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IQ-EQ Cosmos – Private equity and venture capital

24 Apr 2023

The day-to-day operational demands of successful venture capital or private equity firms are increasing in complexity. Whether you are investing in start-ups or more established companies, your investors are demanding more immediate and transparent reporting. We have a proven track record in supporting private equity and venture capital funds across various industry sectors such as financial services, manufacturing, technology, healthcare, energy and infrastructure.

The client

IQ-EQ was appointed by a global VC fund manager looking to utilise IQ-EQ Cosmos reporting for their latest funds, Fund V and Fund VI.

Our solution

For the reporting, we have worked in parallel with the client’s internal administration teams, pulling accounting information directly into the dashboards, providing the client with analysis of the performance of their funds across their vintage.

This accounting information is combined with performance data for the underlying investments, maintaining an efficient flow of all relevant investment metrics within one secure platform.

The client uses dashboard analytics, including graphs and tables, within their quarterly investment reports to investors, visualising both fund and portfolio company information. This streamlines their reporting process and ensures investors are being provided with accurate, up-to-date information to monitor their performance in a visually appealing way.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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