OpsCheck Testimonial: Travis Breznak
FollowFollow Professionals in financial operations, especially in accounting, live by checklists. That means they use Excel. But Excel checklists tend to become messy. As accountants know, they must be rolled forward constantly. In fact, accounting and financial...
OpsCheck Testimonial: Jason Etherington
FollowFollow In 2019, hedge fund asset manager East Lodge Capital wasn’t using any software as an operational management tool. Then the pandemic happened. Now leaders at the London-based firm overseeing more than $ 1 billion use OpsCheck “religiously,” said Chief...
OpsCheck Testimonial: Lia Oyman
FollowFollow Franklin Templeton is a global investment firm with teams based all around the globe. The firm had been using the follow-the-sun approach for important tasks, handing off checklists and deadlines from office in office in one time zone to another as each...
Using Private Equity Project Management Software to Improve Business Processes
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...
How Private Equity Firms Optimize Portfolio Operations
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...