For PE firms & fund administrators
Less time assembling reports.
Bring fund data together, reduce repeated spreadsheet work and keep review steps visible.
Describe your workflow →Free for buyers. Start with a non-confidential summary.
Where implementation help can fit
- Collecting data from administrators and portfolio systems
- Preparing recurring reporting packs
- Checking exceptions before reports are approved
Explore the evidence
Holland Mountain
Published case describes combining data from two fund administrators.
Read evidence →Datamatics
Published case describes an IRR calculation engine for a fund administrator.
Read evidence →SolveXia
Published PE case concerns expense analysis, an adjacent financial workflow.
Read evidence →Public-source profiles, not confirmed partners. Capabilities, availability and pricing must be checked for your project.
One brief. A considered introduction.
We review your request, check provider interest and ask you to approve each introduction. We approach no more than three providers for a brief at a time. Your identity stays private until you agree to share it.
Prepare your brief →