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Success Stories

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05.15.15

Regulatory Filing: Automation and Process Improvement

SteelBridge Success! The firm recently completed a massive undertaking to automate the SEC regulatory filings for over 160 funds at a global fund manager. The effort involved the creation of a proprietary calculation engine and the integration of over a dozen data sources. “Increasing demands for transparency mean increasing need for efficient, error-free delivery,” said Managing Partner Jim Haluszczak. “Our goal is to help global leaders in private capital stay ahead of that curve.”

http://steelbridgeconsulting.com/wp-content/uploads/2015/05/Regulatory-Filing-FINAL-2.pdf

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04.01.15

Operational Review

Recently, SteelBridge completed a comprehensive operational review for a venture capital firm raising a new fund. This work identified over 50 operational improvements to improve the overall fundraising process. SteelBridge Managing Partner Jim Haluszczak commented, “Fundraising can be stressful, and having to deal with operations issues doesn’t help. It was important to SteelBridge that the client be able to complete this and future raises with as little headache as possible.

http://steelbridgeconsulting.com/wp-content/uploads/2015/04/Success-Story-Operational-Review-.pdf