SERVICES: PLATFORM SELECTION ADVISORY
The private capital markets technology landscape is complex. The right platform decisions depend on your firm’s strategy, workflows, and where you are headed. We have seen what works and what does not across 1,400+ firms.
The wrong platform is an expensive mistake.
A poor technology decision costs years, not months. We have helped firms navigate full platform replacements after a poor selection — and we have helped firms avoid that outcome entirely by getting the decision right the first time.
The Landscape is Larger than it Looks
CRM, portfolio monitoring, LP portals, data integrations — there are dozens of credible vendors in each category. Without deep hands-on experience across many of them, it is nearly impossible to evaluate them objectively.
Vendor Demos are
not a Substitute for Experience
Every platform looks polished in a demo. What matters is how it performs under real workflows, real data volumes, and real user behavior. We know where each platform excels and where it struggles.
Configuration Complexity Varies Enormously
What a platform can do out of the box versus what it takes to configure for your firm are very different questions. We help you understand the true cost and complexity of ownership before you sign.
Our priority is making sure you land on the platform that actually fits your firm, and that the implementation gets done right.
A structured process, not a vendor pitch.
1. Discovery and Requirements
We start by understanding your firm’s strategy, current workflows, team structure, and growth plans. Requirements are built around your actual needs, not a generic template.
2. Vendor Landscape Mapping
We map the relevant vendor landscape for your use case and narrow it to a shortlist based on your requirements.
3. Evaluation and Scoring
We run a structured evaluation across shortlisted vendors covering functionality, configurability, integration capability, implementation complexity, and total cost of ownership.
4. Demo and Reference Facilitation
We facilitate vendor demos with your team, framing the right questions to cut through the presentation layer and expose real capability.
5. Recommendation and Roadmap
We deliver a clear recommendation with rationale. You receive our honest view of the right platform for your firm.
6. Recommendation and Roadmap
If you choose to move forward with the platform, we help you get ready by scoping the engagement, selecting the right delivery model, and planning for successful adoption.
Technology categories that
we advise on.
CRM
DealCloud, Salesforce, and alternatives tailored to private capital workflows
Portfolio Monitoring
Portfolio and asset monitoring platforms across asset classes
Data
Providers
Market intelligence, deal sourcing, and relationship data platforms
LP
Portal
Investor portals and LP communication platforms for fund reporting