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Linedata helps private credit firm digitally transform its portfolio

Managing Director, $2B Private Credit Fund

“Remote working during COVID-19 underscored the importance of robust IT infrastructure and cybersecurity at our portfolio companies. Faced with an unfamiliar process and a tight timeline, Linedata helped us turn a point of concern into a position of strength, while enabling us to enhance returns and reduce time horizons.”

Technology consolidation and optimization

Managing services people icon experts

Client Challenges

  • Antiquated technology stack in the portfolio company’s datacenter
  • High cost of outdated, per-engagement remote support model
  • Insufficient automation and integration of CRM and finance applications
  • Uncertainty on best technology approach to shorten timeframe and maximize returns

Our Solution

  • Detailed assessment covering private vs public cloud and API integration
  • Cost modeling and workflow development to maximize efficiency and savings
  • Public cloud solution based on Microsoft Azure and Office 365 with AIOps
  • Dedicated onsite and 24/7 remote support on a flat-rate basis

Client Benefits

  • Digital transformation, resulting in business-wide reduction in technical debt
  • Strong, firmwide data protection leveraging public cloud cybersecurity features
  • Enhanced data analytics, reporting, oversight, and control and fewer manual errors
  • $500K cumulative savings over five years (26% savings vs incumbent provider)

Firm books $500K in IT savings and higher investment returns by consolidating and optimizing its technology

Linedata’s client is a private credit firm with multiple portfolio companies at varying levels of IT maturity and stages of value creation. Management Company leadership wanted to centralize its technology to protect its investment and mitigate risk while delivering an optimized, secured, and scalable IT infrastructure.

The project began with the digital transformation of one of the firm’s portfolio companies, a home security company with offices in five states. Its operations were weighted down by technology debt, costly per-usage remote support contracts, and outdated hardware/platforms. The basic office infrastructure needed nearly a full refresh, including a public cloud migration, up-to-date hardware deployment and software provisioning.

Linedata's Advisory Services team defined and delivered a full digital transformation. AIOps automated much of the IT implementation, speeding time to effectiveness while reducing cost. Training of the company’s 125-member workforce – which has since grown to over 250 – was managed with relative ease, compared to the incumbent on-boarding/off-boarding process. Replacing the antiquated technology stack has enabled automation of AI/ML analysis and reporting while reducing cybersecurity risk and removing “concern over basic IT” from the management’s radar.

As a Managed Services Provider (MSP), Linedata’s technology experts have mapped out $500K in IT savings over five years for this one portfolio company alone. Additional technology consolidation and transformation is underway at the PE firm’s other portfolio companies. These promise to deliver similar returns, while providing performance, scalability, security, and data analytics benefits.

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