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Consulting Services | Overview

We offer a range of services with one common aim – to improve the effectiveness of our clients’ operations.

We focus upon finance, funds administration and HR systems that support the following functions:
  • Funds administration, accounting and reporting.
  • Investment accounting, monitoring, valuation, reporting and deal flow.
  • Performance measurement, IRRs, multiples, etc.
  • Contact management.
  • Management company – accounting, consolidation, reporting, budgeting, payroll, accounts payable, etc.
We welcome all enquiries and will tailor an approach to meet your specific project requirements. Initial discussions, including a site visit, are not charged for. The services below show our typical phased approach to a full systems selection and integration project.

Walkthrough - An Introduction to Private Equity Technology
Current State Systems Review
Future State - Feasibility Study
Software Selection
Software Integration

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Consulting Services | Overview
We offer a range of services with one common aim – to improve the effectiveness of our clients’ operations.

We focus upon finance, funds administration and HR systems that support the following functions:
We welcome all enquiries and will tailor an approach to meet your specific project requirements. Initial discussions, including a site visit, are not charged for. The services below show our typical phased approach to a full systems selection and integration project.

Walkthrough - An Introduction to Private Equity Technology
Current State Systems Review
Future State - Feasibility Study
Software Selection
Software Integration