Governance and operating model implementation for private fund managers and the platforms that serve them.
From diagnostic through go-live. Focus areas include corporate and entity governance, investment governance, portfolio companies, and AML/KYC, and platform and operating model work.
The Problem
Technology and AI do not solve a weak operating model; they expose it. A defined operating model is a prerequisite for adoption, and most platforms are layering these tools onto workflows that were never designed to support them. Data health must be assured before the platforms will work as intended or provide functional and efficient information.
Additional issues with respect to data health:
- No clear ownership
- Fragmented workflows
- Undefined authority
- Systems without structure
- Regulatory pressure
Most platforms are running new technology on an operating model that was never defined to address the data that is required to be stored or retrieved.