Pillar Intelligence

Strategy - we partner with you to design your plan for Operations, Risk and Marketing, including but not limited to:

Operational, financial reporting and risk strategy development
Advice on selection of relevant service providers including legal advisers, compliance consultants, fund administrators, PMS/OMS providers
Advice on team structure, roles and responsibilities including advice on meeting SM&CR obligations
Marketing, brand building and communication strategy
Design of technology infrastructure blueprint

Implementation - we turn your vision into actionable outcomes by defining policies, procedures and KPIs. Implementation services cover a wide range of matters and can be tailored to specific client requirements and include:

Fund launch support
Process re-engineering and operating model design including implementing Robotic Processes
Develop policies and procedures for operations, risk and financial reporting
Preparing RFPs for service provider selection, due diligence, negotiating, and on boarding
Counterparty benchmarking and relationship management
KPI development and creation of dashboards
Pitchbook, due diligence questionnaire and investor communication development and review

Ongoing Delivery - we implement automated and resilient operational, risk and financial processes as hands on members of your extended team. Some of the undertakings in our day-to-day delivery are:

Oversight of Operations functions
Compliance and regulatory reporting oversight
Board meeting preparation and attendance
Monitoring KPIs and initiating corrective action, where necessary
Service provider relationship management
Operational Audit (periodic or as one-off)
Trade, cash, margin, corporate action and NAV reconciliations and follow-up

OUR SERVICES

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