Assignment: private equity software selection and preparation

Index Ventures Case Study

Index Ventures is a major European venture capital house with an investment focus upon the information technology and life sciences sectors.  It is headquartered in Geneva, with offices in London and Jersey.  Index approached 4vco with a view to selecting and implementing a portfolio management system to deliver enhanced management information and investor servicing.

To date, 4vco has worked with the Index team to:

  • Review Current State operations and formalize requirements.
  • Identify high-level options and agree project approach.
  • Select a vendor: full design and management of the end-to-end process, including product demonstrations and one-day workshops.
  • Develop Terms of Reference for implementation, including historic data analysis and migration approach, data model definition and report pack specification.
  • Negotiate contracts with chosen vendor.
  • Provide project assurance and project office support during implementation.

“The 4vco consultants made a very positive impact from day one and built an excellent working relationship with the Index team.  The whole selection process was planned and executed efficiently, allowing our own resources to make a confident decision.  We also benefitted greatly from 4vco’s experience in scoping and planning for implementation.  Our project terms of reference provided a sound framework for managing the project.  These guys really know their subject matter and we would certainly not hesitate in recommending them to our peers.”   
Pascal Jouin, Index Ventures, Director of Investor Relations

Index Ventures

 

4vco

These guys really know their subject matter and we would certainly not hesitate in recommending them to our peers.

Pascal Jouin, Index Ventures