A Portfolio Governance System collects, transforms, and presents key results in each company held in a portfolio.
Our first implementation of a Portfolio Governance System was at Assembled Brands.
How Portfolio Governance Systems Work:
- Create a simple deck template
- Start with Singularity Group and Resonant Technologies Group
- Form a list of companies
- Form a list of investors
- Form a list of investments
- Create Integrated Financial Model (IFM) including a cap table
- From the IFMs create a financially driven 1 pager
- Include 6 rolling quarters and the last 3 years
- Report on the schedule of major liabilities and equity holders
- Present a Summary Cap Table
- Outline Milestones & Objectives
- Predict the number of months of Runway Remaining
- Reconcile the cap tables and balance sheet transactions to the holding company
- Build an automated way to do this with the data from Big Query
A Portfolio Governance System collects, transforms, and presents key results in each company held in a portfolio.
Our first implementation of a Portfolio Governance System was at Assembled Brands.
How Portfolio Governance Systems Work:
- Create a simple deck template
- Start with Singularity Group and Resonant Technologies Group
- Form a list of companies
- Form a list of investors
- Form a list of investments
- Create Integrated Financial Model (IFM) including a cap table
- From the IFMs create a financially driven 1 pager
- Include 6 rolling quarters and the last 3 years
- Report on the schedule of major liabilities and equity holders
- Present a Summary Cap Table
- Outline Milestones & Objectives
- Predict the number of months of Runway Remaining
- Reconcile the cap tables and balance sheet transactions to the holding company
- Build an automated way to do this with the data from Big Query
The Systems
