An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
We employed a structured methodology to carefully evaluate the reporting process, starting with a high- level review of the process flow, an analysis of their internal spreadsheets and calculations, and an audit of their fund accounting software
Our work focused on reviewing the internal reporting process as well as assessing the use of the fund reporting system, by identifying areas where it was not performing as expected and ways in which it could be used more efficiently
We provided a final assessment by creating three distinct recommendations and providing a benefits/downside rationale of each of the options, based on cost, feasibility/effort, and time, and assisted with the implementation of the selected option
A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.
A specialty finance lender hired Sapling to deliver a Field Exam Report and corresponding Exam Workbook for a specific client.
