Problem Statement
A U.S.-based private equity firm investing in clean energy, mobility, water, waste, and agriculture was struggling with fragmented portfolio data spread across Adaptive Insights, Salesforce, multiple Anaplan models, and offline Excel reports. As portfolio complexity grew, this fragmentation slowed quarterly reporting, created reconciliation challenges, and hindered collaboration across Portfolio Analytics,
FP&A
, Capital Markets, Asset Management, Loan Ops, and Equity teams, with no single trusted source of portfolio performance data.
Key Challenges
- No centralized portfolio view, data scattered across systems and spreadsheets, limited leadership visibility
- Excel-based workflows created version control issues and scalability bottlenecks
- Manual data aggregation increased reporting turnaround time and reduced reliability
- No governed approval workflows, leading to submission delays and reduced accountability
- Inability to track historical portfolio performance quarter-over-quarter
Solution Implemented
- Built a unified Anaplan Portfolio Summary Model as a single source of truth across the investment hierarchy
- Automated data feeds from Adaptive Insights, Salesforce, and existing Anaplan models to eliminate manual ETL
- Enabled quarterly snapshot functionality for historical tracking and period-over-period comparisons
- Designed workflow-driven, team-based submission and approval processes across all business functions
- Migrated reporting from Excel into Anaplan for improved governance and executive readiness
Architecting with the Best Tech Stack
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