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Case Study
Integrated operations suite transforms back-office for private markets specialist
Client type
Alternatives Managers & Private Markets
Client Challenges
A leading private markets specialist managing over $950bn faced critical inefficiencies across investment execution, NAV oversight, and tax compliance. Reliance on manual, disparate systems created instability, governance gaps, and growing risk of missed regulatory deadlines. Centralization and automation were urgently needed across all three functions.
alpha approach
Alpha deployed three integrated solutions built on a unified technology stack. The investment execution platform (OneX) centralized deal workflow across investment, legal, tax, and accounting teams. Dedicated production support stabilized the NAV oversight application, while a new tax oversight platform automated compliance and filing workflows. Cross-functional collaboration replaced fragmented spreadsheet-based processes. Together, these solutions delivered a step-change in operational control, accuracy, and governance across the firm’s back office.
How we delivered lasting value
Turning insight into impact
Centralized deal tracking strengthens investment governance
OneX provides integrated IC voting and a full audit trail across all teams. Pipeline visibility and workflow control improved significantly.
Daily reconciliation drives NAV accuracy and stability
Automated daily transaction and monthly SOI reconciliation replaced an unstable legacy application. Performance and reporting accuracy improved materially.
Tax compliance risk eliminated through centralized dashboard
A single platform now tracks all legal entity tax returns and deadlines. Spreadsheets were eliminated and real-time collaboration with external preparers enabled.
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