PREMIER SOLUTIONS PROVIDER
FOR THE TRADITIONAL AND
ALTERNATIVE FUNDS INDUSTRY
Offering a Robust,
Customizable
Platform of Software,
Services, and Data
- Achieve Business Evolution
- Enjoy Greater Efficiency
- Expand Market Coverage
- Operate at the Highest Levels
700+
clients
Global
operating model
1,100
employees
20
offices
24 hr
availability
20+
years experience
Linedata Global Services
Our Global Services Offering includes
Outsourcing Solutions that make your
Front, Middle, and Back Office operations
1- Faster
2- More Efficient
3- Scalable
4- Cost Effective
With Advisory and Technology Services to
help you streamline and transform your business
Private Markets in Focus
Booming
Opportunities
In 2021, dealmakers
deployed $3.5T across
private asset classes. AUM
hit a record high of $9.8T*
Serious Challenges
Ferocious
Competition
In 2020 there were 4.5K
private equity funds
in the US alone **
Data
Overload
Over 80% of all enterprise data is
unstructured – requiring painstaking
effort by analysts ***
Archaic
Technology
Critical time wasted on
error-prone manual
processes
Private Market analysts spend a
huge amount of time gathering data,
validating it, and deciding whether it
is relevant or not. Imagine if all this
time could instead be used for
making great investment decisions.
Source
* McKinsey
** EY
***AnalyticsInsight
The Surge of AI/ML in Financial Services
AI Helps Fund Managers Enhance Investor Service by:*
78%
Improving decision-making
73%
Creating better
customer experiences
68%
Operating more efficiently
AI/ML Use Cases**
76%
Generating New
Business Streams
72%
Scaling the Business
69%
Achieving Agility
AI/ML Use Cases (Hedge Funds) ***
67%
Idea Generation
58%
Portfolio Construction
33%
Risk Management
AI/ML Helps Investment Managers
Complete Better Deals Faster
and Create Competitive Edge
Source
* PwC
** Gartner
*** OECD
Buy, Build or Outsource?
When considering how to implement AI/ML solutions,
Investment Managers have 3 options:
Build Your
Own System
Pro:
- Exact solution,
tailored to specific needs
Con:
- Need expertise, time,
and money for proper
implementation. - Major upfront
investment with
constant upkeep costs
- out of reach of all but
the largest asset managers.
Buy a System
Pro:
- Less maintenance
burden through SLA.
Con:
- In-house expertise
necessary for
securing, optimizing,
upgrading and
tailoring the software
to specific needs –
expertise which is
difficult to source.
Outsourced
AI/ML / SaaS Model
Pro:
- Lowest costs – no
front-end CapEx costs,
management or
maintenance. - Instant implementation,
with no in-house
redeployment or
new hires.
Con:
- Need to choose an
ideal partner that meets
your goals and has the
necessary expertise.
For Most Investment Managers – Especially Small & Medium-Sized –
An Outsourced Model is the Most Cost-Effective, Efficient,
and Easy-to-Implement AI/ML Option
Linedata’s Cognitive
Investment Data Management
Secure
Seamless
Scalable
AI-Driven Front Office Data
Management Solution
- For Traditional and Alternative Fund Managers
- Informed by industry best practice and over
20 years of market experience - We manage the grunt work of data extraction,
collation, and standardization – so you can do
what you do best.
Delivering the
Information and
Insights You Need…
Up to 60%
Faster!
Easy-to-Use, Guaranteed Solutions
Step 1
Raise a request.
Step 2
Our solution extracts and interprets relevant
data within minutes – using AI across
multiple formats & file types.
Step 3
Raise a request. Linedata
delivers expert insights,
in the format required.
A Workflow That Used to Take Hours…
Now Takes Minutes
- Real-Time
- Actionable Insights
- Guaranteed Accuracy
Specific Use Cases
Automatically capture operating KPIs
from a 300-page legal document
(unstructured data, common in
private capital)
Accelerate the time-consuming due
diligence process for a massive, dense,
non-standard memorandum, scouring for
relevant words, terms, and figures in
seconds – flagging opportunities and risks.
Automatically monitor deals that you
didn’t make and compare them to
deals that you did – improving your
research process and risk assessment
models.
Simplify ESG reporting for front-office
investment decisions and back-office
systems,including supply chain compliance
and securitization portfolio
sustainability.
Impress your investors with capabilities
once reserved for large
competitors, with reporting,
transparency, and data-driven
decision making.
Collected, Updated,
Analyzed Data
Presented in a Clean,
Easy-to-Use Format.
Case Studies
Linedata’s client lost multiple investment
analysts just as it ramped up for a rush of
new issuances, so they contacted us for
urgent help.
48 Hours
Later
Linedata staffed two credit analysts as members of
the client’s team, where they assisted with new deals, credits,
deliverables, and investment committee meetings.
45
Deals Screened
$70M
New Investments
$100K
Saved, over 3 Months
A Linedata client initiated
a Portfolio Performance
Review (PPR) that required…
350+
Companies in their
Portfolio
To be reviewed within
60 days
Linedata deployed three credit analysts to review the companies
assigned while overseeing delivery and client communication.
- Completing the
PPR on-time - While designing
new templates to
standardize future
exercises.
25%
Reduction in
Total Asset Turnover
$400K
Saved using Linedata
over Full-Time Staffing
Source:
Enabling a CLO Manager to scale rapidly and embrace new opportunities
Helping Credit Fund Manager win race against time
Credentials
"You have done a great job and were well prepared to
handle our time-sensitive needs.”
Head of Research
$10B Fund Manager
"Your solution complements my team, providing excellent means
to extend our research coverage.”
Chief Operating Officer
$5B CLO Manager
"The model is very nicely done, easy to follow and helps
confirm and improve our back of the envelope math.”
Portfolio Manager
$250M Hedge Fund
Learn how Linedata's Investment Data Analytics can transform your investment operations.