Private Markets Operations
Discovery to Delivery

Operating model design for complex, multi-source, multi-stakeholder functions supporting Private Markets asset, fund and investor services.

THE DATA JOURNEY; GOVERNANCE, MANAGEMENT & ACCESSIBILITY IN THE AGE OF AI’ EVENT

Bhavin Shah, Head of ServiceNow Practice
will be attending ‘In The Clouds @ The Shard’
(The Data Journey; Governance, Management and Accessibility in the Age of AI)
on Thursday 10th July 2025.

Key services

Operating Model Design

Strategic change response: mapping current state, assessing routes to goal, aligning stakeholders on future state.

ServiceNow Advisory

Matching business need to the vendor offerings. Aligning internal and external resource for effective platform management. Making ServiceNow perform for you.

Outsource Advisory

Functional and service outsourcing: readiness review, service design, shaping an engagement, partner selection.

20+
years
 
2012
ENGAGEMENTS
0
Projects
0
  • Deal Flow & Approval
  • Corporate Admin Service Design
  • Tax Process Review
  • Investor Portal Administration
  • Fund Administration Solution
  • CRM Solution
  • Programme Governance
  • Portfolio Reporting
  • Business Integration
  • Platform Standardisation
  • Reference Data Modelling
  • TOM Design
  • Change Programme Management
  • Organisation Design
  • Vendor Selection & Management
  • Data Migrations
  • Operations Health Check
  • Change Programme Review
  • Vendor Mediation
  • Deal Flow & Approval
  • Corporate Admin Service Design
  • Tax Process Review
  • Investor Portal Administration
  • Fund Administration Solution

Over the past 20 years we have shared in the development of a sector which has become the stand-out asset class, attracting increasing allocations from global investors. 

Since 2002, we have been supporting enterprises in the Private Equity sector respond to the opportunities offered by technology, meet the demands of investors and regulators, and scale their business operations.

We have worked with many of the business models represented in our sector
  • private capital
  • private credit
  • real estate
  • fund of funds
  • development and sovereign wealth funds
  • third party administrators.