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Introducing The Halo Framework

We believe private capital operations need a complete transformation, amid record inflows and rising external pressures. Enter our next-gen operating framework, designed to help you unleash your potential.

Download the report

Private capital has reached a crossroads. At a time of exponential growth, managers want to scale. Meanwhile, competition from non-traditional players is on the rise, investors are making evermore complex demands and deals are becoming increasingly bespoke.

Now, back-office functions are struggling to support these ambitions. To better understand these obstacles, we commissioned Everest Group to conduct extensive research among 150 private capital leaders.

It’s clear that short-term fixes are no longer enough. It’s time for a complete recalibration of private capital operations.

We’ve created The Halo Framework to address the biggest challenges private capital leaders face today. Our framework combines people, process and technology in a seamless, cost-effective engine. This is not a one-size-fits-all approach; it’s flexible and customisable – and covers the entire fund life cycle.

Read on to learn more about The Halo Framework, and our top research findings.

Key research takeaways

54%

of our respondents say operational efficiency is a strategic priority, while…

49%

… say addressing regulatory challenges, and…

47%

… say adopting technology.

75%

say siloed data systems is a key business challenge.

64%

say finding the right tech talent is a major obstacle.

58%

are likely to significantly increase outsourcing operations in the short- to medium-term.

Implementing the Halo Framework

We’ve used our extensive research to create a framework that futureproofs and encircles every aspect of private capital operations.

Key contacts

Chitra Baskar

President, Fund Solutions

View bio

Venkataraghavan Srinivasan

Global Head of Private Funds

Roshi Singh Dandona

Global Head of Hedge Funds

Barbara Martin

Head of Private Funds Sales, EMEA