Engagement
Holdings scorecard design
Custom scorecard templates that make portfolio company health comparable across sectors without burying partners in raw extracts.
Who it is for
Operating partners and CFOs who need a shared language for monthly company reviews.
What you walk away with
A reusable scorecard template, KPI glossary, and first filled pack for one reporting period.
Included
- KPI workshop with investment and ops teams
- Scorecard layout for print and PDF
- Definition sheet to keep metrics comparable
- One period populated as a working example
Not included
- Ongoing monthly population unless contracted separately
- ERP or BI system implementation
How the work proceeds
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1
Discovery interviews
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2
Draft scorecard
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3
Pilot with two companies
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4
Finalise template and glossary