We help growing investment firms overcome operational bottlenecks and scale efficiently through strategic technology solutions, intelligent automation, and expert advisory services.
Common Industry Challenges
Non-Scalable and Inefficient Data Management Practices
Error-prone, Excel-based manual processes result in unreliable data, key-man risk, and rising costs from increased reliance on human capital as your business grows.
Disconnected and Error-Prone Reporting
Sophisticated LPs demand transparency, requiring flexible and accurate reporting. Poor data management practices make meeting these expectations difficult and can overburden back and middle-office teams, contributing to strategic standstills and employee turnover.
Missed Insights, Opportunities, and Risks
Inaccurate or stale data clouds risk assessments, obscures opportunities, and drags on returns for LPs. This can lead to erosion of trust, increased LP expenses, slow decision-making, reporting, and capital deployment.
CrestPoint Solutions
Technology Strategy
- Working closely with business leadership to identify risks and gaps, uncover inefficiencies, and develop a technology roadmap that supports long-term growth, operational efficiency, scalability, and resilience.
- Ensuring that every technology investment is deliberate, secure, and aligned with business objectives.
Data Strategy
- Data and process discovery and architecture overview.
- Product integrations and process implementations to solve business data challenges.
- Rich reporting capabilities leveraging leading tools to drive decision making and investment monitoring.
Executive Advisory
- Strategy assessments and advisory engagements from experienced technology leadership.
- Fractional and interim CTO services.
- Representing your interests to software vendors and service providers.
Intelligent Process Automation
- Automating non-strategic repetitive operations through leading technology techniques and platforms, freeing employees up to perform higher-value work.
- Selecting, implementing, and integrating emerging generative AI platforms, techniques and solutions into day to day operations.
Vendor Selection
- Thorough screening and implementation, integration, and handholding of vendor platforms and services.
- Ensuring vendors align with business priorities through continuous engagement and accountability checks.
- Contract negotiation and strategic planning of long-term direction.
Bespoke Application Development
- Architecting, leading and assembling teams to execute the implementation of bespoke technology solutions unique to each client.
- Leveraging a network of strategic partnerships to assemble a skilled implementation team across a wide range of specializations.
Select Clients
“CrestPoint often went beyond the scope of their contract to ensure we were comfortable with everything going on including multiple follow-ups. There were always available and had prompt responses. Overall, I would highly recommend Gary and CrestPoint based on the quality, thoroughness, effectiveness of their work, plus they were truly enjoyable to work with.”
— VP, Operations, Owls Nest Partners