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NEXT GENERATION PORTFOLIO MANAGEMENT

for Private Capital Markets



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SIMPLIFYING YOUR CARBON EMISSIONS CALCULATIONS

Carbon emissions reporting is increasingly required by companies, stimulated by investor, regulatory or voluntary drivers.

Our webinar offers insights and practical solutions for private equity on how to measure your carbon emissions and carbon footprint.

Join us and Hugo Kimber, Founder, Director of Carbon Responsible for a live webinar on Wednesday 19th May, 1.00pm BST.

The webinar will cover: 

  • What you need to measure and report; 
  • Targets, Governance and frameworks for reduction;
  • How to automate and embed carbon management;
  • Why it's important to start now.

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Financial Results + Value Creation + ESG

= Portfolio Management

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EXM Portfolio Management helps you consolidate your financial results, value creation planning and ESG metrics giving you

 

HYDRA-icon-Value-Red-05Increased confidence of achieving growth in Earned Value.

HYDRA-icon-Value-Red-08Increased confidence of achieving sustainable returns.

HYDRA-icon-JAN2021-Leadership-red-3Improved transparency between investors and portfolio companies.

The power of portfolio monitoring, value creation planning and ESG tracking in one flexible solution

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Portfolio Monitoring

Transform your standalone portfolio monitoring from a back-office reporting tool to a sophisticated platform fully integrated with your value creation planning and ESG monitoring. Increase alignment across your investment and operating partners, finance team and portfolio companies.

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Value Creation Planning (VCP)

Connecting your VCP with portfolio monitoring and sustainability metrics gives you increased confidence that your portfolio companies will achieve their growth targets and drive sustainable returns .

 

 

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Environmental, Social and Governance

Combining ESG metrics with your VCP and portfolio monitoring means that you can measure, benchmark and improve your sustainability goals and clearly demonstrate to your stakeholders the positive improvements that are being achieved to drive sustained growth.

 

KEY BENEFITS

EXM supports and helps you overcome common challenges when delivering sustainable returns

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Portfolio Management

Move from simple financial control into pro-active strategic value-creation across all your portfolio companies

 

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Optimised Reporting

Automated information flow to support your monthly and quarterly reporting including IRR calculations, TVPI, multiples at asset and fund level

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Productive Board Meetings

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

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ESG

Control your ESG KPIs and your improvement actions across the portfolio, integrating automated CO2 calculations and benchmarks

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Improves alignment

Aligns the Executive team, Board, Investment and Finance teams with the same objectives and priorities

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Streamlined data collection

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

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Enhanced Data Insight

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

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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.

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

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