All customer stories
Funds & investments
75% faster turnaround across deals, portfolio and investor reporting
A $4B alternative investment fund moved its deal lifecycle off Excel onto one auditable platform.
About the client
- Industry
- Alternative investment fund
- Size
- $4B AUM
- Timeline
- [X weeks]
The challenge
The fund ran deal lifecycle management, portfolio and project monitoring, and investor reporting on fragmented Excel workflows. It needed one integrated, auditable platform.
What it meant for the team
CFO
No consolidated view at fund, portfolio and asset level.
Controller
Approvals and governance documents slowed every deal.
Investor relations
Investor reporting stitched together by hand.
How we delivered it
- Step 1[X weeks]
Advise and design
- Modeled the fund’s financial workflows and approvals
- Defined fund, portfolio, project and investor-level views
- Step 2[X weeks]
Build and automate
- Power Apps user interface
- Power Automate workflows and alerts
- Fabric backend on Dataverse and Lakehouse
- Power BI analytics down to asset-level NAV, IRR and cash flows
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Workflow and approval design
- Fund analytics design
Data sources
- Deal and project data
- Native connectors and APIs
Storage and transformation
- Dataverse
- Fabric Lakehouse
Logic and workflow
- Power Automate workflows
Insights delivery
- Power Apps
- Power BI
Impact
75%
faster turnaround times
3
workflows on one platform
Asset-level
NAV, IRR and cash flow views
Outcomes
- Approval and governance bottlenecks automated
- Organized data, ready for BI and AI
