Case Study: CVC Capital Partners

CVC Capital Partners

CVC Capital Partners is one of the world’s leading private equity and investment advisory firms. Founded in 1981, the CVC Group today employs over 400 people in 21 countries throughout Europe, Asia and the US.

“For our investment professionals, it’s vital to seek and find relevant market intelligence fast. The IRP turns our amassed past deal documents into the lifeblood of investment planning and accurate decision making.”

Matthew Green, Head of Information Technology, CVC Capital Partners


A SharePoint Portal for Investment Research and Knowledge Management for a leading Global Private Equity Firm

CVC wanted to realise the value of knowledge bound up in more than 30 years’ worth of documents from past investments and deals. These documents were hard for users to find, being stored in file shares and legacy, home grown applications.

Investment Research Portal

The Investment Research Portal (IRP), built on Microsoft SharePoint Online and Microsoft SharePoint Server, solves many hard problems for CVC. Documents saved by their busy deal teams are now correctly and automatically categorised in several ways – including industry sector, business type, investment date and so on. This is achieved with minimal human intervention using JFDI’s AutoTag add-in for SharePoint and SharePoint Online, which uses overridable rules to apply sensible first-guess metadata and keywords to incoming or existing documents.

Custom Search Refinement

CVC IRP landing page

The huge corpus of documents is fully searchable and refinable in an engaging way, with newly developed animated SharePoint webparts, allowing even novice users to find exactly what they are looking for. The portal also brings together knowledge streams from a variety of external and internal providers. The investment teams are provided with a live feed of stock information and industry sector news relevant to companies in their portfolio. With a single click they are presented with a categorised, highly visual view of all the documents and information CVC has on each company.


Both new and experienced users alike gain proficiency with ease. Subtle elements of gamification have been applied to the features and design of the IRP to make it intuitive and easy and even fun to use. We implemented this with JFDI’s GuideDots for SharePoint and SharePoint Online. Intuitive, end-user customizable help is shown in context on relevant pages throughout their site. Users can dismiss these unobtrusive tips per page, or turn them off completely.

User Introduction Video

JFDI also directed and produced a broadcast quality introduction video for CVC that is shown to portal users on their first visit. The GuideDots user-preference feature ensures we only autoplay the video once. Throughout IRP, CVC branding and design values are maintained, ensuring that users feel at home, immersed in this new, immediately useful information resource.


Country or Region:

  • United Kingdom


  • Finance, Private Equity

Company Profile:

CVC Capital Partners is a private equity firm with over 400 employees worldwide.


  • Microsoft Office 365
  • SharePoint Online
  • Microsoft SharePoint Server
  • JFDI AutoTag
  • JFDI GuideDots
  • React/HTML5/CSS3
  • SharePoint Framework (SPFx)


  • SharePoint Consulting
  • SharePoint Infrastructure Planning
  • SharePoint Build and Maintenance
  • SharePoint Custom Development
  • SharePoint Support
  • Information Architecture
  • Content Migration
  • Design and Branding
  • Gamification
  • Video production
  • Training