Post-investment Diligence/ Monitoring

Overview

Investors need post-investment monitoring services because they provide continual portfolio oversight and analysis. Through budget vs. actual analysis and ongoing performance tracking, our team assists investors in monitoring the performance of their holdings, identifying variances from expected outcomes, and spotting potential issues early.

How BDO India Can Help

Our portfolio performance analysis services provide investors with systematic post-investment monitoring to track and optimise portfolio company performance. We conduct regular performance assessments and performance gap analysis by monitoring and analysing financial information against budgets and business plans, identifying key variances and trends. 

• Conducting portfolio performance analysis to measure the performance of portfolio companies post-investment
• Monitoring and analysing financial information against the budget or business plan to assess performance through regular analysis 
• Reporting reasons for divergence and commenting on potential risks and mitigation prospects based on portfolio performance analysis