How we assisted a Hedge Fund in visualizing trends & KPIs for investment strategies and tracking the performance of portfolio managers

How we assisted a Private Equity fund in preparing capital call pushdown entries

How we provided value-add to a Secondaries advisory firm by revamping their reporting templates

How we assisted a Recruiting firm by maintaining and updating the CRM database of candidates in the Private Equity industry

How we helped a Private Equity firm in tracking performances and updating valuations of portfolio companies quarterly

How we helped a global Investment Holding corporation to build a financial statement reporting and operating model automation tool

How we helped a portfolio company of a Private Equity firm to create a monthly board presentation

How we supported a Real Estate Private Equity firm in creating a fund credit line tracker

How we supported a Hedge Fund in tracking their funds’ performance and providing an overview of the competitive landscape

How we helped a Private Equity firm to build an IOI Memo of an inbound CIM