You turn to Accordion.
Your sponsor and investment bank engage us to partner with your management team to prepare requisite analyses that support your equity story, with the primary deliverable being a comprehensive KPI Databook comprised of a variety of financial and operational KPIs. We:
- Do data diligence: We conduct a thorough assessment involving a comprehensive examination of operating systems, data lifecycle, and available resources within the BI tool. We identify significant data gaps, design solutions to elevate quality, and seamlessly address the gaps.
- Strategize for your Databook: We systematically gather and integrate data from disparate systems into the BI tool, establishing intricate links between these sources through detailed mapping exercises. At the same time, we develop data transformation logics within the BI tool with a specific focus on creating a refined data set—which serves as the foundational source for the KPI Databook.
- Extract and validate data: We develop a dynamic Excel-based model, showcasing KPIs and various analyses. We obtain validation for KPI trends, outputs, and analyses from your senior management and your sponsor, ensuring alignment with stakeholder expectations while providing valuable insights.
- Develop and deliver your Databook: We finalize and hand over the Databook. We also prepare a redacted version for broader group consumption and implement a roll-forward update to maintain the relevancy and accuracy of KPI trends—ensuring ongoing utility and effectiveness of the delivered insights.
Your value is enhanced.
You craft a versatile dataset for bankers, sponsors, and management, facilitating diverse analyses and effectively tracking business performance. The Databook proves instrumental in presenting a robust perspective on your company operations and financial standings during the sales process.