Platform
Automating the processes of your funds' finance function
Tools to automate the processes specific to the finance function of investment funds. They are built assignment by assignment, close to the work.
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Helping you think through your needs
Mapping your processes and spotting what is worth tooling: repetitive tasks, re-keying, the files that travel between teams and providers.
Optimising what you already have
Getting the most from your current files, tools and providers, before adding anything.
Building bespoke tools
Automating the processes specific to your fund, close to the work.
- Investor KYC: collecting documents and keeping files up to date over time, without chasing every document.
- Capital calls: preparation, notices and payment tracking, with no re-keying.
- Reporting: data entered once is reused from one report to the next.
Why now
Artificial intelligence is now part of every team’s working day, and the finance function is no exception. Tools that modernise its core make the finance function more scalable, more robust and more effective.
Frequently asked questions
- Do you need new software to automate your finance function?
- Not necessarily. The approach starts from your current processes and tools: part of the gain often comes from using them better, before any bespoke development.
- Which processes should be automated first?
- Those that are frequent, repetitive and error-prone: collecting and updating KYC, preparing capital calls and tracking payments, or producing reports.
Read on
- Fund OperationsSubscriptions, capital calls, investments, distributions and cash, across the life of the fund.
- Investor ReportingLP reporting, quarterly and annual reports, relations with institutional investors.
- AdvisoryA part-time CFO or a specific assignment, for the management company and its funds.
Let’s talk about what you need.
A first conversation to understand your organisation, your funds and your timing.