Selecting front-office technology

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Regardless of their focus — buyout, growth, early stage, credit, or fund of funds — all fund managers deal with complex investment operations and investor-facing activity. Their front-office activities include sourcing origination, intermediary industry coverage, investment-process diligence, add-on acquisition management, and new fund marketing, as well as managing investor and management team interactions on both an ad hoc and cadence-defined basis.


In this whitepaper, we will explore the impact of technology in front office operations at financial service firms, providing a guide for understanding options and selecting the right solution.


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Saar Menachemi

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