{"id":25425,"date":"2025-02-20T11:39:49","date_gmt":"2025-02-20T11:39:49","guid":{"rendered":"https:\/\/www.board.com\/marketplace\/integrated-portfolio-steering-private-equity-investors\/"},"modified":"2025-04-08T08:46:03","modified_gmt":"2025-04-08T08:46:03","slug":"integrated-portfolio-steering-private-equity-investors","status":"publish","type":"solution","link":"https:\/\/www.board.com\/solutions-showcase\/integrated-portfolio-steering-private-equity-investors","title":{"rendered":"Integrated portfolio steering for private equity investors"},"content":{"rendered":"\t\t<section id=\"block_ffd05b8f3f105120c956f33229d03aa9-\" class=\"block block--spc columns-block block-hero-solutions grid grid--2 bg-light-blue-50\">\n\t\t\t<div class=\"breadcrumb-bar bg-brand-pearl\">\n\t\t\t\t<div class=\"container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<ul class=\"d-flex flex-wrap list-unstyled mb-0 breadcrumbs\">\n\t\t\t\t\t\t\t\t<li class=\"mb-0 d-flex\"><span><span><a href=\"https:\/\/www.board.com\/\">Home<\/a><\/span><\/span><\/li>\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t<div class=\"column-content d-flex align-items-center\">\n\t\t\t\t\t\t<div class=\"hero-grad-left\">\n\t\t\t\t\t\t\t<div class=\"hero-grad-copy\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>A solution by TRANSFORM 8<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h1 class=\"display-2\">Integrated portfolio steering for private equity investors<\/h1>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"hero-grad-nav\">\n\t\t\t\t\t\t\t\t<a data-scroll-to=\".block-text-form\" href=\"#\" class=\"btn-link btn-link--blue mt-3\">\n\t\t\t\t\t\t\t\t\t<span>Talk to an expert<\/span>\n\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"column-content text-start align-self-start\">\n\t\t\t\t\t\t<div class=\"hero-grad-right\">\n\t\t\t\t\t\t\t<img decoding=\"async\" class=\"hero-bubbles-bg\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/provisional\/bubbles.svg\" alt=\"Background image of bubbles in a variety of colours\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"hero-solutions__logo\" href=\"https:\/\/www.board.com\/partner\/transform-8\">\n\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/logo_4.png\" alt=\"\"\/>\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\n\n\t<section id=\"block_885e6406d1c5d73ad06f9a061f353053-1\" class=\"block block--spc columns-block \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_328bff12e1511cbfcd7e7f1a12b06426\" class=\"column-content   text-start align-self-start\">\n\t\t\n\n<p><strong>Why the need for the solution?<\/strong><\/p>\n\n\n\n<p>During the investment cycle private equity investors often face challenges to have all data relevant for making an informed investment decision at hand. The main challenges here are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dynamic and short decision frames<\/li>\n\n\n\n<li>Heterogenous and clustered information systems<\/li>\n\n\n\n<li>Manual data consolidation effort<\/li>\n<\/ul>\n\n\n\n<p><strong>What are the main benefits of using the solution?<\/strong><\/p>\n\n\n\n<p>The solution helps to not only integrate a top-level investment planning with an operational planning but to shape an investment planning process alongside. Main benefits are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>User friendly portfolio management<\/li>\n\n\n\n<li>Integration of investment and operational planning<\/li>\n\n\n\n<li>Versioning and simulation of investment plans<\/li>\n\n\n\n<li>Integrated process management<\/li>\n\n\n\n<li>Restructuring measure management<\/li>\n\n\n\n<li>Self-service Reporting<\/li>\n<\/ul>\n\n\n\n<p><strong>Examples of how the solution can help you throughout the investment cycle:<\/strong><\/p>\n\n\n\n<p><strong>Buy phase:<\/strong><\/p>\n\n\n\n<p>The buy phase is affected by the need to quickly consolidate data from various sources and make an informed investment decision. Here the solution helps by offering easy-to-use versioning and simulation features for long-term investment planning. What-if scenarios can be calculated quickly, taking into account various internal and external drivers. Once the buy phase is concluded, simulations are initialized as PE plans.<\/p>\n\n\n\n<p><strong>&nbsp;Hold phase:<\/strong><\/p>\n\n\n\n<p>During the hold phase the solution helps to frame the ongoing interaction between the private equity investor and the invested-in companies, wherein dynamic plan adjustments and tracking of restructuring measure packages figure prominently. Here readily available workflow and commenting features as well as bottom-up integration of measure and operational planning into the top-level investment tracking offers the greatest benefit.<\/p>\n\n\n\n<p><strong>Sell phase:<\/strong><\/p>\n\n\n\n<p>Using the tool over the complete investment cycle enables a validated and consolidated single source of truth. In the sell phase a multitude of ad-hoc and self-service reporting options can be used to speed up the selling process and have all relevant data quickly available.<\/p>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_dcc7cfec783c1c8632d9ea72021b47ec-2\" class=\"block block--spc image-gallery\">\n\t\t<div class=\"container\">\n\n\t\t\t\n\t\t\t\t<div class=\"swiper gallery-main\">\n\t\t\t\t\t<div class=\"swiper-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_2_0.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Simulation of investment planning<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_3_0.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Top-down planning during hold phase<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_4_0.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Highly flexible measure package planning<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_5_0.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Swift integration of operational planning<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_6.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Easy to use self-service reporting<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t<div class=\"swiper gallery-thumbs\">\n\t\t\t\t\t<div class=\"swiper-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_2_0-480x250.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_3_0-480x226.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_4_0-480x230.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_5_0-480x185.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/img_6-480x229.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div class=\"swiper-controls\">\n\t\t\t\t\t\t<div class=\"swiper-buttons\">\n\t\t\t\t\t\t\t<button class=\"gallery-thumbs-prev swiper-arrow swiper-arrow--prev\">\n\t\t\t\t\t\t\t\t<span class=\"visually-hidden\">Previous Slide<\/span>\n\t\t\t\t\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t\t<\/button>\n\n\t\t\t\t\t\t\t<button class=\"gallery-thumbs-next swiper-arrow swiper-arrow--next\">\n\t\t\t\t\t\t\t\t<span class=\"visually-hidden\">Next Slide<\/span>\n\t\t\t\t\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t\t<\/button>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\t<\/section>\n\t\n\n\t<section id=\"block_ac52c475d992cd3fbd49c56b19281e19-3\" class=\"block block--spc columns-block block-text-form bg-web-gradient-light\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div class=\"column-content \">\n\t\t\n\n<h3 class=\"wp-block-heading\" style=\"font-size:clamp(27.894px, 1.743rem + ((1vw - 3.2px) * 1.571), 48px);font-weight:900\">Want to see this solution in action?<\/h3>\n\n\n\n<p>Complete the form and our specialists will be in touch.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t<div class=\"column-content container \">\n\t\t\n\n\n<div style=\"position: relative; z-index: 0;\" class=\"wp-block-boardflow-marketo-board-marketo-form\">\n\n      <div class=\"form-wrapper\">\n    \n    <div class=\"form-renderer-wrapper\">\n\n      \n        \n        <div class=\"mktoForm\" aria-disabled=\"true\" data-init=\"marketo-form\" data-marketo=\"4093\" data-success-label=\"Thank you\" data-success-detail-label=\"A member of the team will reach out soon\" data-tracking-category=\"demo-request\" data-additional-params=\"freefield2: 25425|formType:demo-request\" data-submit-loading-label=\"Just a moment...\" data-on-variant-reset-load=\"boardflow_marketo_form_on_variant_reset_load\">\n          <div class=\"mktoFormRow\">\n            <div class=\"mktoFieldDescriptor mktoFormCol\">\n\t<div class=\"mktoOffset\"><\/div>\n\t<div class=\"mktoFieldWrap\">\n\t\t<div class=\"mktoLabel mktoHasWidth\">\n\t\t\t&nbsp;\n\t\t<\/div>\n\t\t<div class=\"mktoGutter mktoHasWidth\"><\/div>\n\t\t<div class=\"mktoField placeholder-wave\">\n\t\t\t<div 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class=\"mktoOffset\"><\/div>\n              <div class=\"mktoFieldWrap mktoRequiredField placeholder-wave\">\n                <span class=\"placeholder w-75\">&nbsp;<\/span>\n                <div class=\"mktoGutter mktoHasWidth\"><\/div>\n                <div class=\"mktoClear\"><\/div>\n              <\/div>\n              <div class=\"mktoClear\"><\/div>\n            <\/div>\n\n          <\/div>\n\n          <div class=\"mktoButtonRow\">\n            <span class=\"mktoButtonWrap mktoSimple placeholder-wave\">\n              <button disabled type=\"submit\" class=\"mktoButton placeholder rounded-pill bg-blue\">&nbsp;<\/button>\n            <\/span>\n          <\/div>\n        <\/div>\n\n          <\/div>\n\n        <\/div>\n  <\/div>\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_ddcce3fb094e013c55a811b61c51ec80-4\" class=\"block block--spc columns-block block-title-template bg-neutral-50 block-title-solution\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t<div class=\"column-content text-start align-self-start\">\n\t\t\t\t\t\t\t\t\t\t\n\n<h2 class=\"wp-block-heading has-text-align-center visual-h2\">Other solutions<\/h2>\n\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_b1de90922ad0f75a14653209139b4b38-5\" class=\"block block--spc marketplace-feed columns-block grid grid--3 spacing-md pt-0 bg-neutral-50\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\n\t\t<article class=\"card card--marketplace\">\n\t\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/logo_bdg_black.svg\" alt=\"Better Decisions Group company logo\" loading=\"lazy\" class=\"card-partner-logo\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t<h2 class=\"card-title\">Integrated Workforce Planning and People Insights<\/h2>\n\t\t\t<a aria-label=\"Explore the solution\" href=\"https:\/\/www.board.com\/solutions-showcase\/integrated-workforce-planning-and-people-insights\" class=\"full-link full-link__marketplace\"><\/a>\n\n\t\t\t<a href=\"https:\/\/www.board.com\/solutions-showcase\/integrated-workforce-planning-and-people-insights\" class=\"btn-link btn-link--primary btn-link--arrow\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/icons\/lightbulb.svg\" alt=\"\" height=\"22\" width=\"22\">\n\t\t\t\t<span>Explore the solution<\/span>\n\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t<\/a>\n\t\t<\/div>\n\t<\/article>\n\n\t\t<article class=\"card card--marketplace\">\n\t\t\t\t\t<div class=\"ratio ratio-16x9\">\n\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/capture_3.png\" alt=\"\" loading=\"lazy\" class=\"card-partner-logo\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t<h2 class=\"card-title\">Manufacturing and Distribution Planning<\/h2>\n\t\t\t<a aria-label=\"Explore the solution\" href=\"https:\/\/www.board.com\/solutions-showcase\/manufacturing-distribution-planning\" class=\"full-link full-link__marketplace\"><\/a>\n\n\t\t\t<a href=\"https:\/\/www.board.com\/solutions-showcase\/manufacturing-distribution-planning\" class=\"btn-link btn-link--primary btn-link--arrow\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/icons\/lightbulb.svg\" alt=\"\" height=\"22\" width=\"22\">\n\t\t\t\t<span>Explore the solution<\/span>\n\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t<\/a>\n\t\t<\/div>\n\t<\/article>\n\n\t\t<article class=\"card 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