Systems & tools integration
Integrating private equity systems & tools
Specialist private equity tools bring real value, but integrating them into an existing ecosystem is rarely simple. We implement these solutions, connect them properly and ensure the quality of the data flowing between them.
Tools we cover
From CRM to investor portals
CRM & deal flow
Fund administration
Portfolio monitoring & valuation
Investor portal & onboarding
Our market watch covers more than 190 vendors serving asset managers, which keeps our recommendations objective.
Our approach
End-to-end integration, under control
- Configuration Functional set-up of screens and workflows to match your processes.
- Interfaces Specification and design of data flows between systems: CRM, fund administration, portals, data warehouse.
- Data migration Extraction, mapping and migration of historical data from spreadsheets, Access databases and legacy tools.
- Data quality Control rules, de-duplication and data cleansing.
- Testing & go-live Functional and technical testing, defect management, go-live supervision and post go-live support.
- Training & documentation User training and guides written around your specific processes, alongside the vendor’s documentation.
Typical data flows
Data that flows without re-keying
- Synchronising investors, contacts and vehicles between the CRM and the fund administration system.
- Feeding the investor portal with positions, capital calls and distributions from the fund administration system.
- Centralising portfolio company KPIs in a portfolio monitoring tool or data warehouse.
Let’s talk
A tool to roll out, connect or make reliable?
A first conversation to frame your project, with no commitment.