Alternative investments Sarah Foley June 6, 2023
 
Alternative investments

First-hand practitioner knowledge of direct and indirect investment across the Private Equity, Venture Capital, Private Credit, Real Estate, and Infrastructure asset classes

Alternatives introduction

Our Alternatives team combine industry leading Programme Management expertise with in-depth knowledge of alternative software solutions and specialist expertise in the eFront platform. We draw upon the following experience to deliver value to our clients:

  • First-hand knowledge of direct and indirect investment across the Private Equity, Venture Capital, Private Credit, Real Estate, and Infrastructure asset classes.
  • Diverse knowledge across all Front to Back Office functions borne from first-hand experience working within General and Limited Partners.
  • Best practice Governance Framework to allow for an effective Change Programme to deliver on-time and within budget.
  • Collective experience and knowledge in order to design and deliver the most effective Alts Change Programme.
  • Client success based upon mutual accountability for delivering successful project outcomes.

Nick rockhold | Head of alternative Investment Practice

Adding value to your business

Pre sales consulting

Guiding clients through the myriad of product, process and people considerations to set up for success

Target operating model design

Design of the future state of operations and the roles & responsibilities of each function to support a scalable investment practice to meet long-term growth.

Technical architecture

Design of the technological landscape to provide an integrated and adaptable solution across deal flow, trade execution, accounting, compliance, portfolio management and reporting.

Strategic advice

Ongoing strategy and advice as you scale and maximise your proposition on eFront

Transformation

Turning the vision into reality to deliver the Target Operating Model and Technological Architecture to a timeline and budget, and ensuring business buy-in and adoption.

Testing and migration

Expert guidance through the future state migration phase, from initial testing/UAT, through model office, parallel running, and cut over

How we work

Alternative investments

The success of a project is often determined by strong governance with core project principles including:​

  • Clear project oversight, reporting and decision-making structure.​
  • Have an adaptable, de-risked approach to project management and delivery that fits client needs.​
  • Early and consistent Stakeholder Engagement to aid in clearly defined requirements and to obtain user adoption of the solution.​
  • Realisation of early business value is often more important than providing a perfect solution.​
  • Adoption of industry standard business processes and utilisation of native system functionality.​
  • Target architectural simplicity and limit integration points between platforms or data siloes to reduce technological effort and data administrative overhead.​
  • Build for the future and deliver a flexible solution that will allow for growth.​

Solutions to enable your business

Strata-Service-architecture-1
Business
architecture

Enabling enterprise transformation. A practitioner led team, experienced in our clients' business designing and delivering the change.

  • OMS Implementations
  • Accounting Implementations 
  • Op model design & Optimisation
  • Aladdin Managed service
  • Fund Migration / M&A integration
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Strata-Service-intelligence-1
Business
intelligence

Driving actionable insights for your business and your clients. Generating competitive advantage through our expertise in Data, Technology and Finance.

  • Data & Investment Analytics
  • ESG
  • Client Reporting
  • Regulatoary Reporting
  • Compliance
  • Performance
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Strata-Service-innovation-1
Business
innovation

Bringing to market innovative, value add products and services.

  • Custom Insight Generation

  • Data integration, Modelling & Accelerators

  • POC and prototyping

  • Bespoke tooling
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Get in touch

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