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Private Market Systems
At FINARCH we understand that Private Markets behave differently from the broader capital markets.
Limited Partners (LPs), General Partners (GPs), Service providers and SaaS Vendors all require specialized knowledge and context of illiquid, opaque investment asset classes, fund structures and solutions.
We offer Private Markets firms a comprehensive suite of services to guide clients through every phase of their digital transformation journey. Our service offering covers four key areas, each emphasizing our domain expertise in advisory, system integration, data management, and technology strategy.
Our team’s expertise covers the full spectrum of technology-driven solutions, where we can provide recommendations based on real-world experience and tailored to the specific needs of each organization. We have supported and implemented many of the leading systems used in the industry, and understand the unique strengths and weaknesses of each system.
1. Private Markets Vendor Selection
FINARCH provides expert Vendor Selection services to help clients identify and choose the Private Markets technology solutions based on their unique operational needs and investment goals. With direct experience of these solutions at the highest level, our partners and consultants ensure an unbiased, well-informed selection process.
We work closely with investment teams, Chief Information / Data Officers and COOs of the largest LPs and GPs, to align their technology choices with their business objectives.
Needs Assessment & Requirements Definition
Understanding the client’s strategic objectives, workflow requirements, and pain points. This involves defining clear criteria for success and pinpointing which areas of the business the new software must support (e.g. portfolio management, investor reporting, compliance, etc.)
Market Research & Vendor Shortlisting
Surveying the landscape of potential Private Markets technology in depth. We identify solutions that best fit the client’s functional requirements and budget, and then create a shortlist of high-ROI candidates. This research is rigorous and vendor-agnostic – we evaluate CRM systems, fund accounting platforms, portfolio monitoring tools, data management solutions, and other offerings, both niche and integrated / end-to-end.
Vendor Evaluation & Due Diligence
A highly structured evaluation that encompasses initial product demos; RFP design and execution; in-depth stakeholder workshops; and proof of concept / model office setup. Our team will help you assess features, scalability, ease of use, integration capabilities, and vendor track record; employing unmatched market knowledge and context.
Best-Fit Recommendation
An unbiased recommendation on the optimal solution (or combination of solutions) for the client. Our advisory approach translates technical features into business benefits for senior decision makers. We help select a “best-fit” platform that will support the client’s investment operations and growth objectives for the long term.
For more information about our vendor selection process, see our Vendor Selection Service Offering:
ARTICLE HERE
2. Private Markets Tech Stack Assessment
Many Private Markets firms operate a patchwork of legacy systems and spreadsheets. FINARCH’s Tech Stack Assessment service evaluates a client’s existing technology holistically and provides strategic recommendations to optimize the enterprise architecture. We take a consultative, data-driven approach to assess current capabilities and identify improvement opportunities. Key elements of our Tech Stack Assessment include:
Current State Analysis
Review of all existing applications, databases, and data flows across the organization. Our analysis maps out the firm’s processes from front to back, and the systems supporting each function.
Through interviews and workshops with key stakeholders, our team uncovers pain points such as manual work, duplicate data entry, or bottlenecks in information flow.
Gap Analysis & Benchmarking
FINARCH compares the client’s technology private market capabilities against industry best practices and peers to gauge where they stand. We highlight inefficiencies or gaps – for instance, missing integration between CRM and accounting systems; lack of an investor portal; or limited automation in performance reporting.
We benchmark the client’s setup with respect to similar LPs and GPs to identify improvement areas. This objective analysis shows where the firm is lagging and where it’s ahead, providing focus for enhancement.
Optimization Strategy
Designing a target architecture for the client’s technology stack. We identify which systems may need replacement, consolidation, or integration to meet the firm’s goals.
Our team consider the strengths and weaknesses of available third party software solutions and how they would fit into the client’s ecosystem. The result is a high-level architecture blueprint that outlines the ideal arrangement of platforms (for example, a core fund management system integrated with CRM, investor portal, data warehouse, and analytics tools).
We ensure this blueprint aligns with the client’s business processes and growth plans, providing a scalable and future-proof solution.
Integration and Data Strategy
A critical aspect of the assessment is planning how systems will connect and share data. At FINARCH, we specialize in system integration for both public and private markets. We are fluent in the language of data and the APIs of leading investment management systems.
Roadmap & Recommendations
A strategic roadmap for implementation, including prioritization of projects and a phased approach, if needed. Our recommendations are practical and tailored to our client’s constraints – we balance quick wins with longer-term business goals.
3. Private Markets Project Implementation
Once a Private Markets technology solution is selected and a strategy is in place, FINARCH drives the Project Implementation from inception to successful go-live. We act as the client’s dedicated implementation partner, managing all aspects of deployment to ensure a seamless system integration and effective data migration.
During this phase, FINARCH provides end-to-end project management, technical execution, and domain guidance, including:
Project Planning & Governance
FINARCH establishes a detailed project plan and governance structure at the outset. We define clear project milestones, workstreams, and responsibilities, aligning with the client’s internal teams and any third-party vendors.
System Configuration & Development
Our team assists with the configuring of the new software solution to fit the client’s operating model. We tailor system parameters, workflows, and user interfaces in line with the requirements defined earlier. Where needed, FINARCH oversees custom development – for example, building bespoke modules, custom reports, or enhanced analytics – to address any gaps between out-of-the-box functionality and the client’s needs. Throughout configuration, we keep an eye on future maintainability, using best practices recommended by the software provider and our own experience with similar implementations.
Data Migration
Migrating historical data into the new system is a crucial (and often challenging) part of Private Markets system implementations.
Integration Development:
True to our system integration focus, FINARCH places special emphasis on building and testing the interfaces between the new platform and the client’s broader tech environment. We work with internal IT and external vendors to develop APIs or data feeds connecting upstream and downstream systems (for example, linking a new fund accounting system with the CRM, banking platforms, or data warehouses). Because our team deeply understands both the target system’s capabilities and the data requirements of connected applications, we proactively address integration points early in the project.
Testing & Quality Assurance
FINARCH conducts thorough testing cycles to guarantee the deployed solution works as intended and meets quality standards. We prepare a comprehensive test strategy covering unit testing, system integration testing (SIT), user acceptance testing (UAT), and performance testing.
Go-Live & Transition
As the project culminates, FINARCH orchestrates a smooth go-live transition. We prepare cut-over plans detailing the steps for switching from old systems to new, often scheduling the final data loads and deployments during a weekend or low-activity period to minimize business disruption. Our team is on-site (or on-call) during the go-live to triage any unexpected issues in real time and to support users in the initial days of using the new system. We ensure that contingencies are in place (such as backup of legacy data, rollback plans) although our thorough testing greatly reduces the need for these. The result is a successful launch of the Private Markets solution on schedule, with minimal downtime.
Throughout Project Implementation, FINARCH’s blend of business acumen and technical know-how ensures that the deployment delivers on its promise. We remain focused on the client’s ultimate goals – whether it’s improved investor reporting speed, greater data accuracy, or operational cost savings – and we align every implementation task with achieving those outcomes.
Our end-to-end management of the project allows the client’s team to stay focused on their day-to-day responsibilities while we handle the heavy lifting of the system rollout. The end result is a fully integrated, high-performance tech stack that empowers the organization’s Private Markets strategy.
Post Go-Live Support
FINARCH’s commitment to clients doesn’t end at go-live. We offer robust Project Support services to ensure that the new Private Markets systems continue to operate optimally and deliver ongoing value. Post-implementation support is critical in capturing the long-term benefits of any technology initiative – it’s where fine-tuning, user adoption, and incremental improvements take place.
At FINARCH, we position ourselves as a long-term partner to clients, providing a mix of technical support, system optimization, and strategic advisory after the initial project implementation.
By structuring our services into Product Selection, Tech Stack Assessment, Project Implementation, and Project Support, FINARCH covers the full lifecycle of Private Markets technology projects. At each stage, we bring a consultative and expertise-driven approach – from selecting the right software and designing an optimized architecture, to seamlessly integrating systems and providing ongoing support. FINARCH’s deep knowledge of private capital software solutions and integration best practices positions us uniquely to help asset managers and investors harness technology for competitive advantage. Our commitment is to guide clients every step of the way, ensuring that their people, processes, technology, and data are all aligned to achieve strategic objectives.
With FINARCH as a partner, Private Markets firms can confidently modernize their operations, knowing they have seasoned advisors and integrators by their side to deliver success from day one and beyond.
< Capital Market Systems
SimCorp One >
Advisors
Omar Dapul
Partner
Edward Wong, CFA
Partner
