Worked with
1,000+ Clients
From Emerging to
Established Firms
Servicing Clients
in 80+ Countries
Across Industries
and Asset Classes
Client-Integrated
Operational Strategy
Through consistent dedication to excellence and quality as well as active participation in the growth and success of our clients, our value proposition lies in our ability to integrate with our clients’ operating strategies while providing highly talented resources capable of delivering best-in-class support across functional areas of the organization.
Flexible Staffing Model
Dedicated Tiered Teams Per Project
Meaningful Direct Cost Savings
Lower Indirect Costs
Centralized Resource Pool
Integration Across Value Chain
Industry-Leading Talent
Multiple Layers of Quality Checks
Flexible Staffing Model
Dedicated Tiered Teams Per Project
Meaningful Direct Cost Savings
Lower Indirect Costs
Centralized Resource Pool
Integration Across Value Chain
Industry-Leading Talent
Multiple Layers of Quality Checks
The Research and Investment Services (RIS) involves a team of highly trained professionals to function as an extension of a client team. The execution team consists of an Analyst(s), Associate(s), and a VP. This team is additionally supported by value-add functions for efficient execution.
The scope of work includes support on deal sourcing and profiling, modeling and valuation, research and due diligence, and portfolio management.
CFO Office Services supports client back-office functions, including fund administration/accounting activities, corporate accounting, and bookkeeping services.
The scope of work includes preparing NAV packages, partner capital statements, fund level accounting, processing payables, credit card expenses, preparing wires, and general bookkeeping support.
Data Intelligence Group (DIG) works with clients in leveraging data to generate strategic insights, provide comprehensive business intelligence, and analytics solutions.
The DIG team is well-versed in solutions covering all major aspects of the analytical process, including predictive modeling, text mining and analytics, and reporting and dashboarding.
The Process Support Services consists of four distinct resources providing back-office support that work in conjunction with the Core Delivery Team. These resources add operating leverage on rote high volume and
data-intensive processes and provide for more efficient execution of deliverables.
Process Support Services consist of Business Development Support for CRM management and lead generation, Financial Process Services for data management and bookkeeping services, Graphic Design Services for graphics and custom design work, and Library Services for sourcing company, industry, and economic reports and data.
Aligns key discussions around community empowerment and the UN SDGs.
We offer unparalleled opportunities of mutual growth to those who are looking to make a lasting impact.
Our culture endorses our vision, mission and values that are deeply rooted in our PACT
