kvp financial services-venture capital-proposition
TRANSCRIPT
Cloud solution for improving deals, effective
fund raising and portfolio management for
venture capital
Harsha Kumari
Associate consultant – Financial services
KVP Business Solutions
www.kvpcorp.com
KVP’s proposition for venture capital
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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
Benefits : Collaborate to grow
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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
Sample screen shot – highlighting process modules
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Case study: Building an eco system for venture capital firm to
improve collaboration
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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