Outlook Consulting Co., Ltd.

Investment timing: 2019/3
Deal type: Business Succession
Fund: AG II
Status: Exit

Investment Background

Outlook Consulting is a software company, which provides license sales, implementation consulting, and maintenance services for “Sactona”, a business management software. Aspirant Group invested in the company based on the theme of further growth under the increasing demand for software to improve corporate productivity, in response to the business succession needs of the company’s founder.

Post-Investment Activities

Development of Infrastructure

• Development of an accounting management system
• Design/management of meeting structure
• Development of Corporate Infrastructure (Introduction of incentive plan)

Rationalization

• Pricing Strategy (Implementation of appropriate pricing of services)

Support for Growth

• Sales Support/Sales Channel Expansion, etc. (Improvement of proposal capability/ strengthening of sales capabilities, including reduction of lead time between making proposals and receiving orders, etc.)
• Sales Support/Sales Channel Expansion, etc. (Developing a service lineup that takes into account customer budgets, such as “Small Plan.”)
• R&D/Capital Investment (Reinforcement of product competitiveness through software upgrades/new product development, etc.)

Exit

In 2023, the company was newly listed on the Growth Market of the Tokyo Stock Exchange and we sold a majority of ownership. Subsequently, in 2024, Money Forward Cloud Management Consulting Co.*1 conducted a tender offer for the shares of Outlook Consulting Co, and the company became a group company of Money Forward (while it continues to be listed).

*1 A wholly owned subsidiary of Money Forward (Headquarters: Minato-ku, Tokyo, TSE Prime 3994)