Fewer tools, better connected.
We start from the problems your investment teams need solved, then make the tools you choose work with what you already run.
Part of
One programme, alongside Investment Governance and AI Enablement.
Worth asking
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01
Which number in your last IC pack took the longest to agree?
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02
Do you need another tool, or do the ones you have need to talk to each other?
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03
Is your next platform decision being made on requirements, or on demos?
The landscape
Hundreds of tools. A handful of problems worth solving.
The LP and GP technology market now spans hundreds of products. We start from your problems, not the vendor list, and help you decide which problems matter, which tools you actually need, and how they fit together.
Where the tools cluster
- Fund administration and accounting
- Keep it in-house, co-source or outsource?
- Portfolio monitoring and analytics
- Which look-through do your teams actually use?
- Reporting and portfolio intelligence
- One version of performance, from LP report to IC pack
- Data infrastructure, automation and AI
- The layer that makes everything else work, or not
- CRM, workflow and operations
- Deal flow, capital calls and the handoffs between them
- Market data, benchmarking and due diligence
- Bought once, used everywhere, or bought three times
Who's in the room
- CIO and investment teams
- CFO and finance
- CRO and risk
- COO and investment operations
- CTO and the data office
- Internal audit
Who we work with
Pension plansCrown and public financial institutionsFamily officesFund managers and GPsInstitutional LPsHow we help
How we help
Rationalise the stack
Which tools you need, which overlap, and which problems none of them solve.
Integrate around your data
What you choose connected to what you already run, around one data model you own.
Make it stick
Selection, implementation oversight and adoption, until the numbers agree without effort.
Where to start · 2–3 weeks · fixed fee
Platform & Data Diagnostic
Where your numbers break, which tools earn their keep, and what to fix first.