The value of the right implementation partner

With a trusted implementation partner, you can focus on your core business objectives while entrusting the technical intricacies of data management to specialists, ultimately driving innovation and growth. At it|venture, we are deeply experienced in supporting businesses in the private capital markets with implementation projects, leveraging our expertise to streamline processes and maximise efficiency. Here, we […]

How we evaluate platform management solutions

There are a good many platform management software solutions available to private market businesses. From established market vendors to new and emerging players, the options available are significant. But how do you know what will work best for your business? Should you stick with what you’ve got, or explore a new option? Evaluating platform management […]

How process automation transforms business performance

Well designed and implemented process automation and data integration strategies are crucial for businesses in private capital markets. At it|venture we’ve undertaken numerous business process automation and data projects for our clients, so we’ve produced a quick overview of what we believe the key areas are that automation helps address. You can find it here.

Why portfolio monitoring goes wrong

There is a perception that implementing portfolio monitoring solutions is ‘easy’. Whilst in practice it should be, the reality is often different. Having worked on countless software implementations for clients across the private capital markets, we know that so many previous implementations have simply failed to generate meaningful value for investment teams. Jess Shepherd explores some of […]

Automation of KPI collection for Portfolio Monitoring

At it|venture, we love to solve problems. We recently worked with a Global Asset Management group who invest in primaries, secondaries, direct investments and private credit, to automate their data uploads into iLEVEL. To see how we did it, what was involved and the business outcome for the client, click here.

Embedding trust and governance in portfolio monitoring data collection

In our global practice we recently worked with one of Africa’s leading investment institutions who have over £3 billion of assets under management. They asked us to help design a solution for tracking what data had been successfully loaded into their portfolio monitoring environment for their monthly reporting schedule. You can find out more about […]

Using email to drive insight

At it|venture, we are always focused on finding ways to create valuable insight for our clients. And that often includes looking beyond the obvious. You can find one such example of something we did that (humbly) we think is rather neat here.