Centralize operations and data workflows in Exchangelodge and institutionalize your firm’s process management practices, allowing for growth
The GP Suite comes with an ever-expanding library of workflows tailored to the needs of General Partners to enhance and streamline operations. Enable users to extend current processes by editing existing workflows or creating new workflows
Enhance real-time collaboration across departments or with third-party stakeholders while connecting data, documents, and comments directly to workflows
Ensure timely completion and track status via on-screen dashboards, scheduled workflows, task assignments, and due date management, mitigating risks associated with incomplete processes. Retain a full audit trail of all changes and approvals
Extend workflows to leverage the full power of Exchangelodge to connect systems, and validate and ensure data is complete, accurate, and trustworthy
Transform your operating model to increase the efficiency and speed of fund administrator data review and integration
Automate and centrally manage critical workflows like investment onboarding, investment funding, and portfolio company valuations
Achieve data governance and ensure your firm’s analytics are trustworthy by creating a single master version for entities, attributes, and metrics
Connect all your systems with out-of-the-box connectivity, data transformation and normalization, & real-time monitoring with full audit trail
Eliminate manual review by automating validation of core accounting data to Transform your operating model to increase efficiency and speed of fund administrator data review and integration
Coordinate between departments to ensure new investment information is complete and reviewed
Manage review and approval across teams, source(s) of funds and funding instructions for all investment cash flows
Coordinate and streamline quarterly NAV review and sign-off across stakeholders
Track periodic data received against an expected list, validate data against previous periods, support valuation and reporting process
Facilitate the valuation process by ensuring all relevant data has been updated and final mark is reviewed, approved and disseminated
Track and process quarterly fund and investor reporting, including management of investor side letter requirements
Manage complex year-end close, reporting and audit requirements across internal and external stakeholders
Easily connect to Exchangelodge’s library of data connectors to industry-specific accounting, portfolio, and database systems for real-time monitoring
Input your search keywords and press Enter.