The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
We constructed a SQL database which contains the modified information of the securities being held by the company, with information updated conveniently through an easy, standard process.
A Power BI dashboard is constructed to automatically display various reports required for financial statements, Management Reports of Fund Performance, etc. The dashboard also provides management insights on trends over time.
The dashboard showcases the usability of Power BI both internally and externally, and the potential trends of smart reporting without going through the same laborious process every reporting season.
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
We truly value the trust you’re placing in us by making this introduction. We’ll make sure to take great care of them and will reach out shortly to get the conversation started. We really appreciate the support.
