by Harpreet Lakhan | Mar 3, 2023
The client: An international fund management group with €30bn AUM and 400 employees across eleven global offices. Track record data from the Finance team was produced in spreadsheets and then passed to IR for adjustments. Static investor tearsheets and taxi reports...
by Harpreet Lakhan | Sep 6, 2022
The client A leading portfolio finance provider for Private Capital investors. $8.5bn raised since 2008 across 6 funds and mandates, resulting in 70 investments, supporting Private Capital management companies, funds and institutional investors across North America...
by Harpreet Lakhan | Jun 9, 2022
The client: Global Private Capital firm with $45bn AUM, multiple active funds, and +50 carry & co-investment plan participants. The firm’s carry and co-investment data was held in a legacy database, alongside multiple Excel spreadsheets. Participants received...
