Portfolio Analytics – set a new standard of excellence for your portfolio

Portfolio Analytics – set a new standard of excellence for your portfolio

Portfolio Analytics – set a new standard of excellence for your portfolio

Platform update

Platform update

27 Jun 2024

27 Jun 2024

BoardClic’s latest addition to our product range is Portfolio Analytics, specifically designed for private equity, investment companies, funds, holding structures, multi-entity organisations and other active owners. Use it to seamlessly conduct objective and data-driven board, CEO and management team reviews across your entire portfolio.

BoardClic’s latest addition to our product range is Portfolio Analytics, specifically designed for private equity, investment companies, funds, holding structures, multi-entity organisations and other active owners. Use it to seamlessly conduct objective and data-driven board, CEO and management team reviews across your entire portfolio.

In today's rapidly evolving business landscape, managing a diverse portfolio of companies with separate boards, CEOs and management teams is no small feat. It requires a keen eye for detail and a strategic approach. BoardClic’s Portfolio Analytics is here to make this task more manageable. It provides an effective overview of the performance across your entire portfolio, equipping you with comparative insights that enable confident and effective decision-making.

Gain deeper comparative insights

This product is your gateway to a deeper understanding of each BoardClic evaluation conducted across your portfolio. Assess the overall performance and compare the results between your portfolio companies through the lens of BoardClic’s unrivalled benchmarks and indexes. 

Adopt as an early warning system

Dissect your latest evaluation key findings and gain valuable insights into individual portfolio companies’ strengths and areas for potential enhancement. Moreover, by breaking down the evaluation into specific sections such as value creation, chair feedback, strategy and board composition, you will get a comprehensive overview of strengths and weaknesses within your portfolio. Use it to enable proactive intervention by identifying misalignments and potential issues before they escalate.

Set portfolio-specific benchmarks

Setting benchmarks is a cornerstone of progress. With this feature, you can compare your portfolio’s performance against your own standards as well as its industry peers over time. This not only provides a clear snapshot of your current standing but also serves as a foundation for setting achievable goals.

Enable informed decision-making

Identifying and prioritising key objectives is vital for making data-driven decisions. Portfolio Analytics enables you to easily assess the performance of your top priorities. By delving into the results, you will address critical areas, drive change where it matters and facilitate strategy implementation across your portfolio.

Read more about how FSN Capital is harnessing the power of our Portfolio Analytics to promote growth, integrity and people.

Need more info? No problem, our experts are ready to talk to you whenever you are.

Try our demo
Experience our platform in action with a demo version of BoardClic Board Evaluation