FINARCH Connect

Private Markets

At FINARCH, we understand the unique challenges Asset Managers and Asset Owners / Allocators face when incorporating their private and alternative assets investments into existing systems designed for mainstream asset classes.

Combined with our expertise in Capital Markets and our specialization in the latest technologies and software used across the industry, FINARCH can help guide your organization towards a holistic systems approach for both public and private market portfolios.

Private Equity
Private Credit
Supporting Growth

Private Equity

Common challenges faced with Private Equity solutions include:

• How to interpret, classify and make available unstructured and manual data sources

• How to account and represent private equity transactions (capital calls, returns/distributions)
which are often back-dated and posted after period-closure

• How to incorporate Front and Middle Office workflows and functions into one consolidated solution
(Investment Committee, Compliance, Deal Sourcing, Portfolio Monitoring, Risk/Regulatory, etc..)

Private Credit / Debt

Common challenges faced with Private Debt solutions include:

• How to utilize the large amounts of data (i.e. loan collateral) to improve decision making

• How to account for accrued interest and amortization into accounting processes when the structure of cash flows is often flexible and undefined

• How to manage your loan book such as covenants monitoring, valuation accuracy, and normalization of data and bringing it together into one integrated solution

FINARCH APPROACH

We specialize in the implementation of private equity and private debt technology solutions. We have worked with leading asset managers and asset owners to build integrations from best-in-class private market platforms into one holistic solution.

Supporting your Firms growth:

Optimizing Asset & Portfolio Management

Managing private market investments comes with increasing complexity. We help you streamline portfolio oversight, enhance valuation methodologies, and leverage data-driven insights to maximize returns
and improve risk-adjusted performance.

Improving Business Processes for Scalability

Operational inefficiencies can hold your firm back. We work with you to optimize workflows, automate repetitive tasks, and implement best-in-class technology, helping your organization scale efficiently while reducing costs.

Investor & Regulatory Reporting Made Simple

Reporting requirements are constantly evolving, and manual processes create unnecessary burdens. We help you implement automated, accurate reporting solutions that enhance transparency, improve compliance, and build investor confidence.

Building Resilient Credit & Lending Operations

Credit management in private markets requires precision and control. We help you establish a seamless credit framework—covering origination, servicing, and risk mitigation—so you can deploy capital efficiently and safeguard returns.

Optimizing Deal Flow & Investor Engagement

A well-structured deal flow process is critical to capitalizing on the best opportunities. We help you design and implement CRM and deal tracking solutions that improve pipeline visibility, streamline execution, and strengthen investor relationships.

Creating a Data-Driven Investment Strategy

Disorganized and inconsistent data limits your ability to make informed decisions. We help you structure and govern enterprise-wide data, ensuring accuracy, accessibility, and deeper insights that drive smarter investment strategies.

Aligning Strategy with Performance

Scaling a private markets firm requires precise execution. We work with you to develop performance management frameworks that align financial planning, KPIs, and operational strategies—so you can track progress and refine your approach with confidence.

Streamlining Investment & Fund Accounting

Managing fund structures, reporting obligations, and compliance requirements shouldn’t be a drain on resources. We help you simplify and automate accounting processes, ensuring efficiency, transparency, and regulatory alignment.

Optimizing Management Company Operations

A strong operational foundation is key to success. We help you enhance governance, improve workflow efficiency, and leverage automation to reduce administrative burdens, giving your team more time to focus on high-value activities.

Enhancing Property & Asset Management

Private market real estate investments require a seamless integration of operations, accounting, and reporting. We help you optimize property management processes, improve financial oversight, and ensure long-term asset performance.

Strategic Guidance for Private Markets Growth

Private markets are evolving fast, and firms need to stay ahead of the curve. We work alongside you to develop growth strategies, refine operational models, and implement digital transformation initiatives that future-proof your business.

Optimizing Treasury & Liquidity Management

Effective treasury management is essential for mitigating risk and maintaining liquidity. We help you implement strategies that improve cash flow visibility, optimize capital efficiency, and strengthen financial stability.

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Experts

Omar Dapul

Partner

Related Case Studies

Case Study – Global Insurer and Asset Manager Digital Transformation

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April 7, 2025

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