Alternative Investments:

Consulting Services

 

We assist firms in developing fund management strategies that enable operational support to scale rapidly without additional headcount. Insights to complex fund investment strategies, operational requirements and associated Front, Middle and Back Office processes enable Private Equity firms and Hedge Funds to achieve reductions in operating costs and risk. Unbiased 3rd party vendor evaluations help our clients avoid unnecessary capital costs.

Alternative Investments: Consulting Services


• Investor Portals
• Data Governance Strategy and Operational Models
• Fund Inception Management
• Fund Management, Integration Strategy and Workflow Design
• Vendor Evaluation and Selection
• Order Management System
• Execution Management System
• CRM
• Legacy Modernization
• Collaboration
• Digital Transformation strategy (AI, ML, RPA)

Technology and Infrastructure Services

  • Centralized Infrastructure support services
  • Remote access solutions
  • Cloud support services
  • Service now – help desk
  • Business continuity
  • Application support
  • Intranet support
  • Document / content management

Fund Business Process Services

  • Corporate accounting
  • Fund accounting operational support
  • Shadow accounting
  • Partnership accounting
  • Expense allocations
  • Cash reconciliation and settlement

Delivery Models

  • Hybrid Captive Center
  • Center of Excellence 

Artificial Intelligence generates operational savings


Artificial intelligence (AI) offers tremendous potential to Alternative Investments. To take full advantage of AI solutions, executives need to gain a foundational understanding of AI and its potential impact on business processes and customer insights. This paper describes six practical use cases that PE firms can implement now to reduce operational costs and accelerate growth.

Reduce operating risks through Data Governance


Establishing a rules-based system to understand how data is sourced and used across multiple processes can significantly reduce data duplication and reporting errors. Data Governance, incorporating a strong Master Data Management model, ensures the correct data is used across multiple applications and systems. Better data management reduces errors and delivers greater efficiencies and time savings. Learn more our Data Governance Services.