Moody’s Analytics Knowledge Services provides a wide range of services to PE FoFs in the areas of business development, investment due diligence, portfolio monitoring, and investor reporting. We work with over 100 PE FoFs professionals across leading FoFs industry participants.

We are one-stop shop for FoF clients, and also capable of owning entire processes or delivering specific projects according to our clients’ needs and timelines. Our cost-effective and customized professional services allow clients to outsource time-consuming, but necessary, functions while appropriately allocating more resources to top-line growth and building existing customer relationships.

BUSINESS DEVELOPMENT

We help FoFs business development teams in responding to RFPs/RFIs/DDQs, content management, managing consultant databases, marketing materials, and presentations. We also help our clients with market intelligence support for lead generation and competitive analysis. Services include:

  • Proposal Writing and Updates
  • High Impact Marketing Materials
  • Proposal Database Maintenance on PMAPS and Qvidian
  • Sales Presentations for In-house Team
  • Qualitative and Quantitative Information Update and Audit on Consultant Databases
  • Weekly Lead Generation Newsletter
  • Competitive Analysis and Peer Benchmarking

DUE DILIGENCE

We help FoFs clients in analyzing PE funds by conducting in-depth due diligence in collaboration with their own investment teams. We also assist in preparing customized research reports for specific strategies or geographies that help our clients narrow down opportunities within a shorter period of time. Our due diligence services include:

  • Fund Screening
  • Detailed Investment Memos (ICM)
  • Preliminary Investment Memos (PIM)
  • Fund Cash Flow Analytics

PORTFOLIO MONITORING

We help our FoFs clients in creating well-structured dynamic portfolio monitoring models that enable them to keep close control over their PE portfolios and implement well-timed tactical and strategic responses. We also help in aggregating the underlying fund portfolios’ qualitative and quantitative details and in generating a dashboard view, thereby aiding in the identification of performing/non-performing funds. Our services include:

  • Portfolio Monitoring Model
  • Comprehensive Performance Reports
  • Dynamic Fair Market Valuation Models
  • Proprietary/Third Party Fund Database Management
  • Valuation and Verification of Portfolio Companies
  • Content Management

INVESTOR REPORTING

We help FoFs investor relations teams in liaising with relevant accounting, investor services, and client reporting and investing teams by preparing customized client portfolio reports and market overviews. Our investor reporting services also helps client relationship managers in preparing customized reports for both separately managed and comingled accounts. Our services include:

  • Market/Fund/Strategy Overviews
  • Quarterly/Annual Investor reports
  • Fund/Portfolio Commentaries
  • Weekly Newsletters