Portfolio & Investment Data Collection

Clean data, first time

We help alternative managers streamline portfolio and investment data collection – from process design through to validation and aggregation.

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Services

How we help clients seize opportunities, maximize value and build resilient, high-performing businesses

Service

Data Aggregation & Consolidation

Service

Data Collection Process Design

Service

Data Validation & Quality Checks

Service

Portfolio Company Reporting Templates

Meet our capability experts

View Mike Tracy Bio
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Mike Tracy

Head of Front and Middle Office Practice, North America

View Travis Broad Bio
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Travis Broad

Head of Front and Middle Office & Finance and Operations Practices, EMEA

View Emily Salter Bio
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Emily Salter

Global Head of Finance, Accounting & Operations Practice

View Jason Almeida Bio
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Jason Almeida

Global Head of Limited Partner Services Practice

View Tom Brewer Bio
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Tom Brewer

Partner, Private Markets Europe

View Alex Glaister Bio
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Alex Glaister

Head of Credit Client Segment and Strategic Advisory, North America

View Matthew Semenza Bio
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Matthew Semenza

Partner, Finance, Accounting & Operations

View Marlena Badway Bio
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Marlena Badway

Partner, Real Assets

Other capabilities

Business Process Management
Capability

Business Process Management

Efficient operations and consistent outcomes

Property Management Accounting & Operations
Capability

Property Management Accounting & Operations

Clear financial control

Benchmarking, Research & Analytics
Capability

Benchmarking, Research & Analytics

Compare industry and peers

Contact Us

Get in touch

Have a question? Ready to talk? Message the Alpha team and we’ll get right back to you.