Private Equity Capability Model

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Private Equity

Business
Capabilities Model

https://www.finantrix.com/product/private-equity-capability-model/
Private Equity is in the
throes of
transformation.

Market conditions,
digitalization, and ESG
factors are causing a
shift.
Bridge the Strategy to
Execution Gap.

Business Capabilities are


a Structural Blueprint of
an enterprise. They
capture the Essence of
What a Business Does.
Private Equity Business Capabilities Map Level 1

1. Fund and Capital Raising 2. Deal Management

4. Performance Measurement
3. Portfolio Management
and Reporting

5. Legal, Risk, and 6. Portfolio Company


Compliance Management Shared Services

7. Business Management

2023 PRESENTATION TITLE 4


PRIVATE EQUITY BUSINESS CAPABILITIES MAP LEVEL 1 AND 2
1. Fund and Capital Raising 5. Legal, Risk, and Compliance Management
Capital Structure Planning and Anti-Money Laundering and Anti-Fraud
Fundraising and Investor Relations Regulatory Compliance Management
Optimization Compliance

Closing and Fund Administration LP Relationship Management Data Privacy and Cybersecurity Risk Litigation and Dispute Resolution
Management Management

2. Deal Management 6. Portfolio Company Shared Services


Due Diligence and Investment
Deal Origination and Sourcing Digital Transformation Support IT and Digital Transformation Support
Evaluation

Negotiations and Deal Structuring


Nested
Support
Visualization
Integration and Portfolio Management of two
Financial
Services
levels.
and Accounting Sales and Marketing
Support
Operations and Supply
Chain Management

3. Portfolio Management 7. Business Management


Portfolio Company Monitoring Decomposition
Portfolio Company
Exit Planning
to third levelandis Finance and Accounting
Strategic Planning Marketing and
and Reporting Performance Optimization Execution Communications
Portfolio Company Talent included
Risk Management and for additional
Value Creation
granularity.
Human Resources (PE- Business Development Data Management and
Management Mitigation Company) and M&A Support Business Intelligence

Corporate Governance and Board Process Improvement and Operational


Infrastructure and Information Technology Management
Oversight Excellence

4. Performance Measurement and Reporting


Portfolio Financial Financial Modeling Performance Benchmarking and Compliance with Regulatory and Investor Reporting and Communication with
Tracking and Forecasting Peer Comparison Reporting Requirements Investors

2023 PRESENTATION TITLE 5


Value of Business Capabilities:

•Foster alignment between


business and IT.

•A Capability-anchored
Transformation Roadmap
eliminates redundancy and
focuses on capability evolution

•Juxtaposing capabilities and


systems/applications provide a
footprint analysis for optimization.

•And so much more.


Business Capabilities Map
Snapshot:

• About 330 Capabilities


decomposed into Three Levels.

• Capability Definitions

• KPIs aligned to Capabilities.

• Editable PowerPoint, Excel, and


Word Formats.

And bonus files.


TO PURCHASE THE CAPABILITY MAP VISIT:

https://www.finantrix.com/product/privat
e-equity-capability-model/

20XX PRESENTATION TITLE 8

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