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 portfolio value.
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
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.
Partnering with investment banks allows the GP to increase dealflow in competitive markets; however, this partnership comes at a lofty cost to the buy-side. Since intermediaries are moderating the limited supply of promising deals, their cut of the acquisition process can mean big costs for a fund. Good for intermediaries, bad for GPs.
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.
Gone are the days of satisfying an LP report with high-level financial reports on portfolio companies, if not paired with a report that identifies how that investment brought about ESG related benefit as well. If your firm isn’t feeling the pressure from LPs to implement ESG initiatives, it is likely coming soon (and for good reason).
ESG initiative implementations and ESG reporting are fast-growing trends in private equity. The demand for gathering real data on ESG initiatives in PE portfolio companies is growing stronger within the global limited partner base. Historically, this demand has been larger in Europe than in the US, but we’re starting to see real growth and adoption in the US markets.
60% of investors surveyed by EY shared that they think ESG risks should be expressed in further detail. To understand more about ESG reporting in the land of small-cap listed equities, we spoke with Valdur Jaht, the founding partner of an independent asset management firm, Avaron Asset Management.
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