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Technology is nothing without the right people using it. We work with and identify best in class systems. We know which systems work best, based on how your business teams operate and the technology you currently use.
All firms will have varying requirements and needs from the technology they use. As firms grow they typically go through stages, the below highlights indicative technology stacks firms would benefit from, in addition to how a firms team might be split at a macro level.
Existence
CRM / Basic IT infrastructure
Front office, basic middle, fully outsourced back.
Survival
CRM / Portfolio monitoring / Investor portal / IT Infrastructure
Front office, growing middle, fully outsourced back.
Success / Growth
CRM | PM | Portal | Finance | LEM | Fund Accounting | IT infrastructure | Cybersecurity
Front office, refining middle, planning co-source of back office.
Tech & data specific support / guidance from advisory firms
Take off
CRM / PM / Finance / LEM / Fund accounting / KYC / Compliance / Datawarehouse / IT Infrastructure / Cybersecurity
Front office, middle office, in-source of key back office functions.
Growing tech / data team.
Diversity
CRM / PM / Finance / LEM / Find Accounting / KYC / Compliance / Datawarehouse / IT infrastructure / Cybersecurity
Front office, middle office, value add back office in house, outsource as necessary.
Data team & system flexibility to bring in new platforms
Maturity
CRM / PM / Finance / LEM / Find Accounting / KYC / Compliance / Datawarehouse / IT infrastructure / Cybersecurity
Front office, middle office, value add back office in house, outsource as necessary.
Data team & flexibility, assessment & continuous improvement.
CRM & Opportunity tracking
Performance reporting
Data led deal sourcing
Business development tools
Productivity & workflow
Investor portals
Portfolio monitoring
Legal Entity management / cap tables
Treasury / AP
Forecasting / Analysis
Fund accounting
SPV accounting
Financial statements
Regulatory compliance
Tax reporting
Cyber security
Internal policies & procedures
Asset management & Tracking
Cyber security
Internal policies & procedures
Asset management & Tracking
Cyber security
Internal policies & procedures
Asset management & Tracking
Affinity is a CRM favoured by VC's and other asset managers. We have experience with Affinity and integrating it with Snowflake and other downstream platforms.
AtomInvest covers a wide range of use cases and tailored to the alternative asset industry. Its a platform we have a good understanding of and see it going from strength to strength.
Juniper Square is a platform we have known since its early days focused on Real Estate. It has grown and continues to excel now covering multiple asset classes. We always knew this was one to watch.
DealsPlus provides a single source of truth for capital structures and updates to your valuations, share registers, and more.
Maybern is platform specifically built to meet the demands of an asset firm and the complex calculations required by the office of the CFO.
Anaplan can cover a huge array use cases, yet it needs configuration and typically an internal team to truly leverage its capabilities and ROI. We have experience with successful implementations.
ATLAS by Holland Mountain is a leading data platform built for the private capital industry. With prebuilt connectors to many of the platform utilised in the industry both by fund admins and asset managers.
We have extensive experience implementing, migrating from and to FIS Private Capital Suite (aka Investran). Please do contact us for any support or guidance on this full service fund administration and accounting solution.
A platform that consolidates your data to provide pixel perfect financial reporting. In addition to seamless collaboration across internal and external teams. Workiva is a platform we both know and love.
Orca is a legal entity management platform capable of being the source of truth for structure charts, entity management and regulatory reporting. Firms start and end with an entity, a well managed LEM is vital to any tech stack.
Beacon is a platform from the Altair group covering governance, risk and compliance developed in partnership with Decision Focus for the financial services industry.
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We have both managed and implemented Google workspaces for organisations ranging from 2 to 150 users across multiple jurisdictions.
Its rare that you find a firm that does not use Microsoft for either their core infrastructure or simply to use its office products. We have experience with both.
Snowflake a datawarehouse solution in the cloud. We have experience configuring snowflake as centralised datawarehouse for reporting and effective data flow to and from platforms.
Ally Partners (pronounced Alai Partners) is the business name for Ally Limited
a registered company based in Jersey, Channel Islands