Client Case Study

Client Segments
Solutions
Transitioning of US-based Private Equity and Credit firm from a traditional portfolio monitoring platform to FolioSure

Transitioning of US-based Private Equity and Credit firm from a traditional portfolio monitoring platform to FolioSure

Key Highlight

45%

faster turnaround time

30-40%

reduction in costs

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Capturing of ESG data for risk management in the banking sector

Capturing of ESG data for risk management in the banking sector

Key Highlight

85%

reduction in the client’s anticipated workload

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Contract Tagging and Repository Management to a US Private Equity Firm

Contract Tagging and Repository Management to a US Private Equity Firm

Key Highlight

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Subscription Agreement and DocuSign Support to a US Private Equity Firm

Subscription Agreement and DocuSign Support to a US Private Equity Firm

Key Highlight

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BIS

BIS

Key Highlight

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Enhancing Compliance Efficiency for US-Based Asset Manager Through BEAT AdInspect

Enhancing Compliance Efficiency for US-Based Asset Manager Through BEAT AdInspect

Key Highlight

20%

cost reduction to client

20+

Use of BEAT AdInspect by onshore employees

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