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PRIVATE EQUITY SUPPORT

USING PERSONALITY TO ENHANCE INVESTMENT DECISIONS

Persona takes an innovative approach to understanding people. By using the latest science and AI, Persona helps you understand how best to work with people, across the different dimensions of your business.

From how to set up systems that enhance productivity in bolt on acquisitions, to how to maximise portfolio CEO performance; Persona's personality reports are actually useful to different private equity contexts. We help you understand people in a context that is specific to you.

Supporting PE Firms Across Their Investment Needs

Persona gives mid-market PE investors adaptive support for the different requirements of their firm.

 

By creating contextually relevant support in each area a PE firm deals in, Persona's personality insights gives investors highly practical information designed to fit into different firm requirements.

Persona Supports PE firms in 4 key ways:

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Opportunities

Instant reporting for early stage due diligence

What?

Fast Insights

Opportunities Reports are near instant, relatively inexpensive personality reports that provide light touch information on management teams at a stage when PE firms are considering going further down the due diligence pipeline with a potential target company.

Ideal for information required before deeper due diligence activity.

Why?

Decision Support

These reports provide insight to help firms decide if they want to progress further with a prospective company. The reports do this by highlighting:

  • Key personality risks 

  • Key personality motivations

  • Benchmarks against FTSE100 executives

  • Other relevant early stage information

Example Use Case

Who To Invest In?

A PE firm may be undertaking early investigation into 5 potential targets and wants fast, relatively inexpensive and insightful information on which target out of the 5 represents the best management fit for the PE firm investment thesis. 

Persona's Opportunities Reports provides rapid information to support decision making in a scenario like this.

Find Out More

Case Studies, Team Fit & Onboarding

Contact us to learn more about Opportunities Reports and to see examples, pricing and other relevant case studies.

 

Persona also offers Team Fit reports which demonstrate how all members of an executive team work together, which is highly valuable for learning about how best to support an entire team.

 

Persona can also onboard your firm so benchmarks used in Opportunities Reports also look at your own internal portfolio companies' data.  

Investment Reports

Deeper reporting for detailed management due diligence (MDD)

What?

Detailed MDD

Detailed, comprehensive personality reporting that looks at a variety of ways a target management executive may interact with investors and investor goals. 

Ideal for PE firms conducting comprehensive MDD and who want to learn how best to maximise the management of their likely new portfolio company.

Example Use Case

Target Company For A Bolt On Acquisition

A PE firm may be in later stages of due diligence for a company they hope to bolt-on to another in their portfolio. 

Persona's Investment Reports can analyse the suitability of the target executive team for integration into another company. At the same time these reports can provide recommendations on how to improve the likelihood of success when integrating the target firm.

This can greatly reduce the complications involved post acquisition of integrating the new firm and can support setting up systems to allow the new firm to thrive and hit investment goals.

Why?

Investment Confidence

Investment Reports are highly detailed and support investment confidence by providing rich information on elements including:

  • Insight into how to work with an individual across different scenarios 

  • How suited a person is to pursue the PE firm's goals

  • Information on trustworthiness and risk profile of a person and what to do about it

  • Motivations and drivers

  • Benchmarks against FTSE100 firms

  • Much more

More

Case Studies, Team Fit & Onboarding

Contact us to learn more about Investment Reports and to see examples, pricing and other relevant case studies.

Persona also offers Team Fit reports which demonstrate how all members of an executive team work together, which is highly valuable for learning about how best to support an entire team.

Persona can also onboard your firm so benchmarks used in Investment Reports also look at your own internal portfolio companies' data.  

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Portfolio 

Comparative reports or detailed reports to develop your portfolio companies

What?

Comparisons and Detail

Portfolio Reports are near instant reports, similar to Opportunity Reports, that are designed to compare executives' personality traits across your portfolio.  

These reports show all comparable executives in a portfolio across a variety of important metrics that support peer evaluation and the development of portfolio insight. 

Why?

Maximise Success

Portfolio Reports support PE firms with comparisons across their portfolio which can be used to help optimise and improve all companies.

 

For example, these reports can help point to personality clusters that indicate high performance traits in the context of the PE firms investment thesis, which can in turn be used to develop lagging portfolio companies .

Example Use Case

Comparing Company To Company

A PE firm may see great success in two portfolio companies, where that success seems unrelated to external factors, and will want to learn how to translate these companies' success to others in the portfolio.

 

A Portfolio Report may then help a firm understand what internal people based dynamics may be driving success for those two companies. By comparing all companies in the portfolio, key trends and personality clusters can be identified.  These learnings can then be rolled across other portfolio companies. 

Find Out More

Case Studies, Detailed Reports Team Fit & Onboarding

Contact us to learn more about Portfolio Management reports and to see examples, pricing and other relevant case studies.

Persona also offers more detailed Portfolio Reports, that are as comprehensive as Investment Reports.

 

Similarly, Persona offers a Team Fit reports which demonstrate how all members of a specific companies' executive team work together, which is highly valuable for learning about how best to support an entire team.

 

Persona can also onboard your firm so benchmarks can be built from your portfolio management reporting data to be used across your firm in other ways.

LP Enagement

Coming Soon

Persona is building our capability in this area. If you are interested in learning more about how we support here or would like to trial our Beta offering, please contact us.

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Onboard With Persona

Onboarding your firm with Persona allows all reports to be benchmarked against your internal portfolio companies. This gives much more relevant and predictive insight about what personalities work for your firm and your investment thesis.

Learn more about onboarding.

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Reports, Pricing and Info

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