AssetMetrix case study cover page with a blue abstract background and the title “Data Mastery at Scale.” Subtitle: “How a mid-market private equity firm took back control of its fund data.” The AssetMetrix logo appears at the top left, with a “Case Study” label in the top right.
  • Asset manager

Case study asset manager - Data mastery at scale

AssetMetrix case study cover page with a blue abstract background and the title “Data Mastery at Scale.” Subtitle: “How a mid-market private equity firm took back control of its fund data.” The AssetMetrix logo appears at the top left, with a “Case Study” label in the top right.

A London-based mid-market private equity firm managing €16 billion across 83 funds and two administrators faced growing operational strain from fragmented, incompatible data systems. Manual reconciliation, inconsistent formats and an internal aggregation system were consuming significant time and resources. By partnering with AssetMetrix, the firm established a single, centralised data layer that automated reconciliation, standardised all incoming data and integrated seamlessly with their dashboards, investor portal and board reporting—reducing reconciliation work by over 75%, retiring legacy systems and enabling the firm to exit one administrator relationship entirely.

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