Optimizing Complex Valuations: Delivering a Dynamic Anaplan Solution for Global Private Equity
Case Studies
Situation
A leading global investment bank, renowned for its strategic investments and high expertise in private equity, required enhanced equity valuation capabilities. Accurate and efficient valuation processes were critical to make informed investment decisions and manage their portfolio effectively. The client aimed to build a robust and scalable equity valuation model leveraging a powerful and flexible platform.
Approach
The project team built an integrated equity valuation model utilizing Anaplan’s platform, incorporating multiple sophisticated valuation analyses such as Comparable Company Analysis, Sum-of-the-Parts valuation, Comparable Transactions, Contingent Valuation Models, Discounted Cash Flow, and 1-Beta calculations within a dynamic environment.
Facing workspace size limitations, advanced optimization techniques and efficient data architecture were applied to integrate a large dataset comprising 426 distinct investments and 1,400 unique ticker symbols while maintaining a compact model size (~4 GB). This approach ensured scalability, maintainability, processing speed, and responsiveness.
Impact
The delivered model enabled seamless execution of broad-ranging valuation analyses essential for investment decision-making. The unified platform consolidated complex valuation methodologies, enhancing consistency, transparency, and collaboration across workflows. It supported the client in meeting strict control and reporting standards while providing timely and accurate valuation insights. The optimized model architecture ensured robustness and facilitated ease of maintenance.
Conclusion
After an 18-week project plus a 2-week backlog extension, the client successfully went live with the Anaplan Valuations Model. They committed to a Managed Services partnership for ongoing support and maintenance, ensuring smooth transition and sustained performance.