At a GlanceThis investor had multiple private equity, businesses, and real estate holdings, so they needed to be able to track performance of each one and of the portfolio as a whole.
The challenges with tracking portfolios like this are the various ways in which information is provided and how to synthesize data into a clear portfolio dashboard. This particular investor wanted to understand their cash flow, measure their various investment success, and to plan better for the future.
We put together a report that showed the various holdings. We created visuals to illustrate the portfolio and put together financial controls to get information from each investment on a timely basis.