WHAT WE DO
As custodians of your shareholder's capital you require clear sight of how the company or your investments have performed and what the risks and opportunities are in order to make informed decision in your quest to improve shareholder value.
​
Through a process we call RaaS - Reporting as a Service we work with business backers, management teams and portfolio managers to design and deliver management information, both financial and non-financial, that keeps them informed in respect of their financial, operational and strategic objectives.
We enable quality decision making by providing quality information and we do this through a three step managed process.
STEP 1
During the initial stage we work with the business backer to confirm their investment strategies and what information they need from their portfolio companies to help achieve their objectives.
​
Then, based on our findings, we define, design and develop a suite of information that meets their needs and that, where possible, can be applied consistently across your portfolio.
STEP 2
We then turn our attention to the investments or portfolio companies and work with their management teams to ensure the information required is available.
Where required, we can design and implement processes and reporting interfaces that ensure the information is available and accessible in the agreed timeline.
STEP 3
In the final phase the reports are produced, by us, using the best in class visualisation and reporting technologies.
This allows you and your investment's management to focus on the high value activities of providing context around the outputs, considering the implications and managing outcomes.