Selected work / Multi-family office
Streamlining investment operations across systems.
A multi-family office manages complex recurring processes across investments, documents, CRM, files, and internal operations.
The engagement focuses on finding the manual work between those systems and making the operation easier to scale.
The work
Make the operation easier to run.
Capital calls
Streamlining the process from incoming capital-call information through tracking, review, communication, and completion.
Fund subscriptions
Creating a more reliable and efficient path for subscription documents, required information, status tracking, and handoffs.
Cash-flow matching
Building a tool to improve the process of matching expected and actual investment cash flows.
Salesforce
Reducing unnecessary manual work and improving how Salesforce supports the firm's real operating processes.
File architecture
Revamping file structure and information organization so employees can find, use, and maintain information more effectively.
Other workflows
Identifying additional recurring processes where AI, automation, or better system connections can reduce manual work.
The principle
The technology is already there.
The goal is not to introduce another platform. It is to make better use of the CRM, files, Microsoft tools, investment systems, and other infrastructure the firm already pays for.
Result
Current engagement.
Results and measured improvements will be added as individual workflows are implemented and measured.