Finance-private-equity Value Chain
VCM Finance-private-equity Value Chain
Opex model
(Billed Monthly with minimum period of fixed 12 months contract)
Thank you for choosing our platform module subscription.
To further enhance your experience, we invite you to explore our industry-specific Value Chain subscriptions, tailored to support your business needs and drive impactful results.
By leveraging the Value Chain Modeler, retail consumer enterprises can drive sustainable growth and operational excellence. Gain a holistic view of operations, optimize processes, and align strategic planning with market demands to ensure success and a competitive edge.
The Finance & Private Equity (PE) Value Chain and Operating Model is a ready-to-use transformation framework designed for consultancies to help their clients streamline investment strategies, fund management, and exit planning. This model enhances operational efficiency, improves regulatory compliance, and provides strategic insights that drive high-value decision-making. With built-in overlays and transformation methodologies, your consultancy can offer tailored solutions that align with the fast-paced nature of PE investments. Whether advising on fund structuring, portfolio optimization, or risk management, this model enables end-to-end visibility and execution excellence.
The Finance & Private Equity (PE) Value Chain and Operating Model is a ready-to-use transformation framework designed for consultancies to help their clients streamline investment strategies, fund management, and exit planning. This model enhances operational efficiency, improves regulatory compliance, and provides strategic insights that drive high-value decision-making. With built-in overlays and transformation methodologies, your consultancy can offer tailored solutions that align with the fast-paced nature of PE investments. Whether advising on fund structuring, portfolio optimization, or risk management, this model enables end-to-end visibility and execution excellence.
Why Use This Model? Customizable Framework – Adapt the model to fit your consultancy’s methodologies for fund management and investment strategy. Accelerated Client Deployment – Use prebuilt templates to reduce project setup time. Comprehensive Investment Visibility – Offer a 360-degree operational view for PE firms. Regulatory & Compliance-Ready – Ensure seamless adherence to SEC, FCA, and other regulatory mandates.
For Private Equity firms and asset managers, this model is an essential tool for managing complex investment cycles, fund operations, and risk mitigation. With this framework, firms can map current investment processes (As-Is), define future-state workflows (To-Be), and build a sustainable Target Operating Model (TOM). All transformation data is centrally stored, enabling continuous business evolution, improved deal execution, and portfolio optimization. Whether you are scaling investments, navigating exit strategies, or ensuring financial due diligence, this model ensures that every function is aligned with modern financial complexities.
Why Use This Model? Improves Deal Execution – Streamlines investment workflows from due diligence to post-acquisition management. Data-Driven Decision Making – Enables strategic portfolio insights for fund managers. Optimizes Fund Performance – Reduces inefficiencies and enhances ROI across assets. Ensures Regulatory Compliance – Aligns operations with SOX, IFRS, GAAP, and financial governance mandates.
For System Integrators (SIs) and FinTech Partners, this model bridges the gap between technology and finance, ensuring seamless alignment between portfolio management platforms, risk analytics tools, and investment tracking systems. By overlaying technology solutions with the private equity value chain, SI partners can quickly analyze impact, validate integrations, and accelerate deployment for financial clients. This enables firms to gain a real-time view of investment portfolios, risk assessments, and fund operations.
Why Use This Model? Accelerates Digital Transformation – Quickly integrates AI-driven financial modeling, risk
analytics, and automation tools. Enhances Operational Visibility – Aligns technology solutions with fund management objectives. Improves Decision-Making Speed – Provides real-time insights into fund performance, market risks, and valuation models. Enables Seamless Integration – Ensures compatibility with CRM, ERP, risk management, and trading platforms.
For independent finance consultants, this model provides a plug-and-play transformation framework that can be adapted for various PE clients, hedge funds, and investment firms. Whether advising on capital allocation, deal structuring, or exit strategies, this proven model helps consultants deliver structured, repeatable, and scalable solutions. By leveraging a predefined investment value chain, independent consultants can position themselves as leading advisors in PE transformation and fund optimization.
Why Use This Model? Differentiate Your Offerings – Use this as your unique consulting framework. Scalable Across Clients – Deploy the methodology across multiple financial institutions. Comprehensive Industry Insights – Navigate the complex landscape of fund management and investments. Seamless Adaptation – Modify the framework for different fund types, geographies, and regulatory environments.
Industry Value Chain Sways
Access a curated repository of resources, insights, and tools designed to empower your business decisions and enhance strategic planning.
VCM Finance-private-equity Value Chain
(Billed as one time payment)
/day
/day
/day
/day
/day
/day
/day
VCM Finance-private-equity Value Chain
Billed daily, delivering seamless solutions and agile innovation for sustainable success.
£ 5,000 GBP
/day
Billed Daily
/day
VCM Finance-private-equity Value Chain
Billed daily, delivering seamless solutions and agile innovation for sustainable success.
£ 5,000 GBP
/day
Billed Daily
/day
By leveraging the Value Chain Modeler, retail consumer enterprises can drive sustainable growth and operational excellence. Gain a holistic view of operations, optimize processes, and align strategic planning with market demands to ensure success and a competitive edge.
Level -1
Vision / Strategic Intent
Highest-level organizational vision and strategic goals
Define direction, ambition, and guiding principles
Strategic themes, transformation objectives
Executive leadership, board, C-suite
Level 0
Enterprise Capabilities
Top-level capability or value chain groupings (e.g., Plan, Make, Sell)
Frame the business at a macro level; foundation for process scoping
Value chains, capability maps
Strategy leaders, enterprise architects
Level 1
Functional Process Areas
Define transformation scope and process ownership
Define transformation scope and process ownership
Process maps by function
Transformation leads, functional heads
Level 2
Core Business Processes
High-level process flows within each function
Define what each function does operationally
Business process flows, swimlanes
Business analysts, process owners
Level 3
Detailed Activities / Workflows
Specific tasks and decision points in the process
Enable execution clarity and design of detailed roles, systems, KPIs
Workflow diagrams, RACIs, system/data integration, policies, workload models
Process engineers, transformation managers
Level 4
Transactional Procedures
System steps and user-level activities
Guide SOPs, training, test scripting, and automation
Standard Operating Procedures (SOPs), test cases, wireframes, system interaction logs
End-users, trainers, IT teams, solution integrators
Modus Strategy Management Modeller empowers the Transformation Director Office with a centralized platform for overseeing, coordinating, and driving enterprise-wide transformation initiatives effectively, ensuring alignment with strategic goals.
It provides a strategic business model canvas enabling precise mapping and analysis of business operations, facilitating the swift identification and execution of necessary strategic adjustments.
The modeller delivers robust Value Chain Analysis tools that map end-to-end operational processes, clearly identifying interdependencies, gaps, and opportunities for enhancement across the enterprise.
Integrated Business Transformation Surveys within Modus provide continuous feedback loops, enabling measurement of transformation effectiveness and real-time adjustment based on actionable insights.
Modus maintains a comprehensive Transformation Need Register, systematically capturing and managing transformation requirements to ensure clear visibility, prioritization, and tracking throughout the change lifecycle.
It establishes a clear, structured Target Operating Model (TOM), offering detailed visibility of the future-state organizational operations, explicitly connecting strategic objectives to actionable operational plans.
The platform provides out-of-the-box transformation roadmap templates and initiative management tools, guiding precise sequencing, prioritization, and execution of strategic projects aligned with overarching goals.
Modus Strategy Management Modeller incorporates Transformation Log Management, enabling effective documentation, tracking, and management of changes, risks, and milestones, driving accountability and transparency throughout the transformation journey.
The Modus Assessment Engine is your gateway to unlocking the full potential of your organisation, teams, and people. As a core component of the Modus Enterprise Transformation Platform, it enables you to evaluate, align, and accelerate transformation efforts with precision and confidence. From strategy to operations, from individuals to enterprise-wide portfolios — the Assessment Engine delivers a 360° understanding of your organisational development landscape.
The Assessment Engine plays a pivotal role in ensuring that transformation is not only planned — but actually delivered, adopted, and sustained.
Our Assessment Engine is an advanced digital tool built to support Transformation Planning, Mobilisation, and Ongoing Measurement. It brings sophisticated survey capabilities to every level of change — enabling you to collect, analyse, and act on real, primary insight data. It serves as the foundation for transformation intelligence — surfacing the real factors that determine success, readiness, alignment, and impact.
The engine powers assessments across multiple transformation domains:
VCM Finance-private-equity Value Chain
£ 5,000 GBP
/Month
/Framework
Billed monthly for 6 months
Billed monthly for 3 months
Billed monthly for 3 months
The subscription is priced per month, structured as an OPEX model based on a per-model license, supporting up to 1,000 users. This flexible pricing ensures scalability and cost-efficiency, allowing enterprises to leverage advanced capabilities without upfront capital investment. The subscription continues to be charged unless cancelled.
Transformation Diagnosis Workshop – 5 Sessions
Unlock Your Strategy & Target Operating Model
£ 15,000 GBP
/Framework
/One Time Payment
Billed monthly for 6 months
5 Sessions x 2.5 Hours Each
Billed monthly for 3 months
Transform your business with this powerful, hands-on diagnostic workshop series that bridges strategy with execution. Designed by enterprise transformation experts using the Modus ETP framework, this 5-part workshop delivers a clear pathway from business model clarity to operational transformation.
You will walk away with a Strategy-to-Execution Blueprint and and a defined Target Operating Model, access to the Modus Strategy Modeler based on License subscription, setting the stage for successful transformation programs.
Strategy Management Modeller + AI Intelligence
£ 15,000 GBP
/Month
/Framework
Billed monthly for 6 months
Billed monthly for 3 months
Billed monthly for 3 months
The subscription is priced per month, structured as an OPEX model based on a per-model license, supporting up to 1,000 users. This flexible pricing ensures scalability and cost-efficiency, allowing enterprises to leverage advanced capabilities without upfront capital investment. The subscription continues to be charged unless cancelled.
VCM Finance-private-equity Value Chain
£ 5,000 GBP
/Month
/Framework
Billed monthly for 6 months
Billed monthly for 3 months
Billed monthly for 3 months
The subscription is priced per month, structured as an OPEX model based on a per-model license, supporting up to 1,000 users. This flexible pricing ensures scalability and cost-efficiency, allowing enterprises to leverage advanced capabilities without upfront capital investment. The subscription continues to be charged unless cancelled.
Value Chain Modeller empowers businesses to design, manage, & evolve their value chains.
Design and evolve operating frameworks to drive measurable results while staying future-ready.
Manage programs and projects effectively while delivering results aligned with your priorities.
Navigate transitions confidently while minimizing disruptions and achieving smooth transformations.
Empower leaders and teams to foster growth and drive sustainable success.
Define your strategic vision and seamlessly integrate transformative models across your business.
Design and evolve operating frameworks to drive measurable results while staying future-ready.
Manage programs and projects effectively while delivering results aligned with your priorities.
Navigate transitions confidently while minimizing disruptions and achieving smooth transformations.
Empower leaders and teams to foster growth and drive sustainable success.
Value Chain Modeller empowers businesses to design, manage, & evolve their value chains.
Design and evolve operating frameworks to drive measurable results while staying future-ready.
Manage programs and projects effectively while delivering results aligned with your priorities.
Navigate transitions confidently while minimizing disruptions and achieving smooth transformations.
Empower leaders and teams to foster growth and drive sustainable success.
Define your strategic vision and seamlessly integrate transformative models across your business.
Value Chain Modeller empowers businesses to design, manage, & evolve their value chains.
Manage programs and projects effectively while delivering results aligned with your priorities.
Navigate transitions confidently while minimizing disruptions and achieving smooth transformations.
Empower leaders and teams to foster growth and drive sustainable success.
Define your strategic vision and seamlessly integrate transformative models across your business.
Value Chain Modeller empowers businesses to design, manage, & evolve their value chains.
Design and evolve operating frameworks to drive measurable results while staying future-ready.
Navigate transitions confidently while minimizing disruptions and achieving smooth transformations.
Empower leaders and teams to foster growth and drive sustainable success.
Define your strategic vision and seamlessly integrate transformative models across your business.
Value Chain Modeller empowers businesses to design, manage, & evolve their value chains.
Design and evolve operating frameworks to drive measurable results while staying future-ready.
Manage programs and projects effectively while delivering results aligned with your priorities.
Empower leaders and teams to foster growth and drive sustainable success.
Define your strategic vision and seamlessly integrate transformative models across your business.
Value Chain Modeller empowers businesses to design, manage, & evolve their value chains.
Design and evolve operating frameworks to drive measurable results while staying future-ready.
Manage programs and projects effectively while delivering results aligned with your priorities.
Navigate transitions confidently while minimizing disruptions and achieving smooth transformations.
By leveraging the Value Chain Modeler, retail consumer enterprises can drive sustainable growth and operational excellence. Gain a holistic view of operations, optimize processes, and align strategic planning with market demands to ensure success and a competitive edge.
VCM Finance-private-equity Value Chain
£ 5,000 GBP
/Month
/Framework
Billed monthly for 6 months
Billed monthly for 3 months
Billed monthly for 3 months
Finance-private-equity Value Chain
Resource Capability
.png)
