2 Tips for Improving your Venture Capital’s Portfolio Management using process management.

In portfolio management, decisions are made on behalf of vested individuals or institutions with the goal of maximizing returns. In order to achieve long-term value expansion and stability of investment range, portfolio management requires an effective combination of informed decisions, information analysis, and resource commitment.

Investing in startups and making other major investments can be very risky due to the unpredictability of the venture capital industry. Venture capitalists can effectively manage their risks by implementing a portfolio management strategy.

According to , most funds with well-developed portfolio operator models have top-quartile returns (i.e., typically a return of over 20% over the relevant period).

Portfolio management refers to the process of making investment decisions on behalf of individual investors and institutions. VCs and PE firms consider it their bread and butter. Portfolio management is essential to maximizing returns. A portfolio manager evaluates the potential return on investment undertaken by portfolio managers and portfolio management organizations (PMOs).

To achieve the desired value increase and stability of a range of investments, portfolio management requires a combination of strategic decision-making, information analysis, and resource commitment.

How automation can improve your venture capital portfolio management processes.

Fortunately, good internal process management software can improve your firm’s business processes with minimal technical input needed.

Let’s have a look at where it can help the most:

  1. On-boarding new clients
  2. Development of automated process management

On-boarding new clients

is critical for customer satisfaction and revenue growth”

As per Forrester’s study, it takes institutions that have implemented partial onboarding solutions with workflow capabilities from two to twelve weeks; and less than six weeks for institutions that have implemented a complete client lifecycle management (CLM) solution.

However, it does not have to be handled manually. Users can streamline their onboarding process using Quabbly. A new client is automatically sent an email based on triggers selected by the user. This is a great way to eliminate time-consuming manual steps.

You can streamline the entire onboarding process and improve customer satisfaction by increasing transparency, enhancing visibility, and improving data quality in your firm.

Improving workflow management

When it comes to maximizing efficiency, security, and competitiveness, Venture Capitalists must develop their own data platform to process, analyze, and store the data generated for the business.

Process management applications can be integrated with a number of software programs to simplify and streamline repetitive tasks. By separating responsibilities, reducing lengthy, manual administration procedures, and simplifying trade ingestion, the trade pipeline would become more efficient.

Moreover, process management tools that provide visual management features are an added advantage. Using the data in the report, executives and managers can identify factors that may hinder the organization’s goals based on current projects and take appropriate actions.

Does your asset management firm suffer from slow, tedious processes?

If your answer’s ‘yes’ , you’ll be pleased to know that we have a simple solution.

Allow me to introduce you to Quabbly, a platform that simplifies data compliance and offers much-needed confidence for your organization.

With Quabbly, handling the repetitive aspects of portfolio management in your firm doesn’t need to be an issue anymore. Ready to get started? Click .

Originally published at https://quabbly.com.




One Space, Endless Possibilities

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium

Rethinking business and Oreos. Toward a more human-centric society.

The critical question for struggling retailers: Too much store or not enough brand?

Solar Design and Installation Company Empowers Employees to Be Owners

PMAP: Innovate your Business, Brand and Service amidst COVID-19

Cash Flow Loans For Small Business — How To Get An Instant Approval On A Cash Flow Loan

Cash Flow Loans For Small Business - How To Get An Instant Approval On A Cash Flow Loan

A Deep Hypocrisy: ISPs Lied to Us and the Government to Get Net Neutrality Repealed

CEO of Mogul TV Global Network Tameka Chapman Launches Positive Programming to Uplift with Content…

Coronavirus Ushers In Radical Shifts In Advertising Market

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store


One Space, Endless Possibilities

More from Medium

The Power of Iteration. 疊代的力量。生活應用版!


HR Analytics

Sales Analytics through Matillion