Private Equity Firm Benefits from CXO Software's Centralized Reporting Solution for its Growing Portfolio

Wadinko utilizes CXO Software to gain a clearer picture of activities and the book value of each investment, enabling better decision making

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Challenge

For the Netherlands-based regional private equity firm, Wadinko, having a centralized overview of its investment landscape is of paramount importance.

Prior to using CXO Software, data provision was proving a major problem for Wadinko. As the number of companies under Wadinko’s umbrella grew, the varying reporting styles of these businesses created significant discord and misalignment. In particular, it was becoming difficult for Wadinko to keep track of its financial investment in each business and to accurately gauge how well these investments were performing.

Solution

Now installed across its operations, CXO Software allows Wadinko to accurately visualize its shareholdings in each portfolio company (as well as those of other investors) and track the performance of these investments. CXO Software’s commenting feature also makes it possible to grasp what’s going on behind the figures and to save this information securely.

For Wadinko, keeping track of its participation percentages—and what these percentages generate—is essential. Having a clearer picture of its activities and the book value of each investment allows the management team to make better decisions—decisions guided by precise financial data.

With CXO Software, Wadinko’s portfolio companies also have access to a centralized system for uploading and commenting on financial data, and for producing financial statements. A respective finance team is able to input or upload data relating to their own company (via DWA) to a centralized location each month. Each company’s information is then collated in a central location to provide Wadinko with a comprehensive picture of its investment activity.

“We now have full control over our own application management, though we can call on insightsoftware for more complex problems or technical issues.”

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High-Level Transparency

CXO Software allows accurate visuals of shareholdings in each portfolio company and to track the performance of investments

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Enhanced Visibility on Financials

A clearer picture of activities and the book value of each investment allows the management team to make better decisions

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Easier to Track Investments

Inputted information is collated in a central location to provide a comprehensive picture of investment activity