by Jonathan Connelly | Nov 15, 2024 | Case Studies
Background About the client: Our client is a European-based global private equity firm with over US$140 billion in assets under management in private equity, infrastructure, real estate, private credit and royalties. The group has over 20 offices across Asia, Europe...
by Jonathan Connelly | Nov 7, 2023 | Back-office, Case Studies, Insights, Thought Leadership
The Client: A leading Venture Capital manager headquartered in Guernsey. BackgroundThe firm’s process for the capture & recharging of invoices and expenses was time-consuming, manual and inefficient. The Finance team was manually collating invoice & expense...
by Jonathan Connelly | Nov 10, 2022 | Back-office, Jon, Thought Leadership
Every year, many Private Capital firms reach out to us asking for help selecting a new fund administrator. The existing service model may not align to the firm’s needs, or relationship management issues may have resulted in a breakdown of communication, with no clear...
by Jonathan Connelly | May 4, 2021 | Back-office, Jon, Thought Leadership
The operations function is an integral part of any successful Private Capital firm. The remit of a typical CFO or COO role has undoubtedly increased in recent years, through the introduction of new regulations and technologies, investor complexity and information...