Category: Articles
-
Implementation Is Not Configuration: Why Private Markets Technology Transformations Succeed or Fail Before Go-Live
Private markets firms continue to invest heavily in technology modernization initiatives, from portfolio accounting platforms and investor reporting solutions to…
-
Beyond Direct Lending: The Operating Model Case for Asset-Based Finance
Private credit’s decade-long focus on direct lending is cooling faster than most managers expected. Their LPs are not asking whether to diversify…
-
Alternatives Are Entering the Wealth Channel. Are Operating Models Ready?
Alternative investments are moving into wealth and retail channels with a complexity that many operating models were not built to…
-
How We Built a Better Real Estate Modeling Stack
For anyone who has worked in real estate asset management, the workflow is painfully familiar: you run your property cashflows…
-
Your competitors should not be your biggest source of inspiration
Something strange happens when it comes to design in asset management; we spend ages talking about independent thinking, challenging consensus…
-
Scattered by Design: Why Alternative Asset Managers Need a Single Source of Truth
Open the average deal team’s laptop and you’ll usually find the same picture: a master pipeline spreadsheet, a separate tracker…
-
Modular, not monologue: rethinking your fund pitch deck
Most fund pitch decks have around 40 slides. Most adviser meetings last 25 minutes. Do the math and you’ll see…
-
The Intelligence Between the Quarters: Rethinking Private Markets Notices
Private markets portfolios evolve continuously, but investors typically gain visibility into those changes through quarterly reporting cycles. For Limited Partners,…
-
The RM Cockpit: From Unified Interface to Intelligent Front Office
Client-facing time for Relationship Managers (RMs) has already declined to around 45% and could fall to approximately 35% over the…