A nationally ranked comprehensive rehabilitation center was faced with significant turnover in its long-tenured executive team. SteelBridge assisted leadership and the Board to update its compensation philosophy, gain a detailed understanding of the marketplace and ensure all elements of compensation were positioned to help engage and retain its leadership team.

Open PDF

A financial services firm was seeking to become efficient with their data, systems, and reporting capabilities across the firm’s multiple accounting and client service teams. SteelBridge effectively led a strategy assessment project providing understanding of existing data flow and manipulation that helped drive a technology decision.

Open PDF

A large private endowment with $3billion in assets was challenged with HR processes that were too manual and was concerned they were not getting value from their investment in Paylocity (a cloud HCM/payroll application), which had been in place for three years. SteelBridge helped prioritize areas of opportunity and implement changes to process and Paylocity configuration to increase automation value realized from Paylocity.

Open PDF

A global private markets firm, overseeing an impressive US$138 billion of assets under management (AUM), faced significant challenges in streamlining their fund administration processes after a merger. They sought to reduce manual redundancy and improve efficiencies across all portfolio segments. To address these issues, SteelBridge was selected to implement a fund administration system, providing a comprehensive solution for monitoring investments and investor operations.

Open PDF

SteelBridge helped a technology-focused Venture Capital firm migrate from Analytx Venture Complete to eFront’s FrontGP platform for their 18 entities and $2 billion in transactions dating back to 1999. Our team contributed to the successful implementation by understanding the client’s historical data and configuration needs, reconciling data between source and target systems, identifying & escalating issues with the vendor, and supporting go live and parallel processing phases. Our experience and expertise helped make the daunting task of implementing such a complex system go smoothly.

Open PDF

In 2017, SteelBridge marked its five-year anniversary of successfully filing SEC regulatory disclosures for over 160 funds at a global fund manager. This massive effort has evolved from enhancing a proprietary data warehouse to creating custom calculation engines to integrating over a dozen data sources. “As firms streamline and adapt, our efforts have shifted focus to hands-on training and creating a sustainable, repeatable process,” said SteelBridge Managing Partner James Haluszczak. “We spent years building the tools – now we’re building the teams that use them to make each year a success.”

https://steelbridgeconsulting.com/wp-content/uploads/2017/11/Success-Story-Regulatory-Filing-Automation-and-Process-Improvement_1117.pdf

This established Silicon Valley player brought us Netflix, but when they needed help with SalesForce to manage their Investor Relations and Marketing, there was only one player with a proven track record to back it up; SteelBridge Consulting. With multiple funds raised and two more planned, this client needed more horsepower to help its Investor Relations team manage the meetings, materials, and tracking potential commitments as they traversed the world servicing existing LPs and signing up new ones.

https://steelbridgeconsulting.com/wp-content/uploads/2017/06/Success-Story-SalesForce-Strategy-for-Investor-Relations.pdf

The SteelBridge Platform Partnership Program is a collaborative community that recognizes leading solutions providers to the alternative investment industry. iLEVEL is one of SteelBridge’s oldest Platform Partners, so our knowledge of this product is deep, and is kept current with every new release. Benefit from our knowledge when performing an iLEVEL implementation by getting your data organized and loaded into their templates right the first time, without adding any additional burden to your current accounting and reporting teams.

https://steelbridgeconsulting.com/wp-content/uploads/2017/06/Success-Story-iLevel-Implementation-Experts.pdf

When a large international investment bank with a significant private equity practice needed to re-engineer its carried interest plan
design and governance, they turned to SteelBridge, a proven leader in this space. We took over 5 plans, spanning over 100 employees,
and simplified the terms and conditions of the plans to ease their administration and make transparent the benefits to the participants.
SteelBridge consolidated all the plans onto a single platform with push-button reporting, increasing governance and reducing fiduciary
risk to the bank.

https://steelbridgeconsulting.com/wp-content/uploads/2017/06/Success-Story-Carried-Interest-Plan-Design-and-Governance.pdf

A leading global investment bank was consolidating its regulatory reporting responsibilities with one central controllers group. This endeavor meant understanding how multiple lines of business filed disclosures, what systems they used, and what overarching legal and compliance interpretations should be applied. SteelBridge was engaged to merge the merchant bank methodology with the investment bank methodology of that firm, providing assessment of opportunities for improvement, training of the new team, and management of the filing process.

https://steelbridgeconsulting.com/wp-content/uploads/2016/07/Success-Story-eFront-FrontGP-Implementation.pdf

A start-up Private Equity fund focused on marketing, rebranding, and growth in the health and beauty product sector contracted our Center of Excellence team for staff augmentation related to fund accounting and advisory services. The goal of the engagement was to bring their firm operations and reporting to an institutionally quality so that they would be positioned to raise a second fund. This goal was accomplished by instituting best practices and workflow to the accounting process, and developing “Big Four” audit quality workpapers. This involved a historical data clean up project, expense reclassification for offsets, and year by year restatement of historical financials.

https://steelbridgeconsulting.com/wp-content/uploads/2016/11/Success-Story-Financial-Statement-Preparation-for-Start-Up-Fund.pdf

Manage private capital business events using Cloud WorkFlow designed by SteelBridge Technology Solutions. Our robust technology team knows of a smarter, better way to complete business events and oversee end-to-end processing of information flow. Our customized Cloud WorkFlow designs, assigns, exchanges, analyzes, and stores information in one central application. No more confusion in managing multiple systems and distribution methods. Design business events, assign tasks, and create data forms with a real-time 360-degree view that shows everything is running like clockwork, just the way you want it.

https://steelbridgeconsulting.com/wp-content/uploads/2016/09/Success-Story-Cloud-Workflow.pdf

Period end reporting always has its challenges. It can be even tougher if staff has turned over or transaction volume was higher than expected. Augment your financial staff with the accounting and reporting experts at SteelBridge. We parachuted in to perform the accounting entry and financial reporting role during the year-end process for a venture capital firm with AUM of roughly $220M. This market leader in the clean energy and water sector needed to institutionalize its back and mid office for financial accounting and reporting. SteelBridge delivered timely, accurate and reportable financials to the Fund and its LPs and also put a repeatable, documented process in place to deliver financials going forward with limited SteelBridge assistance.

https://steelbridgeconsulting.com/wp-content/uploads/2016/09/Success-Story-Accounting-and-Fund-Financial-Reporting.pdf

We helped a growing private equity fund manager enhance their portfolio monitoring and fund accounting for multiple funds. Our team supported the valuations process, fulfilled fund accounting roles, prepared financial statements, and worked with auditors to meet compliance and other investor-related reporting requirements. Throughout the engagement our team also identified and implemented improvements to historically manual and error-prone processes.

https://steelbridgeconsulting.com/wp-content/uploads/2016/07/Success-Story-CoE-Full-Solution.pdf

SteelBridge led the project management and implementation for eFront’sF FrontGP product for a long established middle-market PE fund manager to migrate their $4 billion in transactions. Our team contributed to the successful implementation by understanding all the client’s historical data and configuration needs. Our deep FrontGP product knowledge and experience helped make the daunting task of implementing go quickly and smoothly.

https://steelbridgeconsulting.com/wp-content/uploads/2016/07/Success-Story-eFront-FrontGP-Implementation.pdf

SteelBridge successfully assisted one of the most recognized healthcare-focused fund managers (AUM $5 billion) to enhance their usage of eFront’s FrontInvest platform. The client was challenged with proper reporting and quarterly close processing. By working directly with eFront’s developers and client support team, SteelBridge was able to help the client effectively leverage FrontInvest’s full accounting and reporting capabilities.

https://steelbridgeconsulting.com/wp-content/uploads/2016/07/Success-Story-eFront-FrontInvest-Support.pdf

When one on the world’s largest and oldest financial institutions needed assistance with their Multi-Manager platform, they called SteelBridge. We performed project management and business analysis roles on new business implementation and system conversion of multiple hybrid fund clients for fund administration group of a leading global custodian bank with over $2 trillion in assets under management.

https://steelbridgeconsulting.com/wp-content/uploads/2016/09/Success-Story-Multi-Manager-Implementation.pdf

We helped one of the oldest media-focused private equity managers in the world migrate to SunGard’s Investran platform for their $42 billion in transactions dating back to 1989. Our team contributed to the successful implementation by understanding all of the client’s historical data and configuring needs and translating them to the vendor so that they could properly configure the system and accurately migrate the data. Our experience helped make the daunting task of implementing such a complex system go smoothly.

https://steelbridgeconsulting.com/wp-content/uploads/2016/02/Success-Stories-Partnership-Accounting-Investran-Implementation.pdf

A nationally recognized insurance company received PE backing to facilitate rapid growth through mergers & acquisitions. The company faced challenges integrating new systems, processes, and resources to support the growth. SteelBridge was selected by the PE manager to lead the implementation of a core record keeping software system, allowing efficient acquisition integration onto a single, unified platform.

https://steelbridgeconsulting.com/wp-content/uploads/2016/01/Success-Story-Portfolio-Company-Services.pdf

A $19 billion global private equity firm outsourced their long-term reporting support needs using the SteelBridge Center of Excellence managed services model. The client was able to successfully manage frequent and complex financial reporting requests without needing to provide extended notice by using SteelBridge’s in-house developers and business analyst experts. Using the CoE support model also gave the client the ability to carry over unused hours when not needed or pay as they went for more hours. The CoE support model gave the client on-demand resources without the extra overhead.

https://steelbridgeconsulting.com/wp-content/uploads/2016/01/Success-Story-Report-Development-and-Support.pdf

A $42 billion private equity fund manager engaged SteelBridge to provide support for the sale of one of its portfolio companies. SteelBridge was engaged to monitor and facilitate execution of operational synergies and the achievement of fiscal milestones by management- synergy success was heavily weighted into the company’s valuation. SteelBridge was also responsible for working alongside the fund manager’s professionals and investment bankers to collect information for due diligence requests. Over a half dozen leading, global private equity bidders executed due diligence in advance of the company’s auction.

https://steelbridgeconsulting.com/wp-content/uploads/2016/01/Success-Story-Portfolio-Company-Sales-Support.pdf