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SOLUTIONS

Port Co Data Exchange for Funds and Direct Investments

A Case Study: Asia Alternatives

"The team at Exchangelodge really understands our business. It makes a huge difference to have industry veterans to partner with."

Bill Lafayette

Chief Financial Officer

the problem

Poor data quality provided by underlying investments leads to inefficiencies and misinformed decisions

PROBLEM

RESULT

IMPACT

Inconsistent and incomplete data provided by portfolio companies

Data errors and omissions

Misinformed decisions

Inefficient process to manage the collection and review of disparate data

Disconnected manual steps with limited transparency into progress

Wasted time and resources

Limited technology staff to integrate data

Data must be entered multiple times

Increased risk and inefficient manual processes

PROBLEM

Inconsistent and incomplete data provided by portfolio companies

Inefficient process to manage the collection and review of disparate data

Limited technology staff to integrate data
RESULT

Data errors and omissions

Disconnected manual steps with limited transparency into progress

Data must be entered multiple times
IMPACT

Misinformed decisions

Wasted time and resources

Increased risk and inefficient manual processes

THE goal

Streamline data collection and improve data quality through automated validations

The Exchangelodge solution

The Portfolio Company Data Exchange solution introduced end-to-end straight through processing and quality control on financial metrics and attributes from underlying investments.

THE RESULTS

Elevated trust and confidence in data through governance and control

Eliminated burdensome third party managed data services cost

Modern data integration with low maintenance and overhead