Alternative Asset System Selection

Navigating the vendor market, to rapidly select a global, end-to-end alternative assets software platform.

Client Challenges

The client needed a global software platform to support c.£80bn of assets across private equity, real estate and fund of funds.

They needed to select an end-to-end platform for this; to provide coverage of deal flow, investment strategy, portfolio management, reporting, due diligence and fund administration.

Alpha Approach

  • Rigorous definition of business requirements
  • Detailed analysis and summary of the vendor market place
  • Facilitation of all client and vendor demonstration workshops
  • Commercial negotiations with the shortlisted vendors
  • Assessment of vendor implementation capabilities
  • Formal and informal reference checks for shortlisted vendors
  • Recommendation to client executives of the chosen provider

Client Benefits

The client made use of Alpha’s in depth knowledge of the software vendor market, to enable a fast tracked RFP process with rigorous pre-sale examination of the vendors. Alpha’s knowledge of best practice and commercial negotiations gave them a truly cost effective solution.

As a result of business case and steering committee presentations, the client could rapidly sign off and expedite the next stage of the project.

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Client Types

  • Global asset manager

Sponsor

  • COO

Functions

  • Investment through to administration

Geographic Scope

  • Global

Fund Types

  • Listed and non listed private equity vehicles
  • Real estate (direct and indirect)