THE POWER BEHIND YOUR PORTFOLIO

Data you can trust, knowledge you can leverage, insight to optimise value creation

The next-generation solution for private equity portfolio monitoring and value creation

Providing you with the digital strategy solution to maximise your returns and set you apart in your fundraising efforts. Book a demo to see what EXM can do for you!

The power of value creation & portfolio monitoring in one flexible solution

Integrated Value Creation Planning & Control

Standalone or complementing your existing portfolio solutions, EXM offers integrated value creation planning at both a fund and company level enabling you to contextualise financial performance against value creation plans.

Fund Performance & Business Insights

EXM's business intelligence platform provides unique insight into the valuation of your businesses, from IRR to automated Covenant warnings, with the addition of a unified risk register and more than 200 pre-configured ESG KPIs.

Connected Portfolio

No more cumbersome, time-consuming data collection. EXM's built-in process automation gives you direct access to the accounting system of your portfolio companies. Information flows from a single input through to the GP level to feed into your stakeholders and investor reports.

KEY BENEFITS

EXM portfolio monitoring and value creation software supports and helps you overcome common challenges when delivering on a Value Creation Plan

Improves alignment

Improves alignment - Executive team, Board, Investment and Finance teams. All the stakeholders aligned with the same objectives and priorities.

Optimised Reporting

Information flow from a single input allowing you to easily produce the reports needed for your monthly review sessions as well as quarterly reporting to LPs, including IRR calculation, TVPI, multiples at asset and fund level

Productive Board Meetings

More effective control and communication of all actions generated from key meetings across your Portfolio

Strategic Agility

Robust value creation tracking acts as an early warning system allowing you to manage risks and issues efficiently enabling you to change direction quickly to keep momentum in value creation.

Streamlined data collection

Interface directly with companies’ accounting systems and back office to ensure financial data is accurate and timely

Enhanced Data Insight

Powerful BI engine offering you the richest possible ‘real-time’ data insights. Present accurate, reliable, concise quarterly reports to stakeholders and shareholders

Modular approach

Choose either the full solution or the modules that best complement your existing portfolio monitoring software.

ESG

Over 200 standard ESG KPIs available to control your ESG strategy and improvement actions and initiatives across your portfolio

CREATED FOR PRIVATE EQUITY,
WITH PRIVATE EQUITY

We work with our customers to provide a tailored, flexible solution that meets their exacting challenges in portfolio monitoring.

"The bigger value that we needed to get out of EXM was something that we could use across our whole portfolio to link up all of the various stakeholders. You can see the information flow from the portfolio companies back office all the way to LP reporting"

Warren Gee

Chief Portfolio Officer, Cairngorm Capital

"EXM is a solution that is relatively quick to implement and the EXM team has given us great support both during and after implementation in our portfolio"

Portfolio Manager

Ambienta

ARE YOU CONSIDERING PORTFOLIO MONITORING SOFTWARE?

Operating partners, CFOs, and Investment Directors have historically leaned on manual processes and spreadsheets to evaluate the performance of their private equity portfolio.

But with digitisation gathering pace, many General Partners are looking at new tools to simplify the financial monitoring of their portfolio of investments.

Choosing a suitable solution is not an easy or quick task and the wrong decision could be a costly investment.

Making the right choice is vital so in our article we share 15 things to consider when choosing private equity portfolio monitoring software to help you filter and rationalise the options.

READ OUR RECENT ARTICLES

Benefits of portfolio monitoring software for private equity