Next Generation Front-Office Software and Data Management for Alternative Investors

The team at Equipped designed and built a comprehensive data warehouse for Rcapital, as well as customised portfolio monitoring dashboards that we use for both internal and external reporting. I was impressed with the team’s experience and professionalism. In particular their support during the implementation phase was exceptional – a real USP versus some other industry platforms.

The Equipped team were instrumental in delivering a solution that enabled the consolidation and standardisation of asset level data from over 20 servicing partners across Europe into a central data warehouse, which is a key strategic asset for AnaCap. This data warehouse, combined with Equipped’s software modules across deal pipeline, investment workflow and portfolio monitoring now provide a rich suite of workflow and analytical tools for the firm.

We selected Equipped’s data consulting team over several other options based on the experience that they brought to the table. As an established spin-out from an alternative investor, the team at Equipped was able to quickly understand our challenges and deliver a bespoke solution in a timely and professional manner.

We engaged Equipped’s Data Science and Software Engineering teams to see us through a firm-wide initiative to fully digitize our front-office dashboarding and reporting functions. This was a particularly challenging project because we needed to move all our portfolio companies on to the platform which comprised of tens of thousands of individual loans across multiple specialty finance asset classes. Each portfolio company required bespoke analysis, which we designed in tandem with the team at Equipped, who built and delivered an excellent solution that exceeded our expectations.