Investment Portfolio Services
Every company has a plan. Most don't have anyone watching it.

Managed portfolio oversight for unlisted investment managers, from deal close to exit.

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Our team has worked across
IFC

Monitoring & Advisory
J.P. Morgan

Analysis
United Nations

Monitoring & Advisory
MF Jebsen

Monitoring & ESG Reporting
National Treasury

Monitoring & Advisory
Bopa Moruo

Monitoring
Deloitte

Advisory
Portfolio Monitoring

Performance vs. plan, KPI discipline, thesis compliance, and board information rights.
Value Creation

VCP execution tracking across revenue growth, EBITDA improvement, bolt-ons, and strategic milestones.
Company Exit Readiness

Structured scoring across operational, financial, governance, and commercial exit indicators.
LP & IC Reporting

LP packs on demand, and IC-ready company briefs.
Portfolio
8+
Equity structure types covered, from direct to secondary positions
12
Performance dimensions tracked per portfolio company per cycle
Monthly
Oversight rhythm delivered to your team, aligned to your calendar
4-step
Diagnostic process — begin with a two-to-five company cohort
The oversight gap
Portfolio oversight is a distinct discipline.
Most private equity funds do not have a dedicated function for it.
01 — Bandwidth
Deal teams run the portfolio between transactions
The people who sourced and closed your investments are also responsible for monitoring them — while also running new deals, managing LP relationships, and sitting on boards. Consistent portfolio oversight requires a separate, dedicated layer. Most funds do not have one.
02 — Thesis drift
Entry assumptions are rarely tested against current reality
Investment theses are written carefully at entry and reviewed formally at exit. Between those two points, budget assumptions erode, growth markets shift, and management teams change — without structured tracking. Catching that divergence in year two requires a dedicated review layer.
03 — Exit pressure
Exit preparation should begin at least eighteen months out
Financial quality of earnings, management depth, customer concentration, EBITDA normalization, governance documentation — the work that supports a clean sale process takes time to build. Funds that start this work late leave value on the table and give buyers leverage in due diligence.
"Portfolio awareness and portfolio oversight are different things. Oversight is structured, consistent, and evidence-based — and it requires a dedicated function to deliver it reliably."
The service
A managed oversight function. Built around your portfolio and your fund cycle.

We run the control layer that sits between your deal team and your portfolio companies — providing the structured performance tracking, value creation monitoring, and exit preparation that a fund needs but cannot reliably deliver internally.

01
Portfolio Monitoring

Performance vs. plan, KPI discipline, thesis compliance, and board information rights — every cycle.
02
Value Creation Tracking

VCP execution tracking across revenue growth, EBITDA improvement, bolt-ons, and strategic milestones.
03
Exit Readiness Scoring

Structured scoring across operational, financial, governance, and commercial exit indicators — updated each cycle.
04
LP & IC Reporting

LP packs on demand, IC-ready company briefs, and IPEV-aligned fair value evidence — every cycle.
Start with a portfolio diagnostic.

Select two to five portfolio companies. We prepare the first performance and oversight view. You assess the quality before any further commitment.

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