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Investing In People, Made More Accurate

We give Venture Capitalists easy to understand,  fast and varied reporting tools that help improve confidence in investment decisions.

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From insight into how trustworthy a founding team is, to what motivates them day to day; We can quickly help you get to know your prospective investments better and can help you work better with your current investments.

SUPPORTING ALL STAGE VC FIRMS WITH TAILORED OPTIONS

We give VC firms adaptive support for the different requirements of their firms.

 

By creating contextually relevant support across key areas that VCs deal with, Our psychometric insights give investors highly practical information designed to fit different firm requirements.

 

Our reports are also all tailored to different rounds of funding. For example, a report on a start-up CEO looking for a seed round, will focus on different elements to a report looking at a start-up CEO searching for a Series B round.

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We Support VC firms in 4 key ways:

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Opportunities

Near 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 VC 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:

  • Key personality risks 

  • Key personality motivations

  • Benchmarks against FTSE100 executives

  • Other relevant early stage information

Example Use Case

Who To Invest In?

A VC firm may be undertaking early investigation into 5 out of 20 potential targets at a demo day. The firm requires fast, inexpensive and insightful information on which target out of the 5 represents the best management fit for the VC firm investment thesis. 

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Our Opportunities 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 Opportunities Reports and to see examples, pricing and other relevant case studies.

 

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

 

We can also onboard your firm so benchmarks used in Investment Opportunities reports also look at your own internal portfolio companies' data.  

Investment

Detailed Investment Reports For Management Due Diligence (MDD)

What?

Fast Insights

Detailed, comprehensive personality reporting that looks at a variety of ways how an executive at a prospective company may interact with investors and investor goals. 

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

Example Use Case

Who To Invest In?

A VC firm is undertaking deeper due diligence into a prospective company. The firm requires information that is high quality, highly accurate and provides recommendations for how best to work with their prospective investment.

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Our Investment Reports provide detailed insight into this scenario and helps VCs feel comfortable that they are investing in safe pair of hands.

Why?

Deeper Insight

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

Find Out More

Case Studies, Team Fit & Onboarding

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

 

We also offer 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.

 

We 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 Reporting

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.  

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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 VC 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 VC firms investment thesis, which can in turn be used to develop lagging portfolio companies .

Example Use Case

Comparing Company To Company

A VC 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.

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We also offer more detailed Portfolio Reports, that are as comprehensive as investment reports.

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Similarly, We also offer 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.

 

We 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 Engagement

Coming Soon

We are 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 Red Cardinal Analytics

Onboarding your firm with us allows all reports (Snapshot, Detailed and Portfolio) to be benchmarked against your internal companies. This gives much more relevant and predictive insight about what personalities work for your firm and your investment thesis.

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Learn more about onboarding.

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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. 

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