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Fund

Investment fund teams have to manage the overall performance of their portfolios, while providing individual support to the management committees of their holdings in making strategic decisions.

H4 Partners accompanies funds and management throughout the investment cycle, from entry to exit, in phases of growth or stabilization, helping them to put in place the organization, financial processes and financial management tools needed to activate the levers of value creation.

Main missions

Investment team support
  • Support for business plan modeling or financial audits (pre-deal or build-up)
  • Detailed audit of post-deal finance function
  • Development of full-cost profitability monitoring models
  • Identifying and monitoring the implementation of operational levers for value creation
  • Independent financial diagnosis (IBR)
Transformation of the Finance Department within a holding
  • Implementation of performance monitoring tools (P&L, cash flow, operational KPIs)
  • Reviewing and improving internal financial processes
  • Digitization of the Finance function (ERP, BI, automation)
  • Implementation of best practices in management control (organization, methodology, tools)
Optimization of fund reporting tools
  • Review and automation of investor reporting
  • Harmonization of tools for monitoring the valuation of shareholdings
  • Development of Power BI dashboards by fund
Request more information
President SENERGY'TFrench multi-SME group in the energy transition sector
“Thanks to a constructive collaboration, H4 Partners supports effectively the development of our activities and shares its finance expertise with our operational teams. Working closely with us on the field, developing qualitative relationships and offering a strong sense of listening, H4 Partners participates actively in our daily successes.”
Administrative & Financial ManagerFrench SME in the technical engineering sector
“Responsiveness, availability and quick understanding of the organization and the needs of the company.”
Michael ObadiaFounding Director of Upward Group
“Our Group had the chance to work with H4 Partners. As a director, I was impressed by their responsiveness, technical expertise, as well as their ability to understand our challenges and support us. I can only recommend them!”
Emmanuel RothManaging Director, Thermo'Lease
“H4 Partners took the time to understand our needs to offer us tailor-made support. Having an interlocutor who listens while being proactive and efficient was the assurance of moving forward in our development. A big thank you!”

Methods of intervention
for the success of your projects

Short term support

  • Precise and urgent customer needs
  • First tangible results soon with deployment of operational deliverables
  • Support for customer adoption of these deliverables

Project management

  • Complex and cross-functional project
  • Impact on the organization and processes
  • Team composed of one or more consultants
  • In hybrid mode: remotely or at the customer's premises, depending on needs and constraints

Outsourced financial services

  • Full or part-time support to the General Management
  • Support on all financial and analytical issues
  • Structuring the Finance Department: organization, processes, tools

Our case studies

6

Implementation of project management and profitability monitoring tools

Implementation of project management and profitability monitoring tools Performance Modelling and Analysis | Business Cases | Start-up and SME
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Tiny people testing quality assurance in software isolated flat vector illustration. Cartoon character fixing bugs in hardware device. Application test and IT service concept

Review of the internal control of an entity recently acquired by a large group

Review of the internal control of an entity recently acquired by a large group Audit and internal control | Internal control review | Start-up and SME
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See all cases

Contact our Startup and SME expert

You would like to discuss with us about one of your projects, or simply ask us a question?  Do not hesitate any more, send us a message!