Portfolio Company Services
- Tracking of portfolio transactions and management of related documentation
- Consultation on deal terms for portfolio investments
- Review of investment documentation/coordination with lawyers throughout documentation process
- Preparation of pro-forma capitalization/liquidation models for active and prospective investments
- Management of portfolio performance metrics
- Preparation of annual operating plans
- Accounting and monthly/quarterly financial reporting against plan
- Implementation of policies and procedures for cash management/payables processing/receivables management
- Maintenance of capitalization tables and stock option plans
- Management of payroll
- Preparation of sales reports/analytics
