Board & Investor Reporting Enhancement
VIP SOLUTIONS CASE STUDY
Private Equity
INDUSTRY
10
EMPLOYEES
$35M
ANNUAL REVENUE
BACKGROUND
Our Private Equity sponsor wanted consistent formatting, content, and structure from their portfolio’s board and investor reporting. Their portfolio’s management teams provided inconsistent and under-sophisticated materials, leaving heavy burdens on the private equity to prepare content for board and investor consumption.
OBJECTIVES
Develop standardized objectives for three-party communication (Board, Investor, Management Team)
Implement format of consistent slides, tables, and charts to enhance trust with audiences
Identify consistent, reliable data sources to inform content
Identify realizable timelines for consistent content preparation
Train portfolio companies to prepare decks that deliver consistent and timely reporting
SOLUTIONS
Developed standardized content across multiple portfolio companies, tying together strategy, execution planning, performance, and health
Implemented consistent, reliable reporting to meet three-party needs
Trained staff to maintain consistent and timely reporting
Consistent, reliable reporting helped our client enhance credibility with investors and inform their decision making on asset trajectories.
EXAMPLE BOARD REPORT TABLE OF CONTENTS
This table of contents outlines the standardized and consistent pieces of content included in the PE sponsor’s board reporting decks. Our team trained the PE’s portfolio company leaders to utilize this format for all reporting decks.
