Data transformation support for a leading fund of funds client

  • 35%

    faster turnaround

  • 60%

    of bandwidth freed

  • USD3.0m

    annualised cost savings


CLIENT CHALLENGES
  • Leading fund of funds that provides data-oriented solutions
  • Key challenges were:
    • Bandwidth constraints as fund coverage increased to more than 5,000 funds
    • Existing manual process to capture data had led to quality issues
    • Large data gaps at portfolio level
    • Cost pressure from CFO to make current process more efficient
OUR APPROACH
  • Provided full support during planning stage leveraging best practices of two transformation managers with similar experience in data operations support
  • Deployed project managers and a team of data operators and technology developers
  • Developed a semi-automated fund data extractor application for efficiency gains
  • Ensured three-tier quality checks were in place for the entire data journey
  • Made data enhancements, backfills and adjustments in line with client窶冱 methodology
IMPACT DELIVERED
  • Acuity Knowledge Partners conducted a detailed white-boarding session to scope out support levels and complexity
  • Prepared detailed standard operating procedures to ensure compliance with client methodology and processes
  • Efficiency improvement was channelled to deliver high-data-quality output, provide bandwidth and cost benefits to client
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What we have done

Co-investment Monitoring for a Global PE FoF Firm Headquartered in the US
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach

Secondary Investments for a Leading US-based Private Equity Firm
What we are proud of

>50%

savings in staffing costs

25%

increase in outreach