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Operations Done Right From Start: What To Look For From Your Investment Technology Platform

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Fundraising is a critical time in the life of an emerging fund. Amid all of the other concerns, technology often isn’t a priority. It should be. In today’s market, you need institutional-grade infrastructure in place before you ramp up your institutional fundraising efforts. Having a solid technology platform in place can make you stand out from the pack during fund marketing and capital raising.

This guide dives into the features your system needs to have in order for you to run the fund successfully, and economically from the start.

What's In This Ebook

  • Efficient Operations
  • Trade Management and Allocation
  • Portfolio Management & Accounting
  • Compliance & Risk Management
  • Operational Excellence
  • Vendor Due Diligence
  • Setting Your Fund up for Growth


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