Venture Capital & Holding Companies
Microsoft Dynamics ERP, CRM & CLoud for Venture Capital, Holding Companies and their Subsidiaries
Solutions that scale with your growth
Over the past 30+ years our team has worked with a number of large Venture Capital, Private Equity, Holding Companies and multi-national conglomerates. For each, their interests were both in their own ability to consolidate and manage multiple investments, start-ups, and remote operations, as well as, redefine and enhance the cash-flow and financial efficiency of their subsidiaries and growth-oriented assets.
By quickly implementing a COST EFFECTIVE Microsoft Dynamics 365 Business Central cloud-ERP with multi-entity and multi-currency or Dynamics GP ERP, along with Microsoft Teams, Dynamics 365 CRM and PowerApps led by Endeavour Solutions, you will gain the flexibility and financial controls you need to succeed.
With Endeavour, you can rapidly implement new processes to break down geographic barriers and silos of information contained within various operating entities. To take advantage of a shared knowledge pool, we recommend using the same ERP and CRM platforms (implemented as a single platform, separately or combined using Multi-Entity Manager) to support both your financial operations as well as the financial operations of your investments / subsidiaries. Thus with the ease of use and familiarity of the Microsoft Dynamics, Office 365 and Microsoft Teams new users acquired via mergers, acquisitions or organic growth can quickly get up to speed, be productive and contribute to the bottom line with only a base level of process training from our team or yours.
With Microsoft Dynamics GP or Business Central ERP with Dynamics 365 CRM, Azure and Office 365 Venture Capital, Holding Companies’ and their Start-ups and Subsidiaries are able to:
- Consolidate financials for various operating units
- Reduce reporting administrative costs through automation and executive dashboards
- Work in multiple currencies and foreign exchange valuations
- Meet local and foreign government reporting requirements
- Easy access to monthly financial reporting and earnings ratios
- Manage budgets
- Intercompany transfers and cost recovery
- Oversee payments and charges
- Run and post balanced scorecards, corporate performance, business analytics, and KPI's
- Efficiently monitory and manage cash flow
- Calculate per customer profitability
- Calculate % Return on funds employed (ROFE) by investor
- Utilize inter-company transactions across multiple companies
- Monitor your financial position at any time
- Automate cyclical, subscription, annual contract, and usage, metered or tiered billing schedules
- Leverage the power of business intelligence and ad hoc query tools
BI and KPIs for Venture Capital & Holding Companies
Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:
- Profitability and Berry Ratio
- % Return on Funds Employed
- Gross Profit per Product Line
- Profitability per Customer
- Financial stability
- Forecasts and Valuation Liquidity
- Asset / Portfolio Management
- Hedge Accounting
- Employee Utilization
