Overview
Meet Maestro: The collaboration and insights platform for private equity.
Maestro, the collaboration and insights platform built exclusively for private equity, helps sponsors realize the full potential of their investments. Maestro enhances collaboration among stakeholders, drives operational improvements across the portfolio, and empowers smarter business decisions by leveraging data and insights. From diligence to exit, Maestro is an essential solution for PE firms seeking to modernize operations and maximize value creation.
- Tell a compelling story about your firm’s impact on value creation that resonates with LPs and wins new deals.
- Capture and analyze your qualitative and quantitative drivers so you can focus on what matters and make value-driven decisions at any given time.
- Accelerate from drafting investment theses to generating operating alpha to achieving exit. Repeat.
- Collaborate with your own teams, portfolio-company executives and external consultants using customized workflows that support due diligence, value creation, exit planning, and everything in between.
- Power your firm with the modern operating system purpose-built for the private equity front office.
Stop Chasing Data. Start Making Decisions.
Save countless hours wrangling data and content for portfolio review meetings, LP reporting, regulatory reporting, etc. by exporting customized views of your data to PPT or PDF format with one click.
Maestro brings together financial and operational KPIs, qualitative insights into strategic value creation initiatives, and assessments of the talent executing them, giving a true 360° view of portfolio company health.
Measure your value creation progress against implied portfolio company valuations using comps, ratings, and industry benchmarks all in one place.
Key Features
Built on deep domain expertise, industry-leading technology and backing from S&P Global Market Intelligence and Accordion, Maestro's SaaS collaboration and insights platform is leading a new era in private equity. Drive operating alpha by enhancing visibility, focus, and alignment between sponsors, portfolio-company executives and third-party providers.
- Real-time Portfolio Health. Get a clear line of sight on the overall health of your portfolio at any time and surface timely opportunities to manage by exception. Maestro is your early-warning system to ensure alignment across stakeholders and to identify opportunities to tune your focus on operational alpha.
- Collaboration in Context. From checklists for due diligence to workplans for value creation initiatives and more, Maestro brings operating teams, portfolio-company executives, and consultants together on a single platform. Assign responsibilities, set permissions, and support collaboration and progress updates in real-time.
- Integration and Extensibility. Plug Maestro into the best-in-class private equity technology stack, including the CRM, portfolio monitoring, and talent relationship management. Meet your users where they are today and integrate with existing productivity tools
Key Benefits
CODIFY
Capture your firm’s best practices and tribal knowledge to replicate success across the portfolio.
- Due diligence checklists
- 100 Day Plans
- ESG/DEI best practices
EXECUTE
Bring internal and external collaborators together to drive value-creation initiatives.
- Investment Thesis
- Major Objectives
- Workplans
MEASURE
Create dashboards and reports that measure performance against the investment thesis.
- Financial and Operational KPIs
- Functional/Talent Assessments
- Reporting
- Portfolio/Portco Health
