FollowFollow OpsCheck SOC 2 audit furthers its commitment to security as it advances workflow software for investment managers NEW YORK—March 28, 2023 — OpsCheck, the leader in workflow software for investment management announced the successful completion...
FollowFollow Why would a private equity or other financial firm take a project-management-oriented approach to improve business processes? How would they implement such a system? What purpose would this approach serve for private equity and financial firms? What...
FollowFollow When a private equity (PE) firm invests in a business, for example, a start-up, that company becomes part of the firm’s portfolio. The key reason a private equity firm would buy a stake in a portfolio company is to increase its value, then sell the...
FollowFollow Hunter Walker, a partner at Homebrew Venture Capital (VC) is often quoted saying “you lose 100% of the deals you don’t see”. As a venture capitalist, if your deal flow process is poorly managed, you’re likely missing out on a lot of suitable investment...
FollowFollow Although financial organizations have known about operational risk since business began, it’s only been an independent discipline for the last two decades. It still took a financial crisis and the ensuing flood of regulatory and enforcement fines and...
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