Malartu's team of consultants supercharge your fund's operations so that you can recognize 100% of the value offered by the Malartu platform. Unlike most firms, our professional services aren't just a fancy term for implementation. We meet with your team, establish a plan to tackle your data issues, set a framework, a timeline, deliverables, and execute. We do the dirty work, you do what you do best: build value for clients.
Ready to leverage technology and automation in your firm but not quite sure where to start?
Whether you'd like to aggregate every data point in your firm for quarterly reports or you just want to streamline one line item from one company, let us do the dirty work for you. We will audit and organize the various programs you use to run your business and get your firm running like a well-oiled machine.
It's one thing to track your KPIs, it's another to improve on them. We will work with your team to establish processes across fund operations, business development, and data analytics to set and achieve goals. We also institute the best possible tools to accomplish those goals.
Business Development and Marketing
It's not just about aggregating the data, it's also about where it comes from. Through industry partnerships and extensive experience Malartu has built a network or preferred tools like CRMs, websites, and data rooms that we can integrate to best fit your business development needs.
Newest Insights from Our Team
Consolidated financial statements are often required by banks and investors and prove crucial in estimating tax expense. Unfortunately, the process of creating these statements is often long and tedious.
A popular question I get from accountants looking to make the transition is around pricing advisory services vs compliance work since it’s vastly different in nature. It’s unfamiliar territory: compliance work is typically more task-oriented and advisory tends to be a bit more subjective (although it shouldn’t be, but I’ll save that for another post). As you’ve heard time and again, the answer is value-based pricing. It’s about pricing for perceived value of your services rather than marking up the cost to deliver them.
Advisory services are the future of accounting. From the increasing number of services becoming automated every day, to the adoption of machine learning and automated intelligence that will continue to automate repetitive tasks in the future, you and your partners have to find a way to continue adding value to your clients to keep your business thriving.
Imagine this. You, the managing partner of an asset management firm, are sitting at your desk and get a request from an LP for information detailing the past 5 years of Q1 financial data for a specific company. Sure, this doesn’t happen often (or ever for some), but what if it did? Would you be prepared?
To get to the point of being truly data driven, your firm needs to know where you’ve been and where you currently stand in your path to data maturity. It’s important to follow this model because trust is built along this path - it is impossible to make important strategic decisions based on data without trust that your data and systems are reliable.
Like any real estate operation, there is data flowing everywhere: from weekly leasing reports to FMV and return data. Origin Investments focuses on constantly improving their aggregation and reporting processes so that they can continue to differentiate the Origin investor experience from that of a traditional fund.
An interview with Jim Bolduc, Senior Managing Director at JPB Partners about the opportunities and challenges facing consumer-focused private equity investors
Maintaining GP and LP alignment is a challenge. We discuss the various ways to mitigate misalignment through data and reporting.
Think back to the interview you did for the current job you’re working at. You most likely got your job from your work experiences and accomplishments, not the clothes you wore that day or the paper you presented your resume on.
We often work with PE firms who have recently acquired a company and, as part of their plan to grow the value of that company, implement new systems to build the type of culture they’ve seen succeed in other businesses. Whether you’re just getting started or trying to spark new growth in a mature company, you’re going to be asking yourself how to develop a commitment culture.