Interventions for Private Equity Portfolio Enhancement

Company Overview: This client was building a large apartment subdivision

Client background: This client is in the real estate space having built and managed large-scale projects. Some of their work involves purchasing acres of land and building out neighborhoods on the land.

Objectives:

1. Building and maintaining a financial model

2. Creation of sensitivity analysis

3. Financial Overview

4. Creation of an investor deck

Approach: Tasks that were performed due to timely strategy calls with owners of the company and potential investors.

Case Study: Enhancing financial reporting

Overview: This client is a large manufacturing company that specializes in agriculture. They sought my expertise to enhance their financial KPI’S

Company background: Fortune 500 agriculture manufacturer with several billion dollars in revenue. They have been in the space for many years and wanted to revamp the way they look at their financial KPIs

Deliverables:

1. Built out and trained teams on a new internal project tracking system in which they can come up with financial KPIs for projects in their pipeline

2. Created views in which they can look at their opportunity pipeline with the creation of easy-to-manage power BI dashboards

3. Created a new market opportunity sizing tool so that they can better predict volumes

4. Implemented a discounted cash flow template to be used on new product development projects

5. Found a way for the client to track all new product sales and patent-protected sales in an effective yet simplified way