Kelp Deal Management is a toolkit for nurturing and executing quality deals while minimizing unconscious biases.
Kelp DM transforms raw financial and operational data into actionable intelligence, providing you with a clear, like-for-like view of shortlisted deal prospects
Pressure-test your Deal Thesis
Kelp DM provides a range of custom analytical tools such as valuation, peer comparison and value bridge that enable your deal teams and investment committee to evaluate and crystallize the deal thesis to make an informed decision. These tools are adaptable to diverse strategies and types of business or sector.
Minimize Unconscious Biases
Kelp DM cleans data, identifies value drivers and actively eliminates unconscious biases, bringing consistency to your deal appraisals and ensuring that your deal teams and investment committee are empowered to make the best-possible decisions.
Due diligence
Early approaches to prospects
IC Note
IC review and decisioning
Valuation and value bridge
Disbursement
UP AND RUNNING IN DAYS
Rapid Deployment and Go-Live
Kelp DM can be up and running in just a few days, working with or replacing your existing tools, platforms and data sources to clean and transform data into actionable insights
Phase 1
Deal Creation
Deal one-pager
Deal financials
Deal pipeline updates
MS SharePoint, Teams, Planner integration
Outlook Plugin (sync interactions and notes)
Phase 2
Deal evaluation framework (early rejection)
Valuation
Underwriting
ESG Reporting
Phase 3
Deals Dashboard
IC Note (creation, comments, voting)
Commitment - Disbursement memos
Kelp DM’s UI is intuitive and highly configurable, allowing you to simplify and accelerate your workflows, and customize your data capture, review and analysis across a wide range of parameters quickly. Kelp DM can also be configured differently to suit each strategy or asset class in your portfolio and deliver insights tailored to each individual team’s priorities.
With Kelp DM, your team can generate insightful reports, notes and recommendations quickly and in a format that suits your business’s needs
A PE fund used Kelp DM to deliver an efficient deal pipeline and drive improved deal decisions, fully customized to its in-house deal qualification, due diligence and evaluation processes:
The client wanted to embed ways of working that would sustain consistently high-quality decision making within both the deal teams and the investment committee.
By configuring Kelp DM to the client’s unique approach, it simplified and accelerated its analytical processes, including:
Kelp DM eliminated unconscious decision-making biases, introducing objectivity to the process, and reducing the time taken and bandwidth required to arrive at ‘invest’ or ‘reject’ decisions on individual deals.
Three Key Gains
Kelp DM’s rules engine screens companies in each sector and sub-sector, and filters out bad fits earlier.
Kelp DM provides the basis for better- informed, more targeted IC notes enabling the IC to focus on the thesis and the key value drivers.
Kelp DM has supported the reallocation of resources from drafting, consolidation etc. to research, analysis and relationship building.
