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 insted 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
ValueWorksis covering the information flow from the portfolio company to the investor and the to the LPs
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Enable
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
- 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
"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 private equity owned holding
with GSG GENII Software Group
PORTFOLIO COMPANIES
Whitepaper
How to digitize the value creation plan and bring it into execution with OKRs
How to leverage codified management consulting knowledge empowered by digital technologies and artificial intelligence (AI) to drive innovation, efficiency, and growth within an organization
PORTFOLIO COMPANIES
Whitepaper
How to become a truly data-driven and digital-enabled investor & boost the value of your portfolio
How ValueWorks provides better insights, simpler preparation of or for funding rounds, ongoing reporting & a scaleable intelligent solution for value creation to investors and their portfolio companies
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
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Start today to better drive the direction of your company with ValueWorks.
