PRIVATE EQUITY SUPPORT
USING PERSONALITY TO ENHANCE INVESTMENT DECISIONS
We take an innovative approach to understanding people. By using the latest science and AI, Synaptiq helps you understand how best to work with people, across the different dimensions of your business.
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From how to set up systems that enhance productivity in bolt on acquisitions, to how to maximise portfolio CEO performance; Our psychometric 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
We give 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, Our analytics and insights gives investors highly practical information designed to fit into different firm requirements.
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We Support PE firms in 4 key ways:
Snapshot
Near instant reporting for early stage due diligence
What?
Fast Insights
Snapshot 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.
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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:
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Key personality risks
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Key personality motivations
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Benchmarks against FTSE100 executives
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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.
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Our Snapshot reports provide 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 Snapshot reports and to see examples, pricing and other relevant case studies.
We also offer a Team report which demonstrate how all members of an executive team work together.
We can also onboard your firm so benchmarks used in Snapshot reports also look at your own internal portfolio companies' data.
Detailed
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.
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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.
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Our Detailed 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.
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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
Detailed Reports are highly detailed and support investment confidence by providing rich information on elements including:
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Insight into how to work with an individual across different scenarios
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How suited a person is to pursue the PE firm's goals
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Information on trustworthiness and risk profile of a person and what to do about it
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Motivations and drivers
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Benchmarks against FTSE100 firms
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Much more
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More
Case Studies, Team Fit & Onboarding
Contact us to learn more about Detailed reports and to see examples, pricing and other relevant case studies.
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We also offer a Team report which demonstrate how all members of an executive team work together.
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We can also onboard your firm so benchmarks used in Investment Reports also look at your own internal portfolio companies' data.
Portfolio
Comparative reports or detailed reports to develop your portfolio companies
What?
Comparisons and Detail
Portfolio analyses are near instant reports, similar to Snapshot reports, combined with a wider analysis, that is designed to compare executives' personality traits across your portfolio.
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This analysis 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 analyses support PE firms with comparisons across their portfolio which can be used to help optimise and improve all companies.
For example, these reports and insights 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 .
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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 analysis 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 analysis and to see examples, pricing and other relevant case studies.
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We also offers more detailed Portfolio reports, that are as comprehensive as Detailed reports.
Similarly, We offer a Team report which demonstrate how all members of a specific companies' executive team work together.
We can also onboard your firm so benchmarks can be built from your portfolio analysis data to be used across your firm in other ways.
Onboard With Synaptiq
Onboarding your firm with us allows all reports to be benchmarked against your internal portfolio companies using the dashboarding function of our iq platform. This gives much more relevant and predictive insight about what personalities work for your firm and your investment thesis.
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Reports, Pricing & Info
Share your details with us and let us know what information you require.
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One of our team will get back to you as soon as possible.