5-10x Dealstack ROI over the deal lifecycle
ROI
ILLUSTRATIVE COST SAVINGS PER PORTCO
5-10x Dealstack ROI over the deal lifecycle
Complete cap table & MIP implementation (incl. KYC, e-signing, etc.)
One-off at entry
Handle all joiners/leavers/new allocations with fewer questions
Ongoing
Instant retrieval of all information, down to the individul transaction
Ongoing
Communicate easily with MIP participants in bulk
Ongoing
Capture all new money events and distributions
Annual/Quarterly
Faster and auditable valuations & scenario modelling
Quarterly/Monthly
Full compliance (GDPR/share registers, etc.), regulatory reporting (FATCA/CRS, etc.) and smooth third-party audits
Quarterly/Monthly
HOLDING PERIOD (ASSUMING 5 YEARS)
ENTRY
FREQUENCY
Deal teams
Valuations team
Legal team
IC
Portco
Fund admin
External lawyers
Auditors
LPs
Typical saving among Dealstack clients
Dealstack benefits cut acrossa number of Sponsor functions, portcos, advisers and LPs
EXIT
No need to reconcile ownership data
One-off at exit
Smooth MIP participant offboarding and/or roll-over
One-off at exit
Faster funds flow inputs and upstreaming
One-off at exit
~$30–150k
~$30–150k
Total ~$185–1,050k over 5 years (and internal time and effort)
~$25–150k p.a.