Success Story Regulatory Filing: Automation and Process Improvement Affecting positive change in the Private Capital industry SteelBridge Consulting • The filing process was inconsistent year-over-year and was documented in multiple locations. • Data were received from over a dozen sources, many of which were manually-manipulated Excel files. • Calculations relied heavily on vlookups and convoluted Excel formulae. • Systems across the company stored data in different formats with no flags for treatment of key investor types (e.g. GPs and SLPs). • Eliminating such errors as double counting of fund assets was achieved through an inconsistent, manual data review. • Personnel changes resulted in significant key person dependency issues James M. Haluszczak Managing Partner m: +1 302.43

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