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Solutions for High-Net-Worth Individual Investors’ Portfolio Operations Teams

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Overview

WHIZDOM works with High-Net-Worth Individual Investors’ Portfolio Operations Teams that offer ongoing hands-on support to the management teams of the B2B Companies in their portfolios.

WHIZDOM provides many benefits by providing their Portfolio Operations Teams with valuable information by conducting deep dive discussions with a Company’s Business Customers’ business leaders.

WHIZDOM works with:

  • High-Net-Worth Individual Investors that have Portfolio Operations Teams; and
  • High-Net-Worth Individual Investors who may not have Portfolio Operations Teams

In the latter case, WHIZDOM helps High-Net-Worth Individual Investors develop ad hoc, virtual, Portfolio Operations Teams to better serve the needs of their B2B portfolio companies and improve their own bottom line.

Deliverable

WHIZDOM provides High Net-Worth Individual Investors with Business Customer Intelligence Reports that generally comprise:

  • Individual Business Customer Findings
  • Aggregate Business Customer Findings
  • Patterns and Trends Identification
  • WHIZDOM’s Analyses, Insights and Recommendations

Sample Scenario

Problem: An Investor, who is a High-Net-Worth Individual, is considering taking a minority ownership stake in a B2B Company but has concerns about how the Company will fare in the future.

Solution: The Individual Investor retains WHIZDOM to conduct a deep dive with the Company’s most-valued Business Customers.

Result: From the Business Customer Intelligence Report that WHIZDOM provides when the Investor meets with the CEO of the Company they are better equipped to articulate their concerns and get answers to their questions including:

  1. How the Company acquires its Business Customers
  2. How long Business Customers are retained by the Company
  3. What might cause Business Customers to switch to competitors’ products or services
  4. How likely it is for the Company’s Business Customers to renew their subscriptions when they expire
  5. How important pricing is to the Company’s Business Customers and their sensitivity to possible future price increases

Based on the information and insights WHIZDOM provided to the Investor in its Business Customer Intelligence Report and the answers they obtained from the CEO they ultimately decided to double the amount they originally intended to invest in the Company. The Investor determined that a larger investment could accelerate the implementation of the Company’s organic growth initiatives.