Blog

Private equity (PE) and venture capital (VC) firms operate in a space where complexity grows faster than their internal frameworks can adapt. As they expand, their technology stacks usually grow in various directions, with new tools added over time to meet their particular needs. However, these systems often operate in isolation, creating workflow gaps, conflicting data, and delayed processes. Firms are now looking for solutions that consolidate data, unify workflows, and augment the entire fund lifecycle. A McKinsey survey notes…...

Private equity and venture capital firms operate in fragmented, data-intensive environments. Each fund cycle involves numerous transactions, portfolio updates, and compliance checks that depend on timely, accurate information. But traditional workflows, such as spreadsheet consolidation, email-based reviews, and manual reconciliations can’t sustain the scale or responsiveness required for modern portfolio oversight. In fact, EY reports that complex architectures have doubled compliance costs over the past decade and made it increasingly difficult for firms to maintain a “single source of truth”…...

Fund managers receive information from multiple sources—spreadsheets, PDF summaries, corporate decks, and unstructured emails from analysts or portfolio companies. Receiving information from disparate sources often results in delays and inconsistencies, limiting the ability to make prompt, well-informed decisions. Efficient operational workflows are therefore essential, especially given PwC’s forecast that by 2027, 16% of asset and wealth management firms will be absorbed or displaced — twice the historical rate — primarily because they failed to modernize processes, technology, and reporting. Strong…...

Fund accounting in alternative investments has always been a complex and multifaceted discipline. Between capital calls, distributions, NAV calculations, and investor reporting, each process relies on multiple data sources, cross-functional coordination, and precise timing The stakes are high, and even minor errors can have a ripple effect on investor relations and compliance workflows. Yet over 30% fund managers still rely on spreadsheets for critical portfolio management functions. As funds expand and portfolios become more diverse, the operational pressure intensifies. Manual…...

Don’t you think it’s a cause for caution when a limited partner (LP) asks you: Why do they receive their performance updates weeks after a major market move? Why doesn’t their dashboard include a metric relevant to them? Why do their reports look identical to everyone else’s? This mismatch can cause LPs to pause and wonder if you truly understand their portfolio and if their risk preferences and capital strategies are being taken into account. Research confirms it. PwC reports…...

Data connectivity in fund management is mission-critical. Still, 48% of asset managers cite the speed of inbound data as a central challenge to effective decision-making. With the industry expectations changing, fund managers cannot afford to rely on siloed data systems or delayed signals. They must integrate interoperable structures that support smooth data connectivity in fund management via cloud-native platforms, open APIs, and AI-driven insights.  In this guide, we walk you through fund management trends that shape the industry, technology supporting…...

For anyone responsible for managing fund operations in the 2020s, one thing still rings true: critical data continues to live in too many places, from investor portals and compliance platforms to fund accounting software and internal spreadsheets. The fragmented setup may work in a fund manager’s favor or at least not cause them a lot of problems under specific conditions, such as: ・When the fund size is small or the investor base is limited ・When the fund operates in jurisdictions…...

We’re halfway through 2025, and if there’s something that makes more sense than ever, it’s that regulatory complexity is rising fast across private capital markets. From investor screening to cross-border tax management, all workflows are likely being strained by: ・Manual KYC checks ・Prolonged due diligence cycles ・Fragmented or inconsistent data handling These traditional approaches to compliance unnecessarily create friction, slow critical transactions, and increase operational risk. Thomson Reuters reports that 73% of compliance professionals expect a sharp growth in regulatory…...

The regulatory landscape for international tax compliance has become significantly more demanding, particularly with the introduction and global adoption of frameworks like the US Foreign Account Tax Compliance Act (FATCA) and OECD’s Common Reporting Standards (CRS). While FATCA requires non-US financial institutions to report information on US account holders to the IRS, CRS mandates the automatic exchange of financial account information between participating countries to combat tax evasion. Together, these frameworks have created a comprehensive global reporting network that leaves…...

Fund accounting is a unique beast. Traditionally, it was driven by manual workflows, siloed systems, and spreadsheets—tools that once got the job done. While routine tasks, such as transaction reconciliations have been partially automated, critical workflows remain largely manual. Approving fund reclassifications, managing compliance reviews, and ensuring accurate reporting still require human oversight. What’s worse? The tools you may rely on haven’t kept pace. Many stopgap solutions (as simple as spreadsheets) create blind spots, forcing you to operate reactively rather…...