psKINETIC

Pit crew members at pit stop

Alternative Assets & Private Capital​

Building a well-oiled, scalable machine
Better data, better decisions, better returns
Pit crew members at pit stop
Focus on Success: Read lessons from Goldman Sachs
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We provide technology consulting and implementation services to support digital transformation of Alts & Private Capital firms – from technology road map, solution design & implementation to ongoing support.

Our team has extensive experience combining deep domain expertise with intelligent automation capabilities, successfully implementing data and automation projects across Private Equity, Private Credit and other Alternative Assets.

Ripping out legacy systems is risky and expensive, our approach is different. We use ‘Intelligent Glue’ to connect and enhance existing systems & data to deliver an immediate return. We implement at speed – our golden rule is that implementations must be live and start to add value in 90 days.

Our Case Studies

Private Equity

The Client: Private Equity with over $50bn AUM

The Problem: Identify and address the multiple processes that fall outside or between the COTS software in use, leading to business inefficiencies and holding back scalability.

The Solution: A rapid assessment enabled a full understanding of the client’s pain points and identification of several business-critical user cases, including the complex, multi-stakeholder new deal and fund allocation process.

The Outcome: Immediate benefit from the improved process orchestration, task management whilst enabling scalability.

Private Credit

The Client: Private Credit with over $20bn AUM.

The Problem: Labour-intensive, manual NDA and restricted list processes created compliance risk and slowed decision making.

The Solution: Initial Automation Assessment including workshops, interviews, and requirement gathering from end-users. Followed by the implementation of an Appian case management solution plus integration with the firm’s Azure database, allowing for full control of their data.

The Outcome: Our solution gave the firm complete control and confidence in their pre-trade compliance process, whilst considerably speeding up trade execution.

Renewable Assets

The Client: Large renewables fund.

The Problem: Rapid growth demands better asset monitoring and supplier management.

The Solution: TOM consulting, In-depth requirements gathering via workshops, interviews, and analysis of existing systems. Design of solution based on MS Azure/PowerApps.

The Outcome: High-quality system design co-created with the customer; high degree of buy-in from all stakeholders.

Data Warehouse & Reporting

The Client: Global specialist alternative assets and commodity investor & trader.

The Problem: Missing ‘one source of truth’ for senior management across multiple asset classes/business areas.

The Solution: After initial data assessment and requirements gathering, an MS Azure data warehouse ingesting data from multiple external and internal sources was implemented with reporting in PowerBI.

The Outcome: Real-time reporting for CEO and leadership team with confidence in data sources and data definitions.

Managed Service

The Client: Global Private Capital manager with over $100bn AUM.

The Problem: Number of Appian BPM applications requiring ongoing support and minor change to provide service to deal teams.

The Solution: Managed Service combining engineering support for maintenance, minor change, including test-based automation.

The Outcome: Swift response to user support and feedback based on SLAs.

Deal sourcing / data science

The Client: Multi-geography and sector private equity, over $30bn AUM.

The Problem: Supporting the investment team by leveraging data science to improve the sourcing of new deals and bolt-on acquisitions.

 The Solution: Data scientist team worked alongside the client’s team to design and implement sourcing tool.

The Outcome: Better analytics for the deal to create a market-leading competitive edge; the beginning of a machine learning strategy.

Insights

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