The Future of Strategic Finance in Private Equity

Moving up the value chain: A SoftBank Vision Fund case study

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There's a quiet revolution occurring within finance functions at Private Equity firms. GPs are now looking to improve decision making and scale their operations. Investing in technology supports greater operational agility, quicker deal formation, seamless execution and post transaction transparency to all stakeholders. This has led to increased investments in portfolio analytics, management tools and valuation service providers.

In this case study we explore with SoftBank Investment Advisers (SBIA), manager of the SoftBank Vision Funds, the role of strategic finance within their organisation. We identify and discuss four key themes that have the power to reshape the behaviors and organisational importance of finance and valuation departments across the globe:

  • Data challenges
  • Data visualisation
  • Actionable insights
  • Analytical Impact

Throughout this interactive case study we discuss FinSight, SBIA's internally developed application, to illustrate some of the core concepts of this report and the best practices we see across our valuation advisory business at IHS Markit.

Within each section we investigate trends to watch in the future to understand how new technologies and frameworks may be used to achieve greater operational efficiency, and promote effective risk management.

This case study is best experienced in Adobe Acrobat Reader and full screen mode. Click or hover over the interactive elements to navigate the full case study and access additional information.

This case study is authored by Leon Sinclair, Global Head, Private Equity & Debt Services, IHS Markit

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