Corporate Venture Arm of a Global Industrials Group
- DATA & ANALYTICS
- INVESTMENT & FINANCIAL ANALYSIS
- INVESTOR ORGANISATION
The Client
The corporate venture arm of a large European industrials conglomerate, responsible for identifying, evaluating, and executing minority investments and strategic partnerships in technology businesses adjacent to the group’s core operations. The team managed a portfolio of twelve active investments and evaluated approximately 200 opportunities per year.
The Challenge
Despite the volume of deal flow, the venture team had no centralised analytical infrastructure. Deal tracking was fragmented across individual spreadsheets, email folders, and a CRM system that had been adopted but never properly configured. The team could not easily answer basic questions: how many opportunities were evaluated last quarter, what was the conversion rate by sector, which portfolio companies were underperforming against their investment thesis, or how capital deployment compared against the annual allocation.
The group’s CFO had flagged the lack of structured reporting as a governance concern, and the venture team needed to professionalise its data infrastructure without diverting attention from active deals.
What Quantiva Delivered
Quantiva took ownership of the full data and analytics workstream. We began with a structured audit of the team’s existing data sources — consolidating deal records, portfolio performance data, and pipeline activity from multiple systems into a single, clean dataset.
We then designed and built a suite of analytical dashboards covering three core areas: pipeline tracking (deal flow volume, stage progression, conversion rates by sector and geography), portfolio monitoring (quarterly performance against investment thesis, key financial and operational KPIs per portfolio company), and capital deployment (allocation tracking against annual budget, vintage year analysis, and realised vs. unrealised returns).
The dashboards were built to be self-service, with automated data refreshes and clear documentation so the venture team could maintain and extend them without ongoing technical support. We also restructured the team’s CRM configuration to align with the new data model, ensuring that pipeline data flowed cleanly into the reporting infrastructure going forward.
Finally, we produced a standardised quarterly report template that the venture team now uses for updates to the group’s executive board — replacing the ad hoc slide decks that had been used previously.
The Outcome
The venture team now runs its weekly pipeline review directly from the Quantiva-built dashboard, reducing meeting preparation time significantly and improving the quality of investment discussions. The quarterly board report has been adopted as the group standard for all venture activity reporting. The CFO’s governance concerns were fully addressed, and the structured data infrastructure has since been cited internally as a model for how other business units should manage their analytical reporting. Quantiva continues to support the team with periodic dashboard enhancements and ad hoc analytical requests.
