Step 5: Portfolio Value Creation

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FUND MANAGERS

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Topics

Start here

Organizing Your SME Investment Team

Employee Handbook and Policy Templates

Trainings to Offer SMEs

Step 1: Pipeline Development

Step 2: Deal Analysis

Step 3: Due Diligence

Step 4: Investment Closing

Step 5: Portfolio Value Creation

Step 6: Monitoring & Evaluation

This stage serves as a guide to help fund managers build their portfolio companies’ management systems and teams in order to maximize the likelihood of successful growth plan execution, becoming a gender-smart market leader and company integration with other portfolio companies.

In order to maximize the potential success of a portfolio company, we have found it beneficial to take hands-on ownership of operations during the initial stage of the investment. Bringing in management, financial and marketing expertise to build a company's internal capacities greatly increases their chance of success. In this section, you will find tools and procedures to conduct this capacity development and return management to a well-trained internal team.

RESOURCES

• Portfolio Value Creation SOP

• Portfolio Value Creation Steps

  • Step 1 - Onboard and Build

  • Step 2 - Operate

  • Step 3 - Transfer

• Project Management Tools

  • Exec's Program Implementation Roadmap

  • Master Planning SOP

  • Executing Battle Rhythms SOP

  • HBR: 5 Messages Leaders Must Manage (Third Party)

• Corporate Governance Tools

  • CDC ESG Toolkit: Company Environmental & Social Management Systems (ESMS) (Third Party)

  • CDC ESG Toolkit: ESG Templates & Checklists (Third Party)

  • SME Governance Guidebook (Third Party)

  • Setting Up & Managing a Gender-Smart Board SOP

  • Board Diversity Charter (Third Party)

  • NCNA Code of Ethics for Board Members (Third Party)

  • Running Effective Board Meetings SOP

  • Governance Reporting Template (Third Party)

• Finance & Accounting Tools

  • 13 Steps to Close the Books Guide

  • 13-Week Cash Flow Tool

  • 13-Week Cash Flow One-Pager

  • Mastering Cash Flow Tool

  • How-To Guide for Creating a Business Budget (Third Party)

  • A Guide to the IFRS for SMEs (Third Party)

  • IFRS for SMEs Standards Supporting Materials (Third Party)

  • IFRS for SMEs Modules (Third Party)

  • Accounting Policies & Procedures Manual

  • Setting up A Finance Department (Third Party)

  • Financial Policies & Procedures Manual

• Human Resources Tools

  • Job Interview Questionnaire Template

  • Performance Review Template

  • E-Myth: Creating Your Organization Chart Guide (Third Party)

  • 6 Steps to Writing a Great Position Agreement and Template

  • CDC Gender Toolkit: Gender Diversity (Third Party)

  • CDC Gender Toolkit: Tackling Unconscious Bias (Third Party)

  • CDC Gender Toolkit: Gender Neutral Job Descriptions (Third Party)

  • CDC Gender Toolkit: Gender Pay Gap Analysis (Third Party)

  • 10 Simple Strategies to Run Inclusive Meetings

  • Value for Women: Communications & Gender Checklist: Things to Consider (Third Party)

• Sales & Marketing Tools

  • Inc.com: Seven Essential Elements of a Marketing Plan (Third Party)

  • First Round Interview: Leslie's Compass: A Framework for Go-To-Market Strategy (Third Party)

  • Marketing Assessment Tool

  • BCG: Closing the Gender Gap in Sales Leadership ( Third Party)

  • HBR: How to Improve Your Sales Skills, Even If You're Not a Salesperson (Third Party)

  • Sales Pipeline Tool

• Monitoring & Evaluation Tools

  • Simple Financial KPIs Template

  • Labor Efficiency Analysis Tool

  • Global Impact Investing Network's IRIS+ and 2X Challenge Metrics (Third Party)

  • Governance Reporting

  • Executive Reporting - Dashboard Template