UAE Investment holding
Investment Holding
Asset management
FP&A
Services
FP&A, Asset Management
Location
Dubai, UAE
Length of the project
7 months
Services
FP&A, Asset Management
Location
Dubai, UAE
Estimated length of the project
7 months
Services
Services
A fast-scaling investment firm with diverse assets (real estate, mobility, maritime) lacked consolidated visibility at both fund and portfolio levels. Capital was being deployed, but profitability, ROI, and liquidity were unclear — limiting strategic decisions.
A fast-scaling investment firm with diverse assets (real estate, mobility, maritime) lacked consolidated visibility at both fund and portfolio levels. Capital was being deployed, but profitability, ROI, and liquidity were unclear — limiting strategic decisions.
Results
Results
Results
Finance became a lever — not a bottleneck.
The group moved from reactive reporting to strategic capital steering. Institutional-grade infrastructure unlocked clarity, speed, and long-term leverage.
1
Clarity across every dollar deployed
Built a unified reporting stack linking fund and portfolio — with 3-statement models, NAV, IRR, and deal-level returns tracked and reviewed quarterly.
1
Clarity across every dollar deployed
Built a unified reporting stack linking fund and portfolio — with 3-statement models, NAV, IRR, and deal-level returns tracked and reviewed quarterly.
1
Clarity across every dollar deployed
Built a unified reporting stack linking fund and portfolio — with 3-statement models, NAV, IRR, and deal-level returns tracked and reviewed quarterly.
2
Hidden value surfaced — and captured
Unlocked capital efficiency by building financials and launching quarterly reviews with the management — revealing true ROI across companies.
2
Hidden value surfaced — and captured
Unlocked capital efficiency by building financials and launching quarterly reviews with the management — revealing true ROI across companies.
2
Hidden value surfaced — and captured
Unlocked capital efficiency by building financials and launching quarterly reviews with the management — revealing true ROI across companies.
3
Institutional rhythm, not firefighting
Introduced fund-wide budgeting and performance reviews — giving the MD and GP structured, data-backed control over capital deployment
3
Institutional rhythm, not firefighting
Introduced fund-wide budgeting and performance reviews — giving the MD and GP structured, data-backed control over capital deployment
3
Institutional rhythm, not firefighting
Introduced fund-wide budgeting and performance reviews — giving the MD and GP structured, data-backed control over capital deployment
4
Strategy upgraded. Transition enabled
Co-authored a sharper investment mandate anchored in portfolio data. Handed off the system to internal finance — built to scale, owned in-house
4
Strategy upgraded. Transition enabled
Co-authored a sharper investment mandate anchored in portfolio data. Handed off the system to internal finance — built to scale, owned in-house
4
Strategy upgraded. Transition enabled
Co-authored a sharper investment mandate anchored in portfolio data. Handed off the system to internal finance — built to scale, owned in-house
300+
decks and
models delivered$50M+
saved through
operational finance
30+
Companies
supported$200M+
Capital
raised
300+
decks and
models delivered$50M+
saved through
operational finance
30+
Companies
supported$200M+
Capital
raised
300+
decks and
models delivered$50M+
saved through
operational finance
30+
Companies
supported$200M+
Capital
raised