+ In the complex alts landscape, insurance companies face challenges when dealing with sourcing diverse documents from various portals—particularly notices and statements from Private Equity, Real Estate, and Hedge Funds. Additionally, accessing data locked in PDF documents typically requires significant manual processing, validation and review. As insurance firms grapple with these complexities and their increasing allocations …

+ Investor onboarding and management for Private Funds is a largely manual process, causing frustrations for both investors and fund managers.    Digital investor onboarding tools help streamline the process for everyone involved.  Paired with automated data management/integration, the fund manager and investor experience are vastly improved. As competition for capital continues to increase, streamlining …

+ With increased frequency, private equity firms are embracing and leveraging data to drive smarter investing decisions, execute value creation activities, and manage internal financial operations. Many have invested in some of the next-generation analytics platforms designed specifically to help GPs and partners operationalize value creation plans and capture, analyze, and make sense of the …

The Private Equity industry is experiencing tremendous growth.  With that growth brings increased competition and operational challenges.  Leveraging modern technology to scale efficiently and manage critical processes are keys to a GP’s success. Background Modern technology and industry maturity (i.e. Fund Administrators and other Service Providers) provide a number of options for Private Fund Managers …

Through various workshops and forums with clients, partners and industry influencers, we’ve gathered feedback on the current Exchangelodge platform usability and identified key updates to make based on real-world workflows. Essentially, we are enabling private markets investors, managers, and service providers with simple workflows to use their complex data in new ways.

Exchangelodge, a financial technology company that automates private markets data workflows, today announced its strategic technology partnership with GCM Grosvenor (Nasdaq: GCMG), a global alternative asset management solutions provider.

Learn how GCM Grosvenor enhanced its validation and oversight workflows with automation and increased data efficiency by 400% with Exchangelodge

Minas entered the workforce as a consultant in the life sciences industry in the dot-com era. New technologies were taking shape and life sciences companies were looking for solutions. He describes this opportunity as “the best thing that ever happened to him” aside from the joys and fulfillment of growing a startup.   In this Exchangelodge …

Partnership Spotlight: Canoe Intelligence and Exchangelodge Since 2016, global private markets AUM has grown 19 percent annually, while the number of private markets firms has only increased by 6 percent each year. A recent McKinsey & Company report discussed how private markets players have scaled with the average firm being 60% larger today than it …

In life and work, whether we take on more responsibility, expand upon work already done, or pivot in a new direction, we are faced with tradeoffs. We can continue to execute on our plans on our own or with the resources currently available or enlist additional resources to support us. There are costs involved with …