Kelp Value Creation’s tools deliver clarity, visibility and consistency throughout the investment lifecycle.
Kelp VC consolidates company data across your portfolio into a single, customisable interface, giving you a clear, consistent view of financial and operational performance against your in-house rules and metrics.
Actively Monitor Value Creation
Kelp VC provides information and contextual insights across the value bridge, enabling you to see where and how your approach is creating value, providing alerts around key milestones and guiding your evolving exit strategy and story. Kelp VC delivers the visibility and insight to help you do what you do better.
100-day plan
Financial and operational oversight
On-tap updates and analyses
Exit preparedness
Gross to Net
Analytics to support fund and portfolio optimization
UP AND RUNNING IN weeks
Rapid Deployment and Go-Live
Kelp VC can be up and running in as little as 6–8 weeks, working with or replacing your existing tools, platforms and data sources to clean and transform data into actionable insights.
Phase 1
Strategic goals, action plans and metrics to measure progress
Data ingestion from portfolio companies
Prior data migration from past platforms
Bespoke dashboards for reports
Phase 2
Valuation
Value bridge and value drivers
ESG questions and scoring
Phase 3
Gross to net
Spread analysis
Kelp VC’s intuitive and highly configurable UI allows you to simplify and accelerate your workflows, and develop and share novel and practical insights across both your portfolio companies and your portfolio as a whole. This uniquely broad and deep view provides your team with the information – numerical and graphical – to better understand performance quickly and make better decisions based on consistent and like-for-like data and analysis.
Kelp VC is the ultimate fund and portfolio optimization tool, providing the clearest possible view of your portcos’ performance against a variety of metrics, allowing you to monitor the value bridge and determine when and how to exit.
MODULAR INTEGRATION
Target your immediate need
Elements of Kelp VC can also be deployed as standalone sub-modules, allowing you to choose the level of integration you require:
Ready Business Health Monitor
Gross to Net
Kelp VC helped a large PE firm to consolidate 14 years’ worth of data across 54 portfolio companies and multiple sources, automate resource- hungry workstreams and customize reports.
Migrate Large Quantities of Data:
Automated highly repetitive manual functions from a consolidated, single source of truth:
Kelp VC has delivered a one-stop shop for fund and portfolio return optimization, providing regular and ad hoc detailed, customizable and intuitive views of any metric to support reporting and portfolio management decision making.
Data
Financials, KPI metrics, transactions
Strategy
Goals, action plans and progress
Calculated returns
Kelp VC provides greater visibility across all aspects of the portfolio and the constituent portcos, driving better informed decisions and supporting better understanding of progress against goals:
