A Partner in Asset Management Services
Improving efficiency, reducing costs, and providing comprehensive support tailored to asset managers and their portfolio companies.
Our Services
Pipeline Management Services
Managing our clients pipelines: customized outreach campaigns, new customer acquisitions, cross selling services, M&A outreach.
Due Diligence Support
Various underwriting due diligence services including databook creation, three statement modeling, 13-week cash flow modeling, customer churn and vintage analyses, vendor/supplier analyses, returns modeling, and background checks, amongst other services.
Data and CRM Management
Supplementation and maintenance of CRM data (removing duplications, updating contacts, new lead generation, etc.)
Portfolio Company Tracking
Services to Asset Managers after the investment is made. Backoffice support services including valuations, financial reporting and tracking, covenant compliance, and credit agreement tracking, amongst other services.