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Private Equity

Twelve KPIs on one definition, from every portfolio company

4 of 14 portfolio companies calculated gross margin differently.

4 of 14

portfolio companies

calculated gross margin differently
12

KPIs

on one definition
Day 8

working day

one format for all
The company
14portfolio companies
PEportfolio
12KPIs
Working day 8delivery
01

Challenge

Every month the fund received KPIs from 14 portfolio companies, in 14 formats and with different definitions.

Comparing across the portfolio was hardly possible. Nobody knew exactly which costs each company included in gross margin.

02

Solution with Arc

Arc reads the postings of every portfolio company and calculates twelve KPIs on one shared definition.

From working day eight, all figures are available in the same format, with the derivation per company.

03

Result

The first check showed: 4 of 14 portfolio companies calculated gross margin differently.

Today the fund compares twelve KPIs on one definition, from every company, from working day eight.

How it runs with Arc

SourcePostings of all 14 companies
DefinitionTwelve KPIs, one logic
FormatOne pack from working day eight
RecipientsFund and portfolio management

Your ERP has the data.
Arc does the work.

Live in 24 hours. Read-only access at the source, hosted in Germany, GDPR-compliant.

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