EXM Portfolio Management helps you consolidate your financial results, value creation planning and ESG metrics giving you
Increased confidence of achieving growth in Earned Value.
Increased confidence of achieving sustainable returns.
Improved transparency between investors and portfolio companies.
Move from simple financial control into pro-active strategic value-creation across all your portfolio companies
Automated information flow to support your monthly and quarterly reporting including IRR calculations, TVPI, multiples at asset and fund level
More effective control and communication of all actions generated from key meetings across your Portfolio
Control your ESG KPIs and your improvement actions across the portfolio, integrating automated CO2 calculations and benchmarks
Aligns the Executive team, Board, Investment and Finance teams with the same objectives and priorities
Interface directly with companies’ accounting systems and back office to ensure financial data is accurate and timely
Powerful BI engine offers you the richest possible ‘real-time’ data insights. Present accurate, reliable, concise quarterly reports to stakeholders and shareholders
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.
We work with our customers to provide a tailored, flexible solution that meets their exacting challenges in portfolio monitoring.