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Data Warehouses

Build the Data Foundation for AI

AI is becoming a strategic necessity, but right now, the path forward is unclear and the risk of getting it wrong feels high.

Without fit-for-purpose data and systems, teams remain reliant on spreadsheets, manual workarounds, and disconnected information, making it hard to scale and use AI meaningfully.

For many fund managers, the issue is not a lack of data. It is that the data sits across too many systems. Reliance on manual reporting drives the cost of getting the right insights sky high. A modern data warehouse creates a trusted foundation for reporting, oversight, and AI.

Problems We Solve

1. Inefficient manual reporting across your teams
Data sits across portfolios, platforms, investment teams, operations and finance teams with multiple systems and Excel that need you to do the work. If you're spending too much time corroborating facts, cross-checking data, and updating spreadsheets, let us help.
2. Poor data foundation for AI
Without clean, connected, and governed data, automation and AI use cases are hard to scale and trust.
3. High costs from bespoke vendor-led solutions
Each third party reporting and operational tool adds up in costs. A data warehouse removes the need for numerous vendor tools such as third party attribution, performance analytics or substantial reporting

Our work is most valuable for COOs and asset management leaders who are ready to invest in AI and data as growth levers.

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What to Expect

We partner with you through a focused, low-friction build process: ingesting your data, co-designing visualisations, and iterating quickly. You’ll see and test solutions before they go live.

1. Review

  • We help you assess reporting across operations, performance, holdings, flows, attribution, unit registry, and distribution.
  • Identify manual processes, spreadsheet reliance, and data gaps.

2. Design

  • Design a custom single source of truth for your workflow
  • Define the future-state warehouse architecture, data model, and reporting framework to unify data across the business.

3. Engineer

  • Connect custodians, fund admin, unit registry, CRM, platforms, holdings reports, and internal files into a governed, reconciled data warehouse.

4. Go Live

  • Launch trusted dashboards, validate outputs, and support adoption across the business.
  • Establish a scalable data foundation for sharper decisions today and AI capability tomorrow.

Why Choose Us?

We have led asset management operations and spearheaded growth from $3.5bn to $10.3bn AUM, working inside leading global firms. We know your challenges and what actually works.

Testimonials

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"The systems that Will has now put in place have changed the entire way we do business from beginning to end of our client journey .… the team can focus on providing a much better service to clients which has a direct impact on customer satisfaction levels, retention rates and additional investment amounts…. the changes have meant that we have a unique competitive advantage."

Managing Director

Head of Distribution for investors channel for $4.4bn AUM
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"Will spearheaded the adoption of Snowflake as a data warehousing solution, establishing a 'source of truth' for data, which has significantly enhanced business agility and decision making. A substantial portion of our firm’s recent new assets under management have resulted from the fact that Will and his team have delivered impactful data analytics which has been used by management to form and drive our strategies."

Managing Director

Head of Distribution for a team of 8
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"Will is right up there with the best commercial technologists we have come across… We have worked with Will in several ways covering the full spectrum of our team: including tech due diligence on new deals, portfolio company tech enhancement projects and operational/portfolio/fund related internal tech improvements."

Managing Director

VC investor for $500m AUM
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"(Even) After a short conversation with Will he quickly understood our pain points … What I am most impressed by Will is how he understands the business, knows his tech, and knows how to mobilise a team to work with concepts that are fluid and yet able to turn them into deliverables that help the business to think through to solutions. This is very different to a typical outsourcing model where endless meetings on scope are conducted before anything tangible is delivered. I find this refreshing and much more productive in dealing with real world problems."

Executive Director

for $2.3bn in real estate backed credit funds

Ready to get the most out of your data?

Contact us