Due to growing demand for enriched data to support business decisions, PE firms are continuously investing money in new technology to support their back, middle and front office processes. Unfortunately, there is somewhat of a misconception that these solutions can...
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...
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...
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...
The client A leading portfolio finance provider for Private Capital investors. $8.5bn raised since 2008 across 6 funds and mandates, resulting in 70 investments, supporting Private Capital management companies, funds and institutional investors across North America...
