Private Equity Portfolio

A private equity operating partner faced challenges in comparing performance across six diverse companies. Each team used its own reporting format, which made board presentations time-consuming to prepare. Additionally, it was unclear which initiatives should be prioritized. To address these issues, Vision Strategies was brought on board to standardize results and clearly identify the highest-impact actions across the portfolio.

We developed a standardized one-page scorecard for each company, featuring a concise set of metrics and a red-yellow-green portfolio heatmap. Within ten days, the team created board-ready presentations and identified the top three priorities for each company. Over the following thirty days, these priorities were turned into execution plans that expedited investment decisions and directed efforts towards areas with the highest returns.