Product Development and Implementation - Fund management Framework for private investment firmsTHE CUSTOMER Vantage Reporting - A provider of enterprise solutions for leading global investment firms that have raised more than a billion dollars in private investment capital.
THEIR NEED Private investment firms often rely on multiple solutions to track investment and valuations, leading to inefficiencies. Traditional packaged software provides a broad range of functionalities, but does not cater to company-specific requirements. Conversely, pure custom solutions can do exactly what a firm needs, but they may take a long time to implement due to their uniqueness. The customer wanted to capitalize on this gap in the market between packaged and custom-built solutions, and eliminate the inefficiencies resulting from using multiple solutions. Hence, the customer wanted to develop component-based software that ould extend and enhance any existing investment management tools of private investment firms. The components that the customer identified initially were Deal Management, Investor Relationship Management and Portfolio Management. OUR DEED Aspire partnered with the customer to develop the components encompassing the complete private investment management lifecycle from fundraising and portfolio management to partnership and investor servicing. Aspire also aids the customer by deploying functionalities that are custom-made for their end users. View the full story (PDF) |