kvp financial services-venture capital-proposition

5

Click here to load reader

Upload: harshakumari

Post on 21-Jan-2018

419 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Kvp financial services-venture capital-proposition

Cloud solution for improving deals, effective

fund raising and portfolio management for

venture capital

Harsha Kumari

Associate consultant – Financial services

KVP Business Solutions

[email protected]

www.kvpcorp.com

Page 2: Kvp financial services-venture capital-proposition

KVP’s proposition for venture capital

2

Manage fund raising

pipeline and LP

relationships

Drive efficiency, speed

and accuracy across

deal evaluation process

Manage and analyze

portfolio companies

Drive efficiency at work

place with effective work

flow and task

management

KVP offers cloud based application* for managing

complete business cycle for venture capital firms

* KVP has build the system for venture capital industry on Salesforce.com platform

Focus of VC application

Page 3: Kvp financial services-venture capital-proposition

Benefits : Collaborate to grow

3

Improve investment efficiency

Visibility across

business process

Collaboration and share –right info to right person

Reporting and business triggers

Access -Mobile / ipad’s

Key focus on this product : Support venture capital firms to drive business efficiency

Fully integrated process automation on cloud

can provide high level & drill down data and

reports to analyze various fund management

process

Real time data and custom sharing

rules can help collaborate across

different users to improve transparency

and effectiveness across enterprise

Triggers based on business rules and

exceptional reporting can bring the

right focus and ensure improved

decision making

Stronger access points can help

improve people productivity and

business efficiency

Page 4: Kvp financial services-venture capital-proposition

Sample screen shot – highlighting process modules

4

Page 5: Kvp financial services-venture capital-proposition

Case study: Building an eco system for venture capital firm to

improve collaboration

5

Our customer is a seed / angel venture

fund that backs startups with both

funding as well as active mentoring

and support. In addition to funding, our

customer also provides active hands-

on mentoring to nurture, grow and

scale these companies

Business Requirements

• To track investment pipeline from various

investors (manage lead to LP cycle) and capital

calls

• To manage new deals and evaluate them based

on ratings provided by investor committee (IC)

• To manage post deal transactions like company

performances against the targets, company /

fund valuation and exit / buyout

Approach / Solution

Develop an ecosystem which can act as central point of co-ordination among all the stake holders (investor committee /

investors / investees)

• The ecosystem was developed on Salesforce’s Force.com platform which helped our customer manage both their

investor and investee cycles with greater focus, Investor pipeline management

• Deal evaluations for various investees / investor committee co-ordination

• Fund and its associated expenses management

• Portfolio company management / tracking their targets and their performances against the target – board meeting

objectives, tasks and activities

• Manage exits and various transactions during this process