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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
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Methods of intervention for the success of your projects

Short term support

  • Specific and urgent customer need
  • First tangible results quickly with deployment of operational deliverables
  • Supporting the client in adopting 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 requirements 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

Optimisation of investor reporting

Optimisation of investor reporting and creation of a valuation monitoring dashboard on behalf of a mid-cap investment fund

Creation of investor reports and monitoring of valuations using Power BI. Development of Power BI dashboards | Modelling and performance analysis | Funds
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Equity investment of fund

Analysis of the profitability of a fund’s investment

Analysing the profitability of an investment. Modelling and performance analysis | Profitability analyses | Fund
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Contact our funds expert

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