Skip to main content

Private market outsourcing solutions to streamline your operations

\ \

7 Cybersecurity Best Practices to Prevent Data Breaches

 

and Federal Fines

 

Learn how asset managers can protect themselves against cybercrime in this white paper.

 

Private markets outsourcing solutions for private credit, debt, and equity players

Portfolio

Manage operational complexity in Private Credit

Focus on portfolio management, not operational minutiae. Our private credit outsourcing services liberate portfolio managers from the burden of monitoring the credit worthiness of the borrowers in their portfolio. Let us handle monitoring, reporting, model updates, memos, and more.

 

desktop

Augment operations with our Private Equity services

Put our private equity expertise to work for you. Our finance experts provide portfolio monitoring services and dedicated expense management for complex portfolios. End technology gaps and IT staffing challenges with our MSP, Infrastructure Management, and CISO-as-a-Service solutions.

Statistics

Expand your market coverage with our Private Markets expertise

Concentrate on investment performance and not operational challenges with our private markets outsourcing solutions. From IT due diligence during asset purchase to middle and back-office outsourcing, we’ll help you grow and scale to embrace opportunities and surmount challenges.

Linedata enables CLO Manager to scale fast and embrace $70M in new opportunities

 

When a CLO manager lost key staff, Linedata onboarded two buy-side experts within 48 hours.
The seamless transition and expert service helped our client screen 45+ deals with no missed opportunities.

 

Put our private market solutions to work for you

Data Management_Icon

Make better decisions faster with our Investment Data Analytics and portfolio monitoring solutions

Linedata’s Investment Data Analytics Services help private credit, debt, and equity firms identify and value new investments and leverage unstructured data to make better-informed decisions faster. Our team are experts at delivering private market solutions, from monitoring investment performance relative to thesis for private credit and equity clients to supporting control teams with valuation of Level 3 illiquid assets. As an extension of your team, we take on your investment management operations and front office processes so you can focus on generating higher returns for your investors. Let us handle the heavy lifting around model updates, data coordination, valuation production, valuation memos, risk and reporting, and more. Enjoy the advantages of working with an independent, global partner that is not owned by a ratings agency or investment bank.

Artificial intelligence_Icon

Cognitive Investment Data Management: Get better information faster thanks to AI and ML

Artificial Intelligence and Machine Learning are transforming private market investment research, data collection, and insight development. Our Cognitive Investment Data Management Service helps portfolio managers get better information faster and enjoy major gains in scale and efficiency with standardized processes, templates, and advanced technology. Our AI/ML engine contextually extracts information from financial and contractual documents for validation by our analysts. Focus on what’s important – reviewing performance and covenants and negotiating amendments – while we manage data extraction and provide private and public credit data in standard templates. Our on-demand solutions include deal diligence, portfolio credit monitoring, and IPO diligences. We also offer customized solutions as part of our private markets outsourcing offering.

Desktop_Icon

Middle and Back Office outsourcing: recon, fund accounting, vendor management, and more

Grow your business not your overhead with our cost-effective operational and fund accounting solutions, as well as turnkey reconciliation, loan administration, and Expense and Vendor Management for private markets. Choose from a full outsourcing solution, co-sourcing, or a hybrid engagement, leveraging our global operating model, offshore and nearshore operational centers. Our accountants and analysts function as a seamless extension of your teams, systems, and processes. Scale without adding headcount or key person risk. We can build a solution around your existing systems or advise on and implement the best technology for your needs. Digital processes and audit trails provide transparency and an enhanced control environment while mitigating operational risk. You’ll increase efficiency and free in-house resources to concentrate on core activities.

Connect_Icon

Forget the operational headaches: outsource your loan processing, servicing, and loan agency

Loan processing is tedious, time-consuming work that can divert your team from higher-value activities. Save time with our loan processing solution, which supports the entire credit investment lifecycle and is part of our Middle and Back Office outsourcing services offering. Our credit fund analysts act as an extension of your loan management team, and our system-agnostic services can fit any workflow and integrate with any platform. You get hands-on relationship management by senior managers who ensure top quality service and manage staffing, training, quality, and workflow. Our loan servicing solution includes agent bank follow-up, credit facility agreement reviews, and contract-level data extraction. We’ll process restructures and manage wires for additional drawdowns. Our loan agency solution includes preparation of notices for all lifecycle events, including interest, paydowns, drawdowns, loan modifications and fees.

Dollar_Icon

Linedata Expense Management: the easier way to meet SEC expense allocation requirements

Let the Linedata Expense Management team handle the complexity of your vendor and expense management. Focus on core business while we manage expense allocations between management company and funds in compliance with investment agreements and SEC regulations. Our expense management solution ensures equitable expense allocation, facilitates regulatory compliance, and provides effective vendor management using industry best practices. It is underpinned by a dynamic, auditable, digitally driven platform and processes. Wire payments are a critical part of private market operations. Our wire processing service includes manual and automated wire payments processing using approved, standardized templates, with full approvals tracking, and clear audit trails. You can rest assured that all information is processed correctly for accurate, on-time delivery.

Code desktop_Icon

Advisory Services: transform your business with tech consulting from private markets experts

Our Advisory Services offering is grounded in domain knowledge and technology expertise, setting us apart from other professional services providers. We help buyside firms leverage tech to scale and achieve business success. This includes a strong track record of helping PE firms transform their portfolio companies with cloud-based solutions that cut costs while delivering higher investment returns. Whatever the engagement, we’ll help you increase bandwidth while controlling costs, filling knowledge gaps, and mitigating project completion risk. With two decades of experience delivering private markets outsourcing solutions and a long list of successful transformation projects and satisfied clients, you can count on us for software development, business and technology consulting, application support, and data warehouse solutions, delivered on time and on budget.

Cybersecurity_Icon

Focus on business, not IT management with our Cloud, Cybersecurity, and Managed Services

Our Managed Services (MSP) infrastructure management offering includes public and private cloud and cybersecurity solutions that address private market firms' security, compliance, and reputational risk requirements. We help COOs and CTOs complement or replace internal IT resources with scalable, cost-effective expertise and resourcing so your firm can focus on generating alpha. Cloud services enable rapid business change, with public, private, and hybrid strategies that ensure secure, scalable, and flexible infrastructure at optimal cost. For private equity clients, we can provide IT due diligence during asset purchase and offer CISO-as-a-Service for small and mid-size PE firms. We design and deliver technology consolidation and optimization solutions and can assume management of your portfolio company IT infrastructure and day-to-day IT needs.

Block_Icon

Ensure your firm is SEC-compliant with Linedata Protect, our award-winning cybersecurity solution

Our award-winning Cybersecurity Services evolve with the threat landscape to protect your assets and reputation while supporting compliance with SEC requirements and other applicable regulation. With over 1 million endpoints already being protected, our Linedata Protect Endpoint Detection and Response (EDR) and Linedata Protect Premium Managed Detection, Response and Remediation (MDRR) solutions package cutting-edge technology and human expertise to deliver fully managed security operations. Our Cybersecurity Services offering for private market funds and PE portfolio companies also includes cybersecurity awareness and phishing preparedness training, vulnerability assessment and penetration testing, threat intelligence, policy and controls reviews, security risk assessment, and M&A / portfolio company diligence.

Data Management_Icon

Make better decisions faster with our Investment Data Analytics and portfolio monitoring solutions

Linedata’s Investment Data Analytics Services help private credit, debt, and equity firms identify and value new investments and leverage unstructured data to make better-informed decisions faster. Our team are experts at delivering private market solutions, from monitoring investment performance relative to thesis for private credit and equity clients to supporting control teams with valuation of Level 3 illiquid assets. As an extension of your team, we take on your investment management operations and front office processes so you can focus on generating higher returns for your investors. Let us handle the heavy lifting around model updates, data coordination, valuation production, valuation memos, risk and reporting, and more. Enjoy the advantages of working with an independent, global partner that is not owned by a ratings agency or investment bank.

Artificial intelligence_Icon

Cognitive Investment Data Management: Get better information faster thanks to AI and ML

Artificial Intelligence and Machine Learning are transforming private market investment research, data collection, and insight development. Our Cognitive Investment Data Management Service helps portfolio managers get better information faster and enjoy major gains in scale and efficiency with standardized processes, templates, and advanced technology. Our AI/ML engine contextually extracts information from financial and contractual documents for validation by our analysts. Focus on what’s important – reviewing performance and covenants and negotiating amendments – while we manage data extraction and provide private and public credit data in standard templates. Our on-demand solutions include deal diligence, portfolio credit monitoring, and IPO diligences. We also offer customized solutions as part of our private markets outsourcing offering.

Desktop_Icon

Middle and Back Office outsourcing: recon, fund accounting, vendor management, and more

Grow your business not your overhead with our cost-effective operational and fund accounting solutions, as well as turnkey reconciliation, loan administration, and Expense and Vendor Management for private markets. Choose from a full outsourcing solution, co-sourcing, or a hybrid engagement, leveraging our global operating model, offshore and nearshore operational centers. Our accountants and analysts function as a seamless extension of your teams, systems, and processes. Scale without adding headcount or key person risk. We can build a solution around your existing systems or advise on and implement the best technology for your needs. Digital processes and audit trails provide transparency and an enhanced control environment while mitigating operational risk. You’ll increase efficiency and free in-house resources to concentrate on core activities.

Connect_Icon

Forget the operational headaches: outsource your loan processing, servicing, and loan agency

Loan processing is tedious, time-consuming work that can divert your team from higher-value activities. Save time with our loan processing solution, which supports the entire credit investment lifecycle and is part of our Middle and Back Office outsourcing services offering. Our credit fund analysts act as an extension of your loan management team, and our system-agnostic services can fit any workflow and integrate with any platform. You get hands-on relationship management by senior managers who ensure top quality service and manage staffing, training, quality, and workflow. Our loan servicing solution includes agent bank follow-up, credit facility agreement reviews, and contract-level data extraction. We’ll process restructures and manage wires for additional drawdowns. Our loan agency solution includes preparation of notices for all lifecycle events, including interest, paydowns, drawdowns, loan modifications and fees.

Dollar_Icon

Linedata Expense Management: the easier way to meet SEC expense allocation requirements

Let the Linedata Expense Management team handle the complexity of your vendor and expense management. Focus on core business while we manage expense allocations between management company and funds in compliance with investment agreements and SEC regulations. Our expense management solution ensures equitable expense allocation, facilitates regulatory compliance, and provides effective vendor management using industry best practices. It is underpinned by a dynamic, auditable, digitally driven platform and processes. Wire payments are a critical part of private market operations. Our wire processing service includes manual and automated wire payments processing using approved, standardized templates, with full approvals tracking, and clear audit trails. You can rest assured that all information is processed correctly for accurate, on-time delivery.

Code desktop_Icon

Advisory Services: transform your business with tech consulting from private markets experts

Our Advisory Services offering is grounded in domain knowledge and technology expertise, setting us apart from other professional services providers. We help buyside firms leverage tech to scale and achieve business success. This includes a strong track record of helping PE firms transform their portfolio companies with cloud-based solutions that cut costs while delivering higher investment returns. Whatever the engagement, we’ll help you increase bandwidth while controlling costs, filling knowledge gaps, and mitigating project completion risk. With two decades of experience delivering private markets outsourcing solutions and a long list of successful transformation projects and satisfied clients, you can count on us for software development, business and technology consulting, application support, and data warehouse solutions, delivered on time and on budget.

Cybersecurity_Icon

Focus on business, not IT management with our Cloud, Cybersecurity, and Managed Services

Our Managed Services (MSP) infrastructure management offering includes public and private cloud and cybersecurity solutions that address private market firms' security, compliance, and reputational risk requirements. We help COOs and CTOs complement or replace internal IT resources with scalable, cost-effective expertise and resourcing so your firm can focus on generating alpha. Cloud services enable rapid business change, with public, private, and hybrid strategies that ensure secure, scalable, and flexible infrastructure at optimal cost. For private equity clients, we can provide IT due diligence during asset purchase and offer CISO-as-a-Service for small and mid-size PE firms. We design and deliver technology consolidation and optimization solutions and can assume management of your portfolio company IT infrastructure and day-to-day IT needs.

Block_Icon

Ensure your firm is SEC-compliant with Linedata Protect, our award-winning cybersecurity solution

Our award-winning Cybersecurity Services evolve with the threat landscape to protect your assets and reputation while supporting compliance with SEC requirements and other applicable regulation. With over 1 million endpoints already being protected, our Linedata Protect Endpoint Detection and Response (EDR) and Linedata Protect Premium Managed Detection, Response and Remediation (MDRR) solutions package cutting-edge technology and human expertise to deliver fully managed security operations. Our Cybersecurity Services offering for private market funds and PE portfolio companies also includes cybersecurity awareness and phishing preparedness training, vulnerability assessment and penetration testing, threat intelligence, policy and controls reviews, security risk assessment, and M&A / portfolio company diligence.

Close deals faster and gain competitive edge with AI/ML

 

Learn how to supercharge your research, analysis, and decision-making processes in this white paper.

 

Brochure
Global Services

Reimagine your operations.
Transform your business.

Download

Factsheet
Linedata Icon

Best-in-class global
fund accounting solution.

Download

Insights

Learn more about our private markets outsourcing solutions