Private Equity concentrates on value investing
PitchBook published last month a report showing that Private Equity is opposing the current volatility of the markets with less external (and risky) investment and more concentration on the growth of their existing portfolios. A trend also true for M&A. Looking at PE, one can only conclude that after the great results of […]
Despite high interest rates, Private Equity starts 2023 with perspectives of long-term growth
The Boston-based consulting firm Bain & Company released its Global Private Equity Report 2023. In the foreword, the Chairman of Bain’s Global Private Equity practice, Hugh MacArthur compares the year 2022 for the industry to the novel A tale of two cities by Charles Dickens : a roaring first semester with a peak of activity […]
Lesson 12: Don’t risk your reputation: secure your capital calls
The number of cyberattacks on capital calls is increasing, proving the traditional way of sending capital calls through email with a PDF attached is no longer secure. In 2021, Private Equity fundraising amounted to €118 billion euros.1 With such a significant amount transacted, the increasing cyberattacks should push fund managers to secure their process. […]
AMF: Proposed minimum environmental criteria for categories SFDR Article 9 and 8
On the 10th of February, the Authorite des Marches Financiers (AMF), published a proposal on the minimum environmental criteria required for a financial product to be categorised as Article 9 or Article 8 under the European regulation SFDR (Sustainable Finance Disclosure Regulations). The proposal is based on an informal consultation conducted with financial actors. The […]
Lesson 11: An investor call… answer it immediately by consulting his real-time data in just a few clicks.
Question: How do fund managers store information related to an investor that has subscribed to 3 funds in the investment management company? Fund Manager: Today, investor information is stored in various excel files and are spilt at the fund level. Therefore, having a quick and clear overview for a single investor that has committed […]
Lesson 10: Be ready and confident for future audits with a solution that strengthen yours bases.
Today, fund managers primarily use Excel to manage their funds, making it THE essential tool for Private Equity professionals. However, manual processes on Excel can be redundant, extracting no added value. Team members can go through multiple versions of files and documents without keeping track of the latest versions. How can PE Cube help? […]
Lesson 9: Monitor the performance of your funds in both financial and ESG terms
Having a clear overview of the performance of the portfolio companies is crucial to analyse the impact of strategy and decisions taken by the company. Today, fund managers keep track of these metrics in multiple excels files. Susceptible to many edits by different team members, these excel files fail provide data reliability. Moreover, the complex […]
Lesson 8: Work as a team around the same tool for efficient management of your funds
Private Equity historically has been a low-tech industry. Fund management processes are manual, monotonous, and have less value added. The Covid-19 pandemic has catalysed the digital transformation of the Private Equity industry. Fund managers have realised the importance of taking control of their data, automatising manual tasks, and having a tool where their teams can […]
Lesson 7: Send targeted communications to investors
Investor are demanding more! More data, more information, and more transparency. To satisfy investors, fund managers are starting to send out a greater number of reports with precise data. On average, investor relation teams spend around 2 hours each month per investor to deal with specific demands or meetings with investors – amounting to 172 […]
French Start-ups: Generative AI
Artificial Intelligence (AI) has been the buzz in the past months. With ChatGPT and generative AI being the center of this conversation, people are questioning the possibilities and capabilities of AI and its impact on our future. Difference between AI and Generative AI As tennis is to sports, generative AI is a sub-category of […]
