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Our Services

Strategy That Ships

Strategy from operators who have built the systems other firms recommend. Senior principals do the work -- no juniors learning on your dime. 20+ alternative-asset implementations behind every engagement.

Strategic Leadership

Fractional CTO

Board-level technology leadership without the $400K+ salary. We embed as your CTO, attending investment committee meetings, managing vendor relationships, and setting the technology agenda -- all backed by 25+ years of enterprise data experience.

Ideal For

Emerging managers ($300M-$2B AUM) who need senior tech leadership but aren't ready for a full-time hire. Funds where the CFO or COO is currently doubling as the de facto CTO.

Key Deliverables

  • Technology roadmap aligned to fund strategy and LP expectations
  • Board and investment committee technology briefings
  • Vendor evaluation, selection, and contract negotiation
  • AI readiness assessment and adoption plan
  • Cybersecurity posture review and incident response planning
  • Quarterly OKRs and KPI reporting for technology initiatives

Key Deliverables

  • Data architecture blueprint with governance framework
  • AI use-case prioritization matrix (impact vs. feasibility)
  • Integration map for 24+ fund administration connectors
  • Data quality audit and remediation playbook
  • Regulatory compliance data mapping (SEC, CFTC, AIFMD)
  • Real-time analytics dashboard specifications

Data Intelligence

AI & Data Strategy

Turn spreadsheet chaos into institutional-grade data infrastructure. We audit your current stack, design the target architecture, and create a phased plan to get there -- with ROI projections at every stage.

Ideal For

Funds drowning in Excel, managers preparing for operational due diligence, and firms that know they need AI but don't know where to start.

Hands-On Delivery

Platform Implementation

Not a PowerPoint -- actual infrastructure running in your environment within 60 days. Our embedded team deploys the Plexi platform, connects your data sources, builds custom workflows, and trains your team to operate independently.

Ideal For

Funds that have approved a data modernization budget and need execution. Managers who've been burned by consultants who deliver reports instead of results.

Key Deliverables

  • Full Plexi platform deployment in your cloud environment
  • Data source integration (OMS, PMS, fund admin, market data)
  • Custom ETL pipelines and data transformation logic
  • Role-based dashboards for portfolio managers and operations
  • Team training and operational runbook
  • 60-day hypercare support period post-launch

Key Deliverables

  • Tech stack assessment and consolidation roadmap
  • Unified data model across portfolio companies
  • Migration execution with zero-downtime cutover
  • Synergy tracking dashboard and value realization reporting
  • Change management and team integration support
  • Post-merger operational KPI framework

Portfolio Operations

M&A Integration

Post-acquisition technology stack consolidation on a timeline that satisfies the investment thesis. We standardize data infrastructure across portfolio companies, eliminate redundant systems, and create the unified reporting GPs and LPs demand.

Ideal For

PE firms with active buy-and-build strategies. Portfolio companies post-close that need to integrate acquisitions without disrupting daily operations.

Powered by the Plexi Platform

Our implementations are built on the Plexi data platform -- purpose-built for alternative asset managers with 24+ pre-built connectors.

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Orchestrated by Flexor Agents

Intelligent automation powered by Flexor AI agents -- handling data pipelines, reconciliation, and reporting workflows autonomously.

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How We Work

Engagement Model

A structured, transparent process designed to deliver value at every stage -- not just at the end of a 12-month retainer.

1

Discovery

Week 1

Deep-dive into your current stack, pain points, regulatory environment, and strategic objectives. No cost, no commitment.

2

Roadmap

Weeks 2-3

Detailed technology roadmap with phased milestones, resource plan, and ROI projections. You own the roadmap regardless.

3

Deploy

Weeks 3-8

Embedded team executes the roadmap. Weekly standups, transparent progress tracking, and early wins within the first 30 days.

4

Operate

Ongoing

Continuous advisory, platform support, and strategic guidance. Scale up or down as your needs evolve. No lock-in.

Ready to Stop Managing Spreadsheets?

30-minute call. No pitch deck. Just an honest assessment of where you are and what's possible.

Schedule a Fit Check