We leveled up processes so a private equity firm can capitalize on growth.
new state capital partners — new rochelle, ny
We helped New State Capital Partners, a growing private equity firm, implement Asana to manage their deal-focused and operational workflows including evaluating new opportunities, conducting due diligence, acquisition, improvement, and selling. By creating a nimble yet structured system, we were able to organize their work and project tracking, streamline processes, improve workload distribution, and add flexibility without sacrificing detail.
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Streamlined End-to-End Workflows
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Introduced Real-time Reporting
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Created Scaleable & Dynamic Templates
Goals
Establish a system to track and evaluate investment deals.
Implement best practices for deal management and operational workflows.
Streamline processes while maintaining both flexibility and structure.
Solutions
Created a custom deal template with key milestones and dependencies to map the timeline from interest to deal close.
Connected process-oriented projects, such as due diligence and legal documentation, to deal projects for cross-functional tracking.
Introduced portfolios for real-time snapshots of active deals and consulted on organization-wide tracking/reporting.
Results
Enabled seamless creation of new deal flows using project templates.
Provided high-level views for leadership to quickly assess client engagements.
Transformed the Asana Team structure to allow for more efficient and scalable management.
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