Data Fragmentation
Clients struggle with scattered asset data. We unify and standardize data across systems for accurate monitoring and valuation.
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Asset and Portfolio Management
Services
Alpha Alternatives leverages industry expertise and leading technologies to help private markets firms improve their portfolio performance across the asset lifecycle through the collection, standardisation and centralisation of asset and portfolio data.
Does your firm have these challenges?
Technology Complexity
Complex operating models hinder efficiency. We streamline technology infrastructure to optimize asset management processes.
Vendor and System Selection
Choosing the right platforms is daunting. We guide clients through vendor evaluation and system selection, ensuring alignment with strategic goals.
Data Strategy and Governance
Inadequate data governance leads to inconsistencies. We implement robust governance frameworks to ensure data integrity and compliance.
Operational Inefficiencies
Manual processes hinder productivity. We optimize workflows and automate tasks to drive efficiency in asset and portfolio management.
Our Offerings
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Current Technology Operating Model review: look at existing tech stack and data model and suggest improvement areas
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Peer analysis: provide an industry view on how others are handling Real Assets data aggregation for asset and portfolio management
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System selection: help evaluate the vendors in the market, and document the key requirements that must be achieved by the new platform
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System implementation: support with implementing new platforms, using our prior experience with the vendors in the in the space to suggest efficiencies
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Data Strategy: improve overall data management, e.g., with data governance practices
Our areas of capabilities
- Tactical Advisory Services:
System Selection, Peer Benchmarking and Health Checks
- Strategic Advisory Services
Current state assessments, future state recommendations and target operating model based on your business requirements
- Data Management:
Assist or lead in data migration, transformation and sanitization activities. Transition existing or constructing new reports and workflows
- Implementation Services
Tailor an out-of-the-box experience to one matching the way you operate via requirements discovery and gathering, system configuration, project/program management
- Post-Implementation Support:
Provide Training Sessions and Change Management Controls, supplying interim external resources through Managed Services Agreements.
Why Alpha Alternatives?
Industry Experts
We specialise in alternative investment industry. Understanding market trends and practices.
Technology Experts
We are technology subject matter experts. Keeping our clients one step ahead by being at the forefront of the technology developments, new technologies and new entrants
Unique Approach
We combine industry and technology expertise into one service offering.
Expert Methodology
We can rapidly deploy our proven templates and methodologies to accelerate sustainable change.
Technology Solutions
We Work Across Alternatives
Private Equity
Alpha Alternatives helps private equity clients navigate complex operations by leveraging our expertise and track record of implementing best-in-class technology solutions to optimize performance and drive growth.
Find out moreWith the following clients
General Partners
We help align intersection of technology and operations transformation to support.
Find out moreLimited Partners
We work with our clients to build out their ecosystem by driving optimization of operation and technological processes and systems.
Find out moreAlpha Alternatives Core Capabilities
Target Operating Model
Process Design and Optimisation
System Review and Selection
Organisation Design
System Implementation
Peer Benchmarking and Market Intelligence
Enterprise Transformation
Our Team
Jason Almeida
Senior Partner, Head of Limited Partner Services Practice
Julie Miner
Senior Partner, Head of Real Assets Delivery Capability, North America
Neil Elliott
Senior Partner, Head of Real Assets Client Segment, EMEA
Mike Tracy
Senior Partner, Head of Front and Middle Office Practice, North America
Hannah Holt
Director, Real Assets, UK
Edward Hill
Senior Consultant, FMO - Europe
Marlena Badway
Director, Real Assets, North America
Connect with us
Let’s talk about your next project.
