Portfolio Consulting and Reporting

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Portfolio Consulting

It is imperative for Private equity (PE) firms to enhance the value of their portfolio companies through strategic, operational, and financial improvements. At Fuld, our consultants work synchronously with portfolio companies, stepping in with operational guidance backed by strategic sector research, functional analytics and industry best practices. We tailor our inputs dynamically to drive operational caliber and future growth for portfolio companies, ultimately leading to rewarding exit returns for PE firms.

Our services include:

Strategic Research Support	Analytics	Add-on and Exit Support
Sales enablement Growth strategy Market entry and expansion Product and customer strategy Supply chain optimization Market risk mitigation Competitive intelligence and benchmarking Strategic partner identification Market research and NPS	Sales and demand analytics Pricing analytics Customer analytics Acquisition and campaign analytics Supply chain analytics HR analytics Social media analytics	Add-on and exit strategy development Returns analysis IPO support Identifying potential buyers/investors Developing marketing materials

Reporting/Dashboarding and Corporate Finance

Transparency and detailed monitoring has become necessary to drive operational efficiency, strategic planning and instill investor confidence. Our comprehensive reporting and dashboard services help PE firms track portfolio performance in detail, paving the path for informed data-driven decisions and increased credibility among investors.

Our services include:

Reporting and Dashboard	Corporate Finance
Preparing board materials Quarterly portfolio valuation and reporting Data visualization using KPI dashboards Reporting and automation (Excel-VBA-Macros) Data cleansing and structuring Predictive modeling	Periodic performance and financial reporting Variance analysis Maintain operational models Capital structure analysis Financial planning and analysis Model audits and validation

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Case Study

Automated portfolio tracker boosts efficiency and transparency for private equity firm

Objective A private equity firm specializing in health-tech investments needed a comprehensive portfolio tracker to analyze key performance metrics over

How a global metal manufacturer identified new markets and boosted revenue by 25%

A multinational European metals and renewable energy company wanted to expand into new markets, particularly in the wind energy sector.

Estimating Addressable Market, Developing GTM Strategy, and Designing Sales Territories

The B2B segment of a global video conferencing solutions company historically saw double-digit growth. However, as its market penetration stabilized,

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Portfolio Consulting and Reporting