Independent Portfolio Monitoring firm

Wondering if there are teams of ex-PE professionals (or consultants or similar backgrounds) that have set up their own shop to offer PE funds to outsource the heavy lifting of portfolio monitoring to them for a fee. Particularly helpful if the PE professionals live far away from the asset and it needs more attention than what the PE team can offer. The fees could be paid from the portfolio company (so no need to allocate management fees).

Has anyone come across anything similar? Would be helpful if you could share any links or provide insights.

Many thanks

3 Comments
 
 

Hi, you can look up Acuity Knowledge Partners. We provide exactly what you are looking out for. End-to-end support on portfolio monitoring and data operations tailored for Private Equity and Venture Capital firms. 

You can either do this a managed service (Support on tools like iLevel, etc.) or with our own proprietary tool FolioSure (click here)

Our client list includes 80+ PEVC companies from bigger firms, to boutiques and family offices.

 
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