Pipeline Analysis

Situation

  • Our client and the PE sponsor wished to demonstrate the strength of their portfolio business orderbook and pipeline for ongoing use and ultimately, to support a future company sale

Swan Activity

  • Simplified c 100,000 rows of raw data
  • Developed an excel based approach to concisely articulate the value of the order book
  • Developed functionality to enable the end user to review key outputs and flex key drivers to demonstrate the impact on the order book

Outcome

  • The tool was integrated into the monthly reporting process enabling management to spot trends in real time and provide in-depth analysis to support future valuation for sale.