An investment firm based in Canada was looking to upgrade their existing spreadsheets that they used for calculating key portfolio return metrics, as it was currently very manual intensive and had a high potential for human error. The firm approached Sapling to develop a streamlined tool to replace their existing one, which could be used for the next 10 years
We built an Excel-based tool for calculating key return metrics (IRR, MOIC, etc.), which took in various inputs such as investment dates, inflow dates, carry plan dates, and more, on a vintage year level, and generated a detailed set of reporting outputs, based around the clients existing tool
The Excel-based model had multiple macros built-in for systematically updating the dates within the tool, to avoid any potential errors stemming from manual updates
The tool was also built with a comprehensive error check table, which flagged any time an input was entered incorrectly, to allow the user to go back and make adjustments
A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.
A specialty finance lender hired Sapling to deliver a Field Exam Report and corresponding Exam Workbook for a specific client.
