Private Equity Portfolio

A private equity operating partner required a consistent method to compare performance across six portfolio companies. Each company utilized different metrics and reporting formats, which slowed down board preparation and made it challenging to discern meaningful insights from irrelevant information. Vision Strategies was engaged to standardize the reporting process and create a clear overview of the portfolio, highlighting the most impactful actions.

We developed a standardized one-page scorecard for each portfolio company, which was aligned with a consistent set of metrics and definitions. This information was compiled into a red, yellow, and green portfolio heatmap for clear visibility to leadership. Within ten days, the operating partner prepared materials suitable for the board and identified the top three priorities for each company. Over the next thirty days, we transformed those priorities into actionable execution plans, assigning clear owners, milestones, and next steps. This approach accelerated decision-making and directed focus towards the highest return levers.