Case Studies
Fund Administration for a Growing Private Equity Firm
Client: Mid-sized Private Equity Firm
Challenge
The firm struggled with investor reporting, and fund administration due to rapid portfolio growth. Their in-house team was overwhelmed, leading to delays in reporting and administrative errors.
Solution
Adeptus stepped in to provide a full suite of fund administration services, including timely investor reporting, preparation of quarterly reports and distribution oversight. We implemented automated processes and customized reporting tools to ensure accuracy and efficiency.
Result
The client saw a 30% reduction in reporting time and a significant decrease in errors, which strengthened their relationships with investors. The firm could now focus more on deal sourcing and portfolio management without worrying about administrative bottlenecks.
Key Takeaway
Partnering with Adeptus helped us streamline operations and focus on growth without worrying about the day-to-day details
Power BI Implementation for Portfolio Performance Tracking
Challenge
The client lacked visibility into the real-time entity’s performance and relied on outdated manual processes for data collection and analysis.
Solution
Adeptus implemented Power BI dashboards to provide real-time insights into the firm’s portfolio, including financial performance, key performance indicators (KPIs), and cash flow forecasting. The dashboards were customized to the firm’s needs, allowing the team to get a bird’s eye view of the performance.
Back-Office Support for a Fast-Growing FinTech Startup
Client: Supply Chain Management Startup
Challenge
Rapid growth led to operational inefficiencies and overwhelmed the internal finance team. The startup lacked the resources to efficiently manage day-to-day operations like bookkeeping, accounts payable, and payroll.
Solution
Adeptus provided outsourced back-office support, handling all financial operations including bookkeeping, payroll management, accounts payable/receivable, and financial reporting. Our team integrated with the client’s internal systems, ensuring a smooth flow of financial information.
Result
The startup saw a 40% improvement in operational efficiency, allowing the founding team to focus on scaling the business rather than managing back-office tasks. Cash flow management improved, and the client reported stronger financial oversight and decision-making abilities.
Solution
Adeptus’s back-office support was a game-changer, helping us focus on what we do best—growing our business
Our Universe
Currently, Adeptus serves Private Equity funds with an AUM of approximately $6-$7 billion, operating in various geographical regions including Europe, Latin America, North America, Africa, and India.
Why Choose Adeptus?
At Adeptus, we combine financial expertise with industry-leading technology to provide a comprehensive suite of services. Our team is committed to a client-first approach, delivering customized solutions that scale with your business. Whether you are managing a complex investment fund or seeking operational support for your growing business, we have the capabilities to help you succeed.
Exclusive Expertise and Industry-Specific Knowledge
Adeptus specializes in providing expert outsourcing services to private equity and venture capital firms, along with other businesses. We have deep industry expertise that goes far beyond general solutions, allowing us to deliver tailored insights and strategies specifically designed for the intricacies of private equity and venture capital. With our proven track record, you won’t just get a service provider—you’ll gain a partner that understands your challenges and speaks your language.
Partner with Adeptus, a firm that understands the nuances of private equity and venture capital. Why settle for generic solutions when you can have specialists who know your business inside and out?”
Proven Success and Case Studies
At Adeptus, our clients have experienced transformative results: from improved operational efficiency to successful capital raising and enhanced compliance with regulations. Our case studies demonstrate real-world successes, showcasing how firms like yours have raised millions, optimized their portfolios, and avoided costly errors with our expert guidance.
Cutting-Edge Tools and Technology
Adeptus integrates advanced technology like Power BI for real-time data visualization, portfolio performance tracking, and custom dashboards. We help firms transition from manual processes to data-driven decision-making. In a competitive landscape, utilizing these advanced analytics gives you the insights to make better investment decisions and stay ahead of the market.
Are you still relying on outdated methods to manage your portfolio or track performance? With Adeptus’s cutting-edge Power BI solutions, you can transform your decision-making process. Without these advanced insights, your firm may be left behind
Exclusivity and Tailored Solutions
Every business is unique, and at Adeptus, we pride ourselves on creating customized solutions that address the specific needs of each client. We don’t provide one-size-fits-all services—our offerings are meticulously tailored to meet the precise challenges faced by private equity and venture capital firms. Our personalized approach ensures you’re not just another client; you’re a partner with unique needs that we prioritize.
At Adeptus, no two solutions are alike. You’re missing out on a highly customized service that caters directly to your firm’s specific challenges if you choose a less specialized provider.”
Social Proof and Testimonials
We’ve helped numerous clients in private equity, venture capital, and other sectors achieve remarkable success. Through testimonials from firms that have streamlined their operations, raised capital, and optimized their portfolio management with Adeptus, potential clients will see the value they could be missing.
Potential for Growth and Innovation
Adeptus empowers clients to innovate and scale by providing a foundation of operational excellence and financial insight. By leveraging our services, firms can focus on future growth, stay ahead of the competition, and avoid stagnation in a fast-evolving financial landscape.
Let us handle the complexities, while you focus on growth, innovation, and success.
