plexus institutionalizes their processes and creates a leverage-able platform for growth by installing the aim fund management software system
Plexus Capital is a private equity firm based in North Carolina with a focus on the lower end of the middle market. As they’ve grown, they’ve stayed true to their core competitive advantage: sourcing, executing and managing transactions with companies under $100 million in sales. To scale the model and keep their investment discipline, they had to transform their platform.
Says Plexus Partner Michael Painter, “We had over 30 portfolio companies, multiple transactions in varying stages of due diligence, and a diversified and growing LP base. Our execution and reporting requirements were growing exponentially, yet we knew our core competency was smaller deals—and we wanted to continue growing. We just reached a critical mass where we had to address the consistency of data across all our reporting platforms and bring institutional processes to our deal flow, execution and portfolio oversight.”