Problems surface a year late
Leadership and integration problems usually reach the board pack long after they started, when the options are fewer and more expensive.
Private Capital
Private equity and private capital firms that need to see how their portfolio companies are really performing, from the first 100 days to exit.
Where value creation plans succeed or fail
Value creation plans depend on leadership teams, integrations and client relationships that the monthly reporting pack does not show.
Illustrative example
A $500M acquisition. A leadership problem found a year late can wipe $25M–$50M off enterprise value of a portfolio company.
Every portfolio company reports differently
Owners need to compare businesses on the same basis, not only on what each management team chooses to report.
The first 100 days decide most of it
Whether the combined teams are working together is set early, and it is rarely measured.
Where enterprise value is won or lost
Post-acquisition integration
See whether the combined leadership and teams are working together in the first 100 days, not a year later.
Portfolio view
Read every portfolio company the same way, with earnings at risk against the value creation plan.
Leadership risk
See where leadership teams are under strain or losing alignment, at group level, before it shows in results.
Client relationship risk
See which major client relationships in each business are weakening, and why.
Value creation tracking
Track initiatives against how each business is actually working, not only against the plan.
See it working
Twelve portfolio companies read the same way, with earnings at risk against the value creation plan. The organizations are invented and every figure is generated data.
Open the demo
What the first 90 days look like. One relationship, business or program that matters, inside your own environment, with a result you can check at day 90.
Start with one portfolio company or acquisition
One business or deal the investment team already cares about. Set up around it, with no platform rollout.You see the context before you act on it
The first output is a reading of how the organization is working, to test against what you already know.Group level, enforced in software
Never individuals, never a group under five. The rule applies to agents exactly as it does to screens.Runs where your data already is
Deployed in your own environment. Your data stays yours.Your team runs it
Afinico installs and configures it. Your own people run it.