouse setups.

5

Empower your portfolio company

Empower your portfolio businesses’ management team with the ability to focus on driving impact through automated financial insights, taking away the need to spend time on getting data & analytics right.

Automate your workflows & steer your portfolio in one system

ValueWorks is covering the information flow from the portfolio company to the investor and the to the LPs

Disable

Self-service oriented user interface

Intelligent portfolio management for the investment & operations team

Select the entire portfolio, a group of portfolio companies, or single companies
Identify high or low performing groups across your portfolio
Add comments to KPIs and identify best practices within the portfolio

portfolio performance mapped in one system

KPI comparison across portfolio companies & with external benchmarks

Investor review

"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 VALUEWORKS

PORTFOLIO COMPANIES

Case study

Implementation of ValueWorks within German industrial holding

with Navigator Group – SME investments

PORTFOLIO COMPANIES

Case study

Implementation of ValueWorks within private equity owned holding

with GSG GENII Software Group

PORTFOLIO COMPANIES

Customer Success Story

How the Navigator Group reaches new productivity heights with ValueWorks

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Harness the power of ValueWorks, the intelligence platform for executives

Make ValueWorks the starting point of every management decision

Holdings & Groups

The intelligence platform for holdings & groups and their single entity companies

Industry solutions

Providing industry specific templates with the right KPIs for each industry

Investor reporting

Most modern way of investor communications and alignment

Value creation management

Next generation agile management with OKR 2.0

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