Monitor Value Creation Across Your Entire Portfolio
Use the Value Creation Dashboard to identify outliers and intervene with the right portfolio company management teams. You now have the ability to:
- Track the value created across your portfolio over time.
- Visualize drivers of value across the portfolio to highlight the areas you are experiencing the most success and isolate the laggards.
- Identify the companies in the portfolio that are performing above their value creation plan targets and those that require attention.
- Ensure your data is current and consistently maintained with new alerts that notify you of any incomplete data items.
- Filter your views by fund, industry, or stage.
- View your dashboard across different points of time to understand what drove results in prior periods.
- Export value bridge data for all companies across the portfolio with a single click to use during portfolio reviews and board meetings.
NEW DATA VISUALIZATION FEATURES
Visualize Your Portfolio's Metrics
Maestro's KPI Charts offer enhanced visualization of the financial and operational metrics of your Portfolio Companies by enabling you to:
- Summarize portfolio company financial and operating data in the Maestro KPI feature, allowing you to quickly identify trends that are not obvious in a table view.
- Easily configure single or multiple sets of data in a single chart.
- Improve your view by widening or narrowing the focus of your charts’ time series from inception to the most recent quarter.
- Seamlessly export charts to image files to quickly drop into presentations.
- Uncover the underlying source data as you configure your chart to fit your firm’s needs.
Enhance Your Data Visualization
Our integration with Power BI enables you to leverage KPI data with Maestro or an external source, such as SharePoint, to build data visualizations in an embedded Power BI app. Additionally, if you have existing Power BI dashboards, we support a pass-through feed of those visuals.
Dedicated Customer Support
Your dedicated Client Success Manager will guide you through setup and beyond to ensure your team is onboarded, trained, and up-to-speed on the Maestro platform’s newest features.
Gain Greater Alignment
Enhance collaboration among deal teams, operating partners, portfolio company management, and external consultants with a technology-enabled, modern approach to communications and information sharing.
Immediate Value
Maestro is ready on Day One to help sponsors elevate financial and operational performance across the portfolio throughout each stage of the PE lifecycle – from diligence through investment value creation to exit.