Case Study:
TA Associates + Chronograph

How TA Associates Uses Chronograph GP as a Comprehensive Solution for Portfolio Monitoring, Valuations, and Reporting.

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Case Study Takeaways
  • Before adopting Chronograph, TA’s portfolio data collection, valuation, and reporting workflows relied on manual data entry, siloed collaboration, and reconciliation across decentralized files – adding time and complexity to existing processes.
  • In order to sustain growth, TA needed flexible data configuration capabilities to automate and centralize recurring and ad-hoc financial, operational, and qualitative data collection across its portfolio.
  • With Chronograph, TA has streamlined quarterly data collection, valuations, and reporting, enhancing data integrity, analytics, and cross-functional workflows.

“We chose Chronograph because it provided a one-stop-shop for our data management, valuations, and LP reporting workflows. This has been a big win, and there have been significant time savings for everyone involved.”

Alan Lane Principal, Strategic Resource Group, TA Associates

“Prior to Chronograph, our communication with the deal teams relied primarily on email, making it challenging to track valuation submission status in real time. Chronograph provides a centralized view, informing us of both completed and pending collections.”

Rachel Zucker Senior Manager, Finance, TA Associates

“With Chronograph, we don’t have to open an individual Excel file for more than 130 portfolio companies. Instead, we can be self-sufficient and efficient by extracting the data needed.”

Amy Wesseler Investor Relations Reporting Manager, TA Associates

“Having transparency into what type of EBITDA is flowing into valuations has been especially beneficial. Chronograph helps provide transparency into whether the EBITDA figure is on a cash or GAAP basis, if there are any proforma adjustments, or if there have been any changes from the original collection.”

Rachel Zucker Senior Manager, Finance, TA Associates

“The efficiencies we’ve gained from automating elements of our LP reporting in Chronograph have enabled us to provide our LPs with more portfolio company detail, as well as higher-quality information, on a quarterly basis.”

Amy Wesseler Investor Relationships Reporting Manager, TA Associates
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