Performance tracking based on EOS Traction methodology
Reporting Period
Q3 2023
Last Updated
Sept 15, 2023
This scorecard tracks critical metrics to ensure the Investment Department is achieving its quarterly goals. Metrics are reviewed weekly.
| Metric | Current | Last Week | Target | Trend | Status |
|---|---|---|---|---|---|
|
Deal Flow Volume New investment opportunities |
42 | 38 | 40 |
|
On Track |
|
Deal Conversion Rate Opportunities to term sheets |
18% | 22% | 25% |
|
Needs Attention |
|
Due Diligence Time Avg. days from LOI to close |
45 days | 48 days | 40 days |
|
On Track |
|
Portfolio Performance Avg. IRR of active investments |
21.3% | 20.8% | 22% |
|
On Track |
|
Underperforming Assets % of portfolio below target |
12% | 10% | ≤8% |
|
Off Track |
Deal flow volume increased by 10.5% week-over-week, exceeding target
Conversion rate dropped to 18% - needs focus in upcoming week
Underperforming assets increased - requires portfolio review
Analyze conversion rate drop and identify bottlenecks in deal process
Schedule portfolio review meeting for underperforming assets
Maintain momentum on deal flow volume and due diligence efficiency