Case Study: Voss Capital Scales Business & Institutionalizes Infrastructure with Eze Eclipse

About Voss Capital

Voss Capital, LLC is a long/short equity fund based in Houston, Texas. Investing mostly in small-cap domestic equities and options, Voss focuses on companies with deep value, solid management, and identifiable catalysts – with doubling potential over 3 years. As the firm continues its growth, Voss seeks to move up the market cap spectrum for impactful positioning that will ultimately allow greater firm liquidity. Founder and Lead Portfolio Manager, Travis Cocke, launched the firm back in 2011.

The Challenge

Cocke was managing both the portfolios as well as the firm’s operations, which were growing increasingly more complex. He sought to unload his non-investment related activities so he could scale the business. In 2017, Voss brought aboard Kelli Walter, CPA as Chief Financial Officer and Chief Operating Officer. Walter took over all non-investing related activities such as treasury and cash management, business and trading operations, information technology, marketing, and compliance. Increasing investor due diligence requirements and investor demands coupled with inefficient, complex, and manual processes led Voss to begin the search for a robust investment management system.


 

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