Microsoft Dynamics ERP for Venture Capital and Holding Companies

Dynamics GP for Holding CompaniesDynamics 365 for HoldingOver the past 25+ years our team has worked with a number of large Venture Capital, Private Equity, Holding Companies and multi-national conglomerates.  For each, their interests were both in their own ability to consolidate and manage multiple investments and remote operations, as well as, redefine and enhance the efficiency of their subsidiaries, growth oriented assets and investments by quickly implementing a Microsoft Dynamics GP ERP and CRM with the flexibility and financial controls needed to succeed. 

The scalability and flexibility of Microsoft Dynamics GP (Dynamics Great Plains), Microsoft Dynamics 365 CRM and the Microsoft Cloud-based applications such as Azure and Office 365 help to rapidly implement new processed to break down geographic barriers and silos of information contained within various operating entities.  To take advantage of a shared knowledge pool, we recommend using the same ERP and CRM platforms (implemented separately or combined using Multi-Entity Manager) to support both your financial operations as well as the financial operations of your investments / subsidiaries.  Thus with the ease of use and familiarity of the Microsoft Dynamics capabilities and user interface (similar to MS Office) new users acquired via mergers, acquisitions or organic growth can quickly get up to speed, be productive and contribute to the bottom line. Also see Prophix for Microsoft Dynamics GP - ERP  for Financial Consolidations, Budgeting and Forecasting  Also see: Restaurants and Retail Franchise Management

With Microsoft Dynamics GP, Dynamics CRM, Azure and Office 365
Venture Capital and Holding Companies’ are able to:

• Consolidate financials for various operating units
• Reduce reporting administrative costs through automation and executive dashboards
• Work in multiple currencies and foreign exchange valuations
• Meet local and foreign government reporting requirements
• Easy access to monthly financial reporting and earnings ratios
• Manage budgets
• Oversee payments and charges
• Run and post balanced scorecards, business analytics, and KPI's
• Efficiently monitory and manage cash flow
• Calculate per customer profitability
• Calculate % Return on funds employed (ROFE) by investor
• Utilize inter-company transactions across multiple companies
• Monitor your financial position at any time
• Automate cyclical, subscription, annual contract, and usage, metered or tiered billing schedules
• Leverage the power of business intelligence and ad hoc query tools

About Endeavour and our Dynamics Consultants

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Silver CRM & Cloud Partner focusing on consulting, development, implementation, upgrades, support and training for Microsoft Dynamics GP (Great Plains), Dynamics CRM, Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a President's Club Member.


With over 450 active clients, Endeavour Solutions is in the 
top 5% of Microsoft Partners worldwide with consultants working from our offices in: Toronto, Halifax, Montréal, and London and remote support for the USA.  Our 25+ years of success is due to our focus on our customers, our people and our 
core values of integrity, trust, and accountability.  

 

If you are interested in learning more about the functionality within Microsoft Dynamics GP, Microsoft Dynamics CRM, Azure and Office 365 and Endeavour’s advisory consulting services, please Contact our sales team and reference your desire to work with a Microsoft partner with industry specific expertise.
  

New to Dynamics GP ? View our videos and interactive product demontrations

Dynamics GP Tutorial
 Link - Dynamics GP Videos
 

Microsoft Dynamics GP Toronto        Microsoft Dynamics GP Halifax, Montreal, Toronto


Microsoft Dynamics GP Demo for Holding Companies and Venture Capital Conglomerates - (24 min.)

The following demo developed by Endeavour Solutions provides a look into the navigation for Dynamics GP 2015 R2 and covers key items including:
- Intro Navigation (What does Dynamics GP look like?)
- Managing multiple operating entities using Multi-Entity Manager
- Payables transactions
- Split transaction costs
- Inter-company allocation accounts
- Writing cheques – central or decentralized
- Finding transactions by vendor – across multi entity
- Drill down looking at invoicing
- Payables Trial Balance report

- Smartlists

And next steps...

  

Microsoft Distribution ERP

Venture Capital software Dynamics GP
 

BI and KPIs for Venture Capital and Holding Companies

Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:

  • Profitability and Berry Ratio
  • % Return on Funds Employed
  • Gross Profit per Product Line
  • Profitability per Customer
  • Financial stability
  • Forecasts and Valuation
  • Liquidity
  • Asset / Portfolio Management
  • Hedge Accounting
  • Employee Utilization

  Also see Prophix to Super Charge your Microsoft Dynamics GP - ERP

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