1. Let's Connect
Get in touch and we’ll schedule a call or meeting at your convenience.
No pressure. Just use this time to tell us about your existing process, goals and pain points. If we can provide value to your reports, process, or team (spoiler alert: we probably can) and you’re comfortable, we’re on to the next step.
2. Detail Discovery
Together, we’ll determine the best way to integrate with your reporting workflow. Your current process doesn’t need to change, we’re flexible and adapt to your specific business and stakeholder needs.
Using your last annual or interim fund reports (or another report benchmark of your choosing) and a quick series of discovery questions, we’ll illuminate the details that will allow you to get the most value out of our partnership. Here you’ll get to know your dedicated account manager, who will guide you through this entire process.
3. Easy Onboarding
Provided you’re still smitten with us, we’d love to hit the ground running on your next reporting cycle.
We’ll take your fund accounting data and content, as is, and get to work integrating it with our systems for you. And if you want a “practice run” to put any fears to rest, we can do that, too. Along the way, we work with you to continuously optimize inputs, workflows, and versioning between different stakeholders.
Before you know it, your investment fund regulatory reporting will be better and easier than ever before.