Private equity firms collect copious amounts of data to track value creation activity and gauge progress against growth plans. There’s certainly no shortage of KPIs and metrics to collect.

Capturing data is one thing. Analyzing, visualizing, actionizing, and leveraging the insights within is another challenge altogether. 

Maestro’s embedded business intelligence and reporting capabilities help private equity operating partners, portfolio company management, and all those involved in executing the value creation plan visualize and derive value from captured data.  

Generalist operating partners, deal teams, functional specialists, and experts can leverage Maestro’s embedded analytics capabilities in different ways as they go about their respective days meeting with colleagues, partners, counterparts, and stakeholders. Here are some of the most common uses and applications:

Tracking EBITDA Impact:
Operating partners engaging in weekly, monthly, or quarterly conversations with senior partners or portfolio company management are constantly asked to demonstrate the impact of specific objectives on EBITDA, identify the activities moving needles, and reveal where gaps exist within a company’s strategic plan. With Maestro’s embedded reporting capabilities, conversations have become more collaborative with all participants now able to see how specific projects at individual portfolio companies are driving desired growth outcomes.

Optimizing Resource Allocation:
Gaining a clearer view of the impact against EBITDA also enables internal PE teams to better assess the allocation of resources and identify where adjustments are needed. In these same conversations, teams are utilizing Maestro to see where specialists are spending time and ensure they are assigned to the higher-leverage projects having the greatest impact on value creation. Teams are also able to more easily identify where changes may be necessary to meet capacity demands, fill gaps, and ensure that precious time is being allocated appropriately across various value creation initiatives.

Visibility into Portfolio Company Financial Health:
Accessing a real-time snapshot of a portfolio company’s finances is necessary for substantive and productive interactions between deal teams, finance teams, and others within the office of the CFO. Sponsors are using data housed in Maestro to generate detailed analytics showcasing top-line growth, availability and usage of cash, liquidity, the status of budgets and forecasts against targets, monthly or yearly comparisons, and a range of additional roll-up calculations that produce a complete and up-to-date picture of each portfolio company’s overall financial health.

Data-Driven Approach to Assessing Talent and Performance:
Operating partners responsible for talent and human resource management use Maestro to conduct quantifiable and objective portfolio-wide talent assessments with reports that showcase connections and correlations between performance and the bottom line. By overlaying KPI metrics, partners are reviewing performance and compensation levels relative to company growth and valuation and have a clearer view as to whether a particular executive has been instrumental in driving performance. Maestro users are also able to look broadly across the portfolio at executives in comparable positions to identify where performance may be lacking and gauge whether existing compensation levels are appropriate and justified.

Capturing ESG Insights:
As ESG continues to emerge as an important lever for value creation and growth, operating partners responsible for monitoring, gauging, and measuring ESG commitments and impact are using Maestro to visualize the results of regular PortCo surveys that capture broader metrics and ESG maturity across the portfolio. Reports generated by Maestro’s embedded capabilities are powering more productive discussions among partners and senior managers eager to increase and uplevel the firm’s commitment to ESG. 

While these are some of the typical examples of how PE sponsors and portfolio company teams are deploying Maestro’s embedded business intelligence and reporting capabilities, any data housed within the Maestro platform can be used to build reports that track impact, gauge progress, understand attribution, solve problems, and effectively reveal the up-to-the-moment state of the value creation journey. Maestro’s team of data analysts provides customized data modeling services, combining datasets to generate reports with any level of desired detail and granularity. 

Click here to learn more about Maestro’s embedded analytics and reporting capabilities.