CHALLENGE An alternative asset management firm relied on labor-intensive and disjointed processes across multiple systems to maintain documents, monitor deal progress, and manage investments. While these activities were critical in supporting investment decisions, the fact that they were manual and error-prone diverted valuable analyst time and attention. These inefficiencies ultimately undermined their ability to track precise metrics and report on investment returns. To remain competitive, the firm needed a light-weight but flexible replacement to eliminate manual task tracking, reduce the analyst effort required to manage deals, and serve as a centralized reporting tool so that decision-makers within the firm would remain informed of key metrics and status. To capture the fu

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