Motive Partners Turns to Maestro for Structured, Data-Powered Value Creation Framework [Case Study]
Motive Partners, a private equity firm focused on technology-enabled companies in the financial services sector, wasn’t actively looking to incorporate a new software platform into their portfolio operations at a significant scale. However, in late 2022, Motive began to familiarize itself with Maestro and consider how it could help uplevel the firm’s approach to value creation.
Today, Maestro brings together quantitative and qualitative governance into a single platform and strategic framework. The value creation management platform acts as the transformation source of truth across all levels of the organization, and continues to play a growing role in Motive’s portfolio operations performance…
In Search of a Formalized, Structured Approach to Value Creation
Before implementing Maestro, Motive was using a variety of portfolio management solutions combined with PowerPoint and Excel for portfolio monitoring, value creation planning, project execution, and reporting. Motive turned to Maestro for a framework that would provide teams with the ability to monitor the status of initiatives, ensure resources are allocated appropriately, and collaborate with all stakeholders to keep plans on track.
After a short pilot, in 2023 Motive teams started using the platform extensively to:
- Create detailed value creation plans
- Monitor the status of initiatives in real-time
- Capture execution level detail and corresponding KPIs
- Ensure all reporting was kept up to date.
Today, incoming investments are on-boarded onto the platform in predetermined frameworks based on deal control and size.
Maestro’s analytics capabilities have helped Motive contextualize the performance of KPIs. Information can be accessed and consumed without having to cobble data from disparate spreadsheets and PowerPoint presentations.
– Principal, Portfolio Strategy & Transformation, Motive Partners
Download the full Client Story
From its first fund to the next, Motive has adopted an increasingly more active posture in working across its portfolio to execute value creation strategies. Learn more about Maestro’s role in enabling the firm to:
- Drive consistency from VCP to execution detail across the portfolio, with customized goal-oriented frameworks.
- Centralize and link qualitative and quantitative data sources in a unified, easily accessible environment.
- Capture, monitor and contextualize performance with advanced analytics across the portfolio.
You can download the Motive Partners case study in full here.
