Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Video
Customer Stories
Empowering Fund-Wide Transformation Through Modern Operations
A leading Midwest real estate investment manager with over $10 billion in assets maintained a vertically integrated approach to fund operations. Their in-house model provided strong control but relied heavily on manual processes and Excel-based workflows.
Real Estate
Operating Model
Implementation Process
Data Quality
Video
Customer Stories
Scaling with Control: How a Multi-Fund Manager Transformed Operations While Navigating Team Challenges
A rapidly growing investment firm managing approximately 15 closed-ended funds and multiple co-investment vehicles across venture capital and private debt had reached a turning point. Their small but capable finance team had built strong internal processes—but those very processes were struggling to keep pace with the firm's growth.
Operating Model
Data Quality
Implementation Process
Video
Customer Stories
How an $8 Billion Fund Turned Administrator Problems into In-House Control
The CFO of an $8 billion real estate debt fund manager in New York faced mounting problems with their sole fund administrator. Poor quality control, high team turnover, and frequent mistakes were impacting operational efficiency across critical functions. The administrator's siloed team structure made things worse—communication barriers created delays, particularly when addressing complex waterfall calculations or responding to investor queries about performance data.
Real Estate
Data Quality
Operating Model
Investor Reporting
There are no results for those keywords. Please use different keywords or, if you don't see what you're looking for, get in touch with our team!
Get in touch