Managing a Large Portfolio
Equistone has amassed a large track record that contains over 130 portfolio companies, either currently invested or exited.
“Nasdaq eVestment TopQ+ is as important for us internally as it is for investor reporting because we have such a large, international portfolio. Being able to store our information in a central repository is very helpful.”
Hachar said that subsequently analyzing this data is a very efficient and effective process using Nasdaq eVestment TopQ+.
“To be able to take our portfolio company data set and cut it anyway we want is very beneficial for us. For example, I often need to provide senior management with key metrics on certain deals – who led them, how they performed – within a short deadline, so it’s important that I can access the data and respond quickly. Using the tool, I was able to pull this information together in seconds.”
The insight that could be gained was also valuable to Equistone’s fundraising activities, Hachar said. “Having the versatility to look at our portfolio and clearly see how we have performed in certain sectors or areas allowed us to understand our performance and prepare for going to market.”