Connect in action
Entity
Management
System.
Connect has been developed to address the challenges that many Private Capital Market firms experience in how they handle their data.
Data has become critical for the private capital markets. Here, we show how Connect acts as an Entity Management System, bringing significant business benefits, including automating manual processes, eliminating risk and saving time.
The context
Numerous studies have taken place to understand some of the frustrations that capital market firms and their employees have with how they handle data. Just hover over each of them to understand more.
Capgemini and INSEAD Global Private Equity Report 2022
The detail
EY Global Private Equity Barometer 2023
The detail
Pitchbook Global Private Equity Tech Survey 2022
The detail
Entity Management System example.
Step 1
The Deal Origination Team identifies an opportunity and enters the deal into DealCloud
Step 2
The deal progresses and is updated to invested in DealCloud.
The update is automatically synchronised with the Portfolio Monitoring Software, with all changes reflected. This eliminates the traditional manual update process of 1 hour.
Step 3
As the teams add information to deals, Connect keeps all platforms fully updated.
The automation ensures that all teams always work with real-time data, removing the risk of errors. This saves 4 hours a week on updating and verifying and 1 hour of team communication time.
Entity Management System example.
Step 1
The Deal Origination Team identifies an opportunity and enters the deal into DealCloud
Step 2
The Deal Origination Team identifies an opportunity and enters the deal into DealCloud
The update is automatically synchronised with the Portfolio Monitoring Software, with all changes reflected. This eliminates the traditional manual update process of 1 hour.
Step 3
As the teams add information to deals, Connect keeps all platforms fully updated.
The automation ensures that all teams always work with real-time data, removing the risk of errors. This saves 4 hours a week on updating and verifying and 1 hour of team communication time.
The benefits at a glance
Connect brings numerous benefits to businesses in the private capital markets. When used as an Entity Management System, we believe the following four are key.
Time savings
We estimate that Connect saves over 10 hours of people time per deal stage, as well as over 200 hours per year spent on manually updating and verifying data.
Reduced Risk
Connect reduces the risk of discrepancies (such as different data as a result of manual input) and allows for better organisation and accessibility of information.
Enhanced collaboration
By automating data management and ensuring seamless synchronisation, Connect improves interdepartmental collaboration and overall operational efficiency.
Targeting your talent where it is needed
With private capital market firms spending 20% of their time on manual reporting, your people are wasting time. By automating this process, your talent is free to drive growth and uncover new, valuable opportunities.
