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
Self-service oriented user interface
Intelligent portfolio management for the investment & operations team


portfolio performance mapped in one system
KPI comparison across portfolio companies & with external benchmarks
- Perform internal comparison across portfolio companies
- Leverage standardized KPI definition for a comparable picture
- External & community benchmarking
- Identify best practices within the portfolio
- Assess a potential improvement & related value creation potential
Investor review

PORTFOLIO COMPANIES
Case study
Implementation of ValueWorks within German industrial holding
PORTFOLIO COMPANIES
Case study
Implementation of ValueWorks within private equity owned holding
PORTFOLIO COMPANIES
Customer Success Story
How the Navigator Group reaches new productivity heights with ValueWorks

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