Portfolio Management

Portfolio management is the process of selection and management of portfolio companies for private equity players, M&A specialists, and venture capitalists. The process helps the portfolio companies to improve the decision cycle time and the quality of decision making through portfolio analytics.

Activities included under portfolio management cover, but are not limited to, the following:

Preparing Board Materials

Preparing financial reports, investment memos, industry reports, and other material for board meetings.

Evaluating Strategic Alternatives

Finding and assessing the options available for management to fulfill the long-term goals of the company.

Portfolio Valuation

Analyzing the market value of the holdings/assets in a portfolio.