Asset Manager
Data validation and ongoing performance management support to a US-based PE firm.
We provide support to leading private market clients across a spectrum of offerings ranging from CRM & deal management, investment monitoring, client reporting and fund accounting. We help our client teams by providing must required capacity to handle heavy ground work with utmost efficiency and accuracy.
We empower all type of private equity clients including General Partners and Limited Partners through cost effective engagement structures.
Capturing key financial performance metrics and operation KPIs is extremely vital for fund managers and limited partners. We are expert in tracking and analyzing the performance of underlying investments across private equity/debt and venture capital. We assist our clients throughout the performance management process.
Help our clients in solving many pain points including:Perform comprehensive analysis of underlying portfolio fund/company level data and assist PE fund managers in responding to Limited Partners queries in a timely and accurate manner. Help in generating detailed reports and templates incorporating key financials and metrics.
Comprehensive CRM support across the databases to help client in managing deals and stakeholder related information. Expertise in
Reconciliation and data audit service for cash flow, investment cost, NAVs investments and expenses.
Data validation and ongoing performance management support to a US-based PE firm.
Private Pension Fund Manager: Assist US based pension fund manager in NAV auditing support and portfolio performance analytics.
PE Fund of funds Manger: Support Europe-based fund of funds manager in managing fund & CRM data accurately.
Asia based VC Firm: Support in deal sourcing assessment and CRM management.
Raj Shah has more than 20 years of industry experience with many private equity and venture capital firms. He has tremendous exposure of working across sourcing deals, creating value and managing data operation activities.
He also possesses robust understanding of all the aspects of private market data operations and achieving efficiencies. He is a sponsor of technology and promotes the usage of cloud based solutions to manage PE data. He has been influential in implementing and adopting digital solution for private equity firm.
Dev leads the team at AgileIntel. Prior to this, Dev worked as Country Head at ClickZ Intelligence, part of the Blenheim Chalcot group, creating sector specific reports and databases for the digital marketing and fintech sectors.
Previously he has also served as a Business Head for the Defense syndicated research and consulting vertical at GlobalData and as a Senior Analyst, Investment Banking research at Moody’s Analytics.
Dev, a regular public speaker at Toastmasters International, holds a master’s degree in Marketing Management from Middlesex University, UK and a PGDBM degree from Massey University, New Zealand. A sport enthusiast, tennis runs in Dev’s blood and he is up for a set anytime.