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Challenge

This firm had a high-profile joint venture with a major global investment partner, which also happened to be its second-largest shareholder. The firm needed JV approval for every deal and asset decision, but the process was slow, unclear, and frustrating for all stakeholders.

At the same time, board and executive leadership needed to evaluate major financial decisions, but there was no standardized system for reviewing deals—making approvals inconsistent and time-consuming.

The company needed a scalable, transparent approval process that improved efficiency, strengthened relationships, and accelerated decision-making.

Solution

Prism Edge led a comprehensive transformation of both the JV approval and executive decision-making processes, ensuring alignment across all stakeholders.

• Redesigned the JV approval process – Engaged directly with the JV partner to understand their approval requirements, then built a system that gave them exactly what they needed upfront—eliminating delays and unnecessary back-and-forth.

• Standardized financial analysis for major executive & board approvals – Developed a repeatable financial model (Pro Forma) that became the company’s official framework, ensuring consistent, structured deal evaluation at the highest level.

• Optimized executive & board reporting – Built a structured, repeatable format for presenting investment decisions, making it easier for leadership to compare opportunities and make faster, more confident decisions.

• Led high-stakes investor meetings – Served as the key point of contact in quarterly meetings with the firm’s second-largest shareholder, strengthening alignment and ensuring investor confidence.

Impact

By removing bottlenecks and ensuring executives, the board, and the JV partner all had what they needed upfront, we transformed a slow, fragmented process into a high-efficiency system.

• Faster JV approvals & execution – The partner had full confidence in the process, eliminating roadblocks to deal approvals.

• Stronger investor relationships – The firm’s second-largest shareholder gained more trust and transparency in decision-making.

• More efficient executive & board decisions – Leadership had clear, structured financials and reports, making high-stakes approvals faster and more precise.

• A repeatable, scalable decision-making system – Every approval—whether at the partner, executive, or board level—became structured, predictable, and streamlined.

This wasn’t just about speeding up approvals—it was about building a smarter, more efficient organization that operated at the highest level.

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