what we do

We are experts when it comes to systems and the Private Equity industry. We deliver solutions to streamline and optimize the Private Equity systems lifecycle from front to back office, including:

• Fundraising and Investor Relations
• Deal flow management
• Partnership accounting and performance reporting
• Portfolio Monitoring
• Customer Relationship Management (CRM)

We regularly act as a CIO for organizations who do not staff that role internally. As your trusted advisor, we help guide all aspects of the use of technology within your business, including: 

• Technology Stack Design
• Cybersecurity and Risk Management
• Office Productivity Tools
• "Right-sized" Cloud Migration 
• Disaster Recovery and Business Continuity Planning
• IT Policy and Process creation and review

If you are an IT professional and seek to have your own plans and initiatives vetted and blessed for your colleagues and partners in management -- we will provide the objective review, analysis, and validation you need to turn those plans into reality. Additionally, we will review and support staffing, budgeting, and resource planning processes.