Contact Us
Contact Us

Data Warehouses

Build the data foundation for AI ready growth

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 harder to scale, maintain oversight, and execute with confidence.

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

Problems We Solve

No single source of truth
Data sits across portfolios, platforms, managers, operations, and finance, with multiple systems that do not talk to each other.
Too much manual reporting
Teams are still relying on Excel and manual workarounds to produce daily, monthly, and quarterly reporting.
Inconsistent numbers across teams
Different teams report different numbers, reducing confidence in performance, compliance, and management reporting.
Poor data foundations for AI
Without clean, connected, and governed data, automation and AI use cases are hard to scale and harder to trust.
High cost & low flexibility from vendor-led solutions
Multiple third-party reporting tools, including attribution and specialist analytics and substantial reporting, can be expensive to maintain and difficult to adapt.
Limited visibility into what's really driving the business
It is harder to see what is truly driving performance, margins, client outcomes, and risk across the organisation

This is for COOs and asset management leaders who are ready to invest in AI and data as strategic growth drivers. It’s not for those seeking a quick fix.

Let's talk

Solutions that actually work

We believe in a people-centered, user-first design philosophy where we listen to you and engineer the right solution for your company. All our products will be custom designed to fit your workflows.

Find value on Day 1 and with every interaction
Be involved in the problem-solving process
A fit-for-purpose solution that just works
CFA Society Logo

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.

01.

Review

Assess reporting across operations, performance, holdings, flows, attribution, unit registry, and distribution. Identify manual processes, spreadsheet reliance, and data gaps.

02.

Design

Define the future-state warehouse architecture, data model, and reporting framework to unify data across the business.

03.

Engineer

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

04.

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.

1. Review Current Status
Assess reporting across operations, performance, holdings, flows, attribution, unit registry, and distribution. Identify manual processes, spreadsheet reliance, and data gaps.
2. Design the Single Source of Truth
Define the future-state warehouse architecture, data model, and reporting framework to unify data across the business.
3. Engineer the Trusted Data Core
Connect custodians, fund admin, unit registry, CRM, platforms, holdings reports, and internal files into a governed, reconciled data warehouse.
4. Go Live & Become AI ready
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 managers from $3.5 billion to $10 billion AUM, working inside globally recognised firms. We know your language, your challenges, and what actually works.

Testimonials

“
"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
“
"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
“
"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
“
"(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