Baxon PMS offers a fresh perspective
for sophisticated medium and large Private
Equity Firms wishing to complement their existing
system infrastructure with an online solution
that allows them to understand what is really
happening in their portfolio companies in
real time.
“Baxon
PE is a software vendor
that has a unique offering
for PE houses…”
4vco
– IT consulting firm
for the Private Equity industry
PE firms typically receive
reports in different formats and structure from their portfolio companies.
Most PE firms then
re-key the data in other spreadsheets
to develop a number of portfolio monitoring
reports. This is a fine starting point,
but eventually PE firms realize that
monitoring what is going on in their
investments based on a number of increasingly
complicated spreadsheets is substantially
precarious, and has the following problems
and limitations:
Labour
intensive: Re-keying
is very time-consuming and leads
to errors.
No
economies of scale:
each additional company adds proportionately
more work.
No
traceability:
changes of data cannot be traced
and audited.
Limited
usability: hard
to identify trends, highlight
deviations, compare different
time series, use different accumulations
(YTD, LTM, QTR), rank performers,
etc.
Baxon
PMS is a system with the flexibility
of a spreadsheet and the robustness
and functionalities of a web based
solution.
Baxon PMS
enhances one of the core strategic capabilities
of a Private Equity Firm (PEF), its ability
to work together with the management teams
of portfolio companies in creating value for
their firms. Baxon PMS provides a web based
value added communication platform between
portfolio companies and the PEF, and among
partners, directors and the back office team.
Lets see how it works…
Portfolio companies update the system
with their financial information and comments using
their existing Excel spreadsheets or web forms through
a flexible one-click interface. The information
is then stored in a central database. GP users access
online dashboards and reports with key indicators,
graphs, traffic lights and alerts, from anywhere,
at anytime.
With the implementation
of Baxon PMS everybody wins.
Portfolio Managers, Partners
and
Investment Managers
access comprehensive, intuitive and
updated information about the companies
they monitor in real time.
Back
office teams and fund
administrators save significant time
in the gathering-formatting process,
and...
Portfolio
company CFOs do not
have to change their existing reporting
job.
If you want to learn more
about Baxon PMS, please click
here
