Get in Touch
Start with a portfolio diagnostic.

You choose two to five portfolio companies. We work from the information that already exists — IC papers, board packs, financial statements, management KPI reports — and deliver the first performance, thesis, and oversight view. You assess the quality before deciding whether to continue.

What happens next
2–5
Portfolio companies in the diagnostic
4
Steps from first call to first output
0
Commitment required beyond the first review
12
Performance dimensions tracked per company
A direct conversation about your portfolio
We begin by understanding your fund — portfolio size, capital type, current monitoring approach, and where the oversight gaps are most acute.
We work from what you already have
IC papers, board packs, management accounts, KPI reports. No new data infrastructure required before we start the diagnostic.
Real analyst work on your actual portfolio
You see the quality of the first monitoring output before making any decision to continue. No proposal stage, no lock-in.
Johannesburg, South Africa — advisory@basispartners.co.za
What to expect
A direct conversation about what you need to see across your portfolio.

We begin by understanding your fund — portfolio size, capital type, current monitoring approach, and where the oversight gaps are most acute. We are direct about whether we can help and what the diagnostic would cover.

We work from the information you already have. You see analyst work on your actual portfolio companies before making any commitment to continue.

Johannesburg, South Africa — advisory@basispartners.co.za
What we cover
The questions we will work through together.
01
Your portfolio and the oversight challenge
How many portfolio companies you have, what type of capital is deployed, what monitoring is currently in place, and where the most significant oversight gaps sit across the book — the companies that are under-watched, approaching exit, or diverging from thesis.
02
What the diagnostic would cover
Which companies, what information exists, what the first performance and oversight view would include, and how it would be structured — so you know exactly what you will receive before we begin.
03
Whether the service is the right fit
We will tell you directly whether the managed oversight model fits your portfolio and team structure. If it does not, we will say so. We do not propose engagements that will not add value — the diagnostic is how both parties assess the fit before committing to anything further.
04
The path from diagnostic to ongoing service
If the diagnostic output is useful, we discuss what an ongoing managed service would look like — frequency, scope, integration with your reporting calendar, and what the team arrangement would be between our analysts and your deal team.
The service
The service works as an integrated function — or by module.

Most funds find that more than one element of the service is relevant — monitoring, value creation tracking, exit readiness, and LP reporting are designed to work together as an integrated oversight function. But we also run them independently where a fund already has part of the infrastructure in place.

Portfolio Monitoring — monthly performance and oversight Value Creation Tracking — VCP execution monitoring Exit Readiness Scoring — structured preparation before the process LP & IC Reporting — quarterly packs and IPEV evidence