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

Overall transparency

Plan & steer the business and perform OKR in one system

Portfolio analytics

More precise prediction of future developments

Internal & external benchmarks

Calibration of company performance and identification of improvement areas

Early warnings across portfolio

Proactive management of problems before it becomes too worse

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

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


Case study

Implementation of ValueWorks within German industrial holding

with Navigator Group – SME investments


Case study

Implementation of ValueWorks within private equity owned holding

with GSG GENII Software Group


Customer Success Story

How the Navigator Group reaches new productivity heights with ValueWorks


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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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