Building a strategic operating model to support private credit expansion and cross-functional growth
Challenges
A global investment firm with $500bn of assets under management (AUM) was experiencing rapid growth in private credit and co-investment strategies. This expansion introduced complexity in reporting cycles, compliance and analytics. The firm needed a trusted partner to ensure timely reporting, maintain credibility, and support strategic initiatives at an efficient cost without increasing onshore headcount.
The client was also undergoing a broader review of its operating model, seeking external insights to modernise processes and unlock capacity across its onshore teams.
Our Solution
We began with targeted support for the direct lending team and steadily expanded into portfolio monitoring, structured finance and data transformation. Our offshore team provided scalable coverage during peak cycles, ensuring the timely delivery of NAV reports, performance updates and investor communications.
We streamlined reporting workflows for both internal and external stakeholders, introduced best practices for fund modelling and valuation, and supported the client’s strategic review with recommendations on operating model design.
Our support extended to the client’s investment arm, enabling consistent service across geographies and functions. The relationship evolved into a strategic partnership, with our team now embedded in the client’s transformation agenda and engaged in long-term strategic discussions with the C-suite.
The Impact
- 30% cost savings compared to onshore models
- 100% timely reporting across scheduled cycles
- Strategic bandwidth released for internal teams to focus on analytics and fund strategy
- Team growth from eight to 84 FTEs over four years
- Support expanded to valuations, procurement and structured finance across global teams
- Embedded advisory role in operating model transformation
Connect with Us
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