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Fund Strategy and Operations

Facing unprecedented uncertainty and change, principal investors and private equity firms are exploring new ways to drive growth and performance. BCG helps them navigate the shifting landscape.

Investment funds, irrespective of scale or scope, must uncover innovative ways to grow and differentiate themselves while ensuring that their underlying operating models are continually fit for purpose. Fund investment strategy, private equity operations, and people and governance topics are now core C-suite agenda items.

Funds are increasingly expanding into new sectors, geographies, and asset classes, and rethinking engagement models with portfolio companies. Momentum is building in key areas, as funds double down on ESG investments, invest in digital and analytics capabilities, and optimize around people and organizational topics.

Our Approach to Private Equity Fund Operations and Investment Strategy

Our fund strategy and operations consulting teams work closely with private equity firms and principal investors to optimize five core capabilities:

  • Mandate and Fund Investment Strategy: Which asset classes and sectors should you focus on—and where are the most promising new growth opportunities?
  • Value Creation Strategy: How do you best engage with your portfolio companies to help them create more value?
  • Governance, People, and Organization: What is the most effective governance model, talent strategy, and organization design to deliver on your mandate?
  • Digital and Analytics Innovation: How do you integrate digital and analytics throughout your fund investment strategy to uncover disruptive opportunities?
  • Operating Model and Technology: What’s the optimal private equity or principal investor operating model and technology framework to execute your fund strategy?

We are thought leaders in the field of fund investment strategy and private equity fund operations, helping leading firms anticipate future trends in the industry, envision the next iteration of their business models and private equity operations, and embed digital and analytics across their value chains.

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Expand Research Works with Leading Financial Institutions

Expand, a BCG specialty company, helps leading principal investors and private equity funds further improve their internal processes by providing access to the most detailed operating and technology benchmarks in the world today.

What Sets BCG Apart: Cutting-Edge Operating Models and Technology

BCG excels at reconfiguring private equity operations with new operating models and updated technology infrastructure to prime principal investors and private equity firms for success. Our holistic approach includes three key pillars: modern technology platforms based on modular architecture, a formalized data strategy and governance process designed to unlock insights, and an organization and culture shift that embraces new ways of working.

    Technology and Platforms

    Data Governance and Insights

    Organization and Culture

    Client Success in Fund Strategy and Operations

    BCG’s fund strategy and operations consulting work has driven significant impact for leading principal investors and private equity firms globally, on a number of topics related to fund investment strategy. Examples include:

    Our Insights on Private Equity Fund Operations

    Meet Our Private Equity Fund Strategy and Operations Consulting Leaders

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