Private equity analytics solution

Private equity analytics solution

Our private equity analytics platform

[Upbeat background music begins playing. A video of two business professionals who appear to be stressed begins to play.]

Narrator: Investment evaluation and reporting is time consuming and complex.

[When the narrator says, “time consuming and complex,” two grey text boxes appear with white letters and the words TIME CONSUMING and COMPLEX in the middle of the screen.]

[The video transitions to an image of a laptop computer on a desk. A notepad, white headphones, and a blue mug are also on the desk. In the background are a lamp and a tall plant. The laptop is open and the screen displays a spreadsheet. An animated image of a lock appears over top of the screen.]

Narrator: Data is often locked in silos and the manual reporting process introduces errors.

[The video transitions to a clock on a wall with animation of data appearing over the clock face.]

Narrator: Managing all this data can be a struggle and prevents timely decision-making.

[Video of a person’s fingers pointing at different bar graphs on a sheet of paper are now shown on the clock face.]

Narrator: You need reliable real-time data to monitor asset performance, which can give you more time to add value to the businesses you own.

[When the narrator says, “reliable real-time data,” the words RELIABLE REAL-TIME DATA in a text box appear at the top of the screen. The text box disappears, and the clock face returns to normal. Then, video of a group of business professionals appears on the clock face. The video then takes up the entire screen. The video transitions to a man in business attire sitting at a desk in an open office setting. He’s typing on a keyboard and a variety of charts are displayed on his monitor.]

Narrator: Our Private Equity Analytics solution can help automate processes and ensure your data is both reliable and accurate.

[When the narrator says, “both reliable and accurate,” the words RELIABLE and ACCURATE appear in two different text boxes in the middle of the screen. The video transitions to a meeting in an office. One person is standing up next to a monitor while two others are sitting down and listening to his presentation. The monitor displays an image of BDO’s private equity platform.]

Narrator: We assess the current state of your reporting and data processes and build a customized solution to meet your firm’s requirements.

[The video transitions to an image of a sample portfolio with various doughnut charts showing fund level allocation and breakdown by portfolio, industry, geography, strategy, and status.]

Narrator: Our Private Equity Analytics platform will give you up-to-date information on all your assets in one place.

[When the narrator says, “up to date information on all your assets,” the words UP TO DATE INFORMATION ON ALL OF YOUR ASSETS appear in a text box in the middle of the screen before disappearing.]

[The video zooms into one of the doughnut charts and transitions to an example of the data available for a portfolio company. Valuation numbers, charts, and other data are displayed.]

Narrator: Once you’re on the platform, you can access financial and operational KPIs by investment, fund, investor, industry, and location.

[When the narrator says “investment,” the word INVESTMENT appears in a text box at the top of the screen. When the narrator says “fund,” the screen transitions to a different screenshot featuring valuation numbers and doughnut charts and the word FUND appears in a text box below the first text box. When the narrator says “investor,” a different screenshot appears featuring numbers and various charts and the word INVESTOR appears in a text box below the second text box. When the narrator says “industry,” a different screenshot appears featuring various charts and the word INDUSTRY appears in a text box below the third text box. When the narrator says “location,” a new screenshot appears featuring a map and various charts and the word LOCATION appears in a text box below the fourth text box.]

[The video transitions to an office setting, focused on two people sitting at a table looking back and having a conversation with a colleague standing behind them.]

Narrator: This means you can leverage the platform’s full capabilities and insights for driving performance improvement, management reporting, executive and investor reporting, fundraising, and automating recurring manual tasks.

[When the narrator says, “driving performance improvement,” the words DRIVING PERFORMANCE IMPROVEMENT appear in a text box in the middle of the screen. At the same time, a red stripe on the right appears, with a white icon showing a businessperson. Four black icons displaying an organizational chart, a dollar sign, a person using a computer and a gear with two arrows around it appear on the stripe below the white icon.]

[The video transitions to one with a group of workers in a meeting room looking at a large white board. When the narrator says “management reporting,” the words MANGEMENT REPORTING appear in a text box in the middle of the screen. On the red stripe, the icon of an organizational chart turns white from black.]

[The video transitions to an office worker sitting at their desk speaking to someone standing with a city skyline in the background. When the narrator says “executive and investor reporting,” the words EXECUTIVE AND INVESTOR REPORTING appear in a text box in the middle of the screen. On the red stripe, the icon of a dollar sign turns white from black.]

[The video transitions to an office meeting room with workers looking at a large monitor. When the narrator says “fundraising,” the word FUNDRAISING appears in a text box in the middle of the screen. On the red stripe, the icon showing a person using a computer turns white from black.]

[The video transitions to lines of code. When the narrator says “automating recurring manual tasks,” the word AUTOMATION in a text box appears in the middle of the screen. On the right, an icon with a gear and two arrows around it turns white from black.]

Narrator: All of these features revolve around your business needs, which are provided by experienced data technologists and investment professionals who understand your needs.

[The video transitions to a record player playing a record with the five icons from earlier on it. Partway through the video, a video of someone typing on a keyboard appears over where the label on the record would be.]

[The video transitions to two office workers having a conversation while sitting at a table with a laptop in front of them.]

Narrator: This cloud-based platform is Excel friendly and easily scalable. It’s also designed to be AI ready.

[When the narrator says “Excel friendly,” the video transitions to a monitor showing a spreadsheet.]

[The video transitions to a group of diverse office workers in a meeting room. One is standing next to a monitor while the other three are sitting and looking at him.]

Narrator: Private equity firms across Canada are pleased with our solution. Test it out for yourself.

[The video transitions to a grey screen with white text that says BOOK A DEMO NOW! Below that is the website address, bdo.ca/pe-analytics.]

[The video transitions to an image of BDO’s logo.]

[Music stops.]

Roshan

Roshan David

Partner, Applied Analytics - BDO Canada
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