The Story
Every day, your team juggles the moving pieces that make private markets so rewarding โ and so challenging to manage effectively.
The Daily Reality:
- Drawdowns sent in mismatched formats
- Loans tracked in spreadsheets that don't talk to anything
- Cashflows scattered across inboxes, portals, and PDFs
- Investors asking for quarterly updates, while your ops team works overtime to stitch them together
You improvise with macros. You patch together reports. Eventually, it all starts to feelโฆ brittle.