With fundraising continuing to challenge private market firms, enhancing the investor experience has emerged as an important differentiator. Currently, investors navigate a mixed landscape of operational processes that can impact their engagement and satisfaction...
Discussions around ‘in-house’ vs. outsourcing operations have been more prevalent in recent months among our GP clients. Whereas previously such discussions were mostly limited to wholesale outsourcing of back-office functions or LP fundraising, it is increasingly...
Is your team struggling to keep pace with the increasing demands of Sustainable Finance Disclosure Regulation (SFDR) data collection and reporting? As organisations strive towards SFDR compliance, asset managers find themselves in a delicate balancing act –...
AI technology is not new. It has been around for years. In the past 18 months, new mainstream tools like OpenAI’s ChatGPT and CoPilot are making AI more accessible, with day-to-day use cases that work for many sectors. Private equity firms are under pressure to be...
Middle office software failing to deliver for private capital firms is a scenario we encounter frequently. In some cases, an inadequate software selection process fails to identify fundamental limitations and misalignment with key requirements from the outset,...
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...
