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.