ALTERIO assists you in your organizational transformation and efficiency projects by addressing the levers of performance improvement: Processes – Technologies – Resources – Governance.
TRANSFORMATION AND CONSULTING
Business processes review
Definition of the master plan
Solution selection
Information governance
Risk mapping
PROJECT MANAGEMENT
Statement of work
Business requirements documentation
Ressources management
User acceptance test
Change Management
OPERATIONAL MAINTENANCE
Documentation updates
Manage changes and enhancement requests
Externalized IT team
Our experiences led us to deal with all the subjects related to the fund management.
We understand and anticipate the needs of each team : Front, Middle, Back, Compliance, Investor Relations.
CRM
Fund raising, Deal Flow, ecosysteme management
Portfolio Management
Portfolio companies tracking and monitoring, KPI, ESG
Gestion des fonds
Waterfalls, notices, instruments, valuation, loans
Investor portal
Marketing and data-room, communication
Accounting
PCG, PCEAC, LuxGap, IFRS
Risks and compliance
AML, FATCA, RGPD, AIFMD, KYC
Team
Vendors tracked
Realised projects
Cumulative years of EXPERIENCE
Olivier BASSET
CEO – Partner
Zied ALOUANI
Partner
Cyril NIKONOFF
Partner
Hop Anh TRAN
Partner
Let’s talk about your project
Your project is our priority. Defining the scope, elaborating solutions and implementing them with you is at the heart of our expertise and know-how.
