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HomeNews & UpdatesPE Front Office Driving Operational Change at Anticus Partners

PE Front Office Driving Operational Change at Anticus Partners

Author: Published on: Published in: News & Updates

Anticus Partners Limited is authorized and regulated by the UK Financial Conduct Authority. They currently manage the Finance Yorkshire Equity Fund, which has invested in 53 SMEs within the Yorkshire region. Anticus has also recently been awarded two new investment mandates – a Seedcom Fund and Growth Fund – to further invest in promising companies within the region.

Business Challenge

  • Streamline operational efficiencies in Deal Tracking, Loan Management, and Valuation Tracking
  • Generate key reports like KPI meeting report, Portfolio report, and Fund Quarterly reports
  • Manual contact management process

PE Front Office Solution

  • Streamlined and efficient deal evaluation by introducing Kanban view & in-built reporting feature.
  • Automated Amortization Schedule for accurate loan management process Bespoke reports for provision, uplift and write-off calculations.
  • Simplified and centralized contact management by integrating Outlook to manage contacts, meetings & meeting notes.

Customer Speaks

We have been highly impressed by the PE Front Office product and the dedication and professionalism of the PE Front Office team– who both understood our requirements and tailored the SaaS solution to meet our business needs.

Stephen Cardwell
Partner

The Business Need

Deal Tracking

  • Substantial volume of deals led to a manual, time-consuming, and error-prone deal evaluation process. Additionally, the internal reporting was manual and time-consuming.

Loan Management

  • The loans were managed manually via traditional methods. Additionally, complicated interest calculations and tracking of delayed payments made the loan management process complex.

Valuation Tracking

  • The requirement of capturing the valuation method for each instrument separately, and incorporating calculations for Provision, uplift, and write-off added to the challenges.

Investor Reporting

  • Requirement of generating key reports like KPI meeting report, Portfolio report, Fund Quarterly report and a consolidated report encompassing all fund investments made via a specific instrument type.

Contact Management

  • The contact management process was manual. Additionally, there were multiple platforms for managing business contacts.

PE Front Office Solution

Deal Tracking

  • Requirement of generating key reports like KPI meeting report, Portfolio report, Fund Quarterly report and a consolidated report encompassing all fund investments made via a specific instrument type.
  • Additionally, the internal reporting issue was addressed with the help of a built-in reporting feature that helped automate the scheduling of internal reports.

Loan Management

  • PE Front Office automated the loan management process, empowering the investment team to automatically generate Amortization Schedules based on the captured loan parameters. To make things easier, the interest calculations were incorporated within the Amortization Schedule and a provision to track delayed payments was also provided in PE Front Office. This streamlined approach significantly enhanced Anticus Partners’ ability to navigate the complexities of loan management, ensuring accuracy and efficiency in their loan operations.

Valuation Tracking

  • PE Front Office provided the provision to separately capture the valuation method for each instrument. Additionally, a custom report was created wherein the calculations for Provision, Uplift, and Write-off were incorporated, meeting the specific requirements of the team.

Investor Reporting

  • PE Front Office automated the report generation process, empowering the Anticus team to generate key reports such as KPI meeting, Portfolio, and Fund Quarterly reports in Anticus Partner’s preferred format with a single click of a button.
  • PE Front Office created a customized report encompassing all fund investments made via a specific instrument type. This report provided a summarized overview, enabling Anticus team to analyze their investments effectively within the PE Front Office platform.

Contact Management

  • PE Front Office implemented an integrated solution to manage contact details for Anticus Partners seamlessly. The integration with Outlook allowed the Anticus team to manage contacts, meetings, and meeting notes in PE Front Office directly from Outlook, thus streamlining contact management.

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