Need help finding the right solution for your need?

Can&#8217;t find your industry, or need expert opinion?

Business Analysis

AI Integration

Accounting

Data Management

DevOps

Tech Managed Services

Advisory

Bespoke Development

IVP Data Science

IVP Geneva® Consulting

IVP Earnings Analyzer

IVP Solutions for Asset Management offers a modular, incremental approach to digital transformation, enabling top-priority capabilities over time.

Asset Management

IVP helps CLO managers automate allocations, rebalancing, and other calculation-intensive processes to scale up the efficiency.

CLO Managers

<p style="font-size: 0.875rem">Collateralized loan obligation (CLO) issuance has surged, driven by significant growth in syndicated and middle-market CLOs. IVP Consulting supports CLO managers with expert advisory services for system selection, platform integration with loan administrators and trustees, and robust solutions for reporting and analytics.</p>
<p style="font-size: 0.875rem">IVP Consulting has enabled numerous CLO managers to navigate the complexities of launching multiple CLOs annually. Our comprehensive services streamline middle office operations and compliance management, ensuring efficient data integration and compliance data tie-outs with trustees.</p>
<p style="font-size: 0.875rem">Through our tech-enabled managed services, we offer ongoing support for data integration and compliance, enabling CLO managers to maintain accuracy and efficiency. Leverage IVP Consulting to optimize your operations, enhance compliance, and drive growth in the CLO market.</p>

consultancy explorer

IVP Solutions for Credit Managers helps avoid the discontinuities and redundancies that arise from multiple technology deployments.

Credit Managers

<p style="font-size: 0.875rem">IVP Consulting specializes in modernizing technology and data platforms for credit managers, enabling you to scale, add new investment strategies, and access new pools of capital. Our tailored solutions address the complexities of deal pipelines, research, compliance, and portfolio accounting, all of which are critical for successful technology modernization.</p>
<p style="font-size: 0.875rem">We bring best practices in system selection and data maturity, enabling credit funds to adapt to change on the investment and non-investment sides of the business. Backed by our experience working with more than 100 credit managers across all investment strategies, IVP can integrate and optimize technology platforms to meet a wide range of future state requirements.
</p>
<p style="font-size: 0.875rem">Rely on IVP Consulting to enhance your technology infrastructure, ensuring efficient operations, strategic growth, and the ability to capitalize on new opportunities.</p>

<p style="font-size: 0.875rem">Distressed debt managers create value for investors by identifying opportunities in bankruptcies, ratings downgrades, and other market events. Managing these complex investments requires specialized reporting functions that integrate structured and unstructured data for effective portfolio management.</p>

<p style="font-size: 0.875rem">IVP Consulting collaborates with distressed debt managers to upgrade operating platforms with bespoke and platform solutions customized for unique workflows. Our solutions encompass order management systems, portfolio monitoring tools, and comprehensive data platforms, among many others.</p>

<p style="font-size: 0.875rem">We provide custom reporting to meet investor demands, supporting the specific needs of distressed debt portfolios. By modernizing technology platforms, IVP enables asset managers to enhance operational workflows and ensure high data quality for reporting functions.</p>

<p style="font-size: 0.875rem">Trust IVP Consulting to deliver tailored solutions that improve investment operations, streamline reporting, and create significant value for distressed debt portfolio managers.</p>

Distressed Debt

IVP Solutions for Family Offices helps identify opportunities for reallocation,consolidated reporting that improves consistency of analysis across managers.

Family Offices

<p style="font-size: 0.875rem">Large family offices continuously optimize portfolios for asset liability management, allocating to multi-asset portfolios with varying levels of transparency. The diversity of asset classes, from direct investments to hedge funds and private funds, poses a significant challenge when it comes to integrating data platforms to meet investment and non-investment needs.</p>
<p style="font-size: 0.875rem">IVP Consulting conducts thorough technology evaluations of application and data ecosystems, providing transformational services that enable family offices to achieve target digital footprints. Our solutions build efficiencies in managing and reporting on diverse portfolios. Additionally, IVP offers fractional CTO services to family offices, guiding technology transformations and evaluating service and software providers to enhance operating platforms.</p>
<p style="font-size: 0.875rem">Trust IVP Consulting to deliver customized solutions that optimize your multi-asset portfolios, streamline reporting, and support both investment and non-investment teams.</p>

IVP Solutions for Fund of Funds include risk look-through for understanding exposures as well as an integrated data hub and reporting tools.

Fund of Funds

<p style="font-size: 0.875rem">IVP has extensive experience working with fund of hedge funds and fund of private equity funds, addressing the complexities that arise from diverse data sets, solution providers, and in-built spreadsheet ecosystems.</p>

<p style="font-size: 0.875rem">We leverage expertise in key data sets, system implementations, and data architecture best practices to design and build data platforms that enhance data quality and integrity while streamlining reporting. These engagements typically include comprehensive reviews of existing systems and tailored recommendations for optimal results.</p>

<p style="font-size: 0.875rem">By streamlining technology and data management, IVP Consulting helps FoFs achieve operational efficiency and accurate reporting, so you can stay focused on strategic investment decisions.</p>

<p style="font-size: 0.875rem">Trust IVP to simplify and optimize your FoF technology and data landscape to improve performance and growth.</p>

<p style="font-size: 0.875rem">For more than two decades, IVP Consulting has delivered bespoke solutions to hedge funds across a wide range of strategies. We support trade execution, middle office integration with prime brokers, operational data stores, and counterparty and equity finance data aggregation and reporting.</p>
<p style="font-size: 0.875rem">Our extensive experience has facilitated the launch of more than 15 hedge funds. Our services include key vendor evaluation reviews, operational risk assessment programs, technology-enabled managed services, and bespoke development tailored to hedge funds' specific needs.</p>
<p style="font-size: 0.875rem">We specialize in modernizing data stacks, enabling hedge funds to leverage cloud technologies and reduce the internal IT footprint. IVP’s transformation initiatives help reduce technical debt throughout the technology lifecycle as our senior technology consultants and architects guide these projects to success.</p>
<p style="font-size: 0.875rem">Rely on IVP Consulting to provide the expertise and innovation necessary to optimize operations, enhance scalability, and achieve your strategic goals.</p>

Hedge Funds

Industry

IVP Solutions for Infrastructure Funds help to model finance structures, scenario analysis, cash flow tracking, and integrated data hub for reporting.

Infrastructure Funds

<p style="font-size: 0.875rem">Infrastructure funds face the complexity of tracking financing structures, entities, and cash flows for long-term projects. IVP Consulting supports these needs with bespoke solutions that integrate data from service providers, internal infrastructure portfolios, and partnership accounting systems, simplifying portfolio monitoring.</p>

<p style="font-size: 0.875rem">IVP provides future state technology and data architecture for infrastructure funds, leveraging best practices in master data management and enterprise data integration. Our approach enables infrastructure funds to create a uniform data layer that enhances operational efficiency and data integrity as well as facilitates seamless monthly and quarterly reporting.</p>

<p style="font-size: 0.875rem">We also support core processing systems, including CRM, partnership accounting, fund administration data, and portfolio company data management. These systems enable infrastructure funds to grow and consistently manage moving parts.</p>

<p style="font-size: 0.875rem">Trust IVP Consulting to optimize your technology and data management, ensuring your infrastructure fund operates efficiently and transparently to support long-term success.</p>

<p style="font-size: 0.875rem">IVP Consulting deeply understands the diverse portfolios managed by insurance firms and insurance asset managers. Our expertise in delivering technology and platform transformation ensures robust investment data management for complex assets like real estate, private credit, and private equity. We leverage our advisory services to define target state data platform architectures that enable seamless reporting across public and private markets. </p>

<p style="font-size: 0.875rem">IVP supports a wide range of asset classes, including government and corporate bonds, municipal bonds, ABS, real estate, equity, hedge funds, credit, and private equity. Our platforms and bespoke solutions help insurance asset managers implement data and operational platforms with next-generation efficiency.</p>

<p style="font-size: 0.875rem">Trust IVP Consulting to enhance your technology and data infrastructure, ensuring comprehensive support for diverse portfolios and facilitating strategic growth.</p>

Insurance Asset Managers

IVP solutions enable long-biased fund managers with an integrated data hub for easy investor narrative construction, reporting, and audit.

Long Biased Funds

<p style="font-size: 0.875rem">Global long-only managers have partnered with IVP Consulting for advisory engagements aimed at enhancing their future state operating platforms, improving efficiency, and reducing their operational footprint. With deep expertise across listed and OTC instruments across all asset types, IVP is uniquely positioned to optimize trade and operations workflows, pre-trade compliance, and risk technology integration with key risk vendors.</p>

<p style="font-size: 0.875rem">We also support performance attribution and RFP/IR teams with their data needs, ensuring comprehensive and accurate reporting. IVP’s consultants have successfully conducted fund administration transitions for global asset managers and facilitated the onboarding of global custodians for long-only portfolios across multiple global entities.</p>

<p style="font-size: 0.875rem">Our services include technology debt reduction and modernization, helping managers reduce costs associated with application management. IVP’s industry focus across front, middle, and back office applications and processes allows managers to leverage bespoke development and managed services to support critical applications and key processes within their enterprise.</p>

<p style="font-size: 0.875rem">Trust IVP Consulting to streamline and enhance your long-only fund’s operations, ensuring efficiency and strategic growth.</p>

Long Only Funds

IVP Solutions for Long-Short Funds helps to track metrics for P&amp;L analysis, enriching and tagging trades, and analyzing risk attribution.

Long Short Funds

<p style="font-size: 0.875rem">As one of the largest investor classes in public markets, pension funds have significantly increased allocations to hedge funds, private credit, and private equity over the past decade. The ongoing challenge of achieving consistent income streams from fixed income and credit assets, market-neutral returns from hedge funds, and outsized returns from private equity requires a robust internal technology and data architecture.</p>

<p style="font-size: 0.875rem">IVP Consulting has partnered with public and private pension funds to support technology and data platform transformations. Our comprehensive approach includes business analysis and tailored recommendations for future platforms, ensuring each engagement addresses the fund’s unique needs.</p>

<p style="font-size: 0.875rem">We have successfully deployed a common data model that spans public and private markets, enhancing portfolio management, investment data management, and reporting and analytics functions for pensions. Our solutions also enable cloud adoption and include bespoke developments tailored to the specific requirements of pension funds.</p>

<p style="font-size: 0.875rem">Trust IVP to enhance your pension fund's technology and data infrastructure, providing the tools needed to navigate the complexities of diverse data sets and multiple solution providers.</p>

Pension Funds

<p style="font-size: 0.875rem">Private debt managers often operate with fragmented solutions and spreadsheets that can hinder growth. IVP Consulting serves as your trusted advisor, reviewing current technology, operations, and data management to design a target operating model to support growth in AUM, counterparties, and capital pools.</p>
<p style="font-size: 0.875rem">Our work in private debt and direct lending often involves creating an enterprise data fabric that integrates CRM deal flow, trade management, investment data management, and portfolio reporting. We provide technology consulting services to launch managers, offering the bandwidth to onboard software and manage programs effectively. Our tech-enabled managed services help ensure ongoing process management, ad hoc report development for investment and non-investment teams, and data management for loan administrative systems and fund administrators.</p>
<p style="font-size: 0.875rem">With IVP Consulting, private debt managers can streamline operations and focus on strategic growth. Trust our team to enhance technology and data management, enabling your firm to scale efficiently and access new opportunities in the private debt market.</p>

Private Debt

IVP prevents fragmentation and data islands with a single integrated data hub that aligns workflows and aligns deal teams and analysts.

Private Debt Managers

IVP Solutions for Private Equity helps firms move from spreadsheets, automating workflows, reducing the risk of errors, and simplifying reporting.

Private Equity

<p style="font-size: 0.875rem">IVP Consulting transforms the technology and data ecosystems of leading private equity firms, simplifying complex data landscapes. Our expertise in master data management (MDM) enhances data maturity, empowering both investment and non-investment operations. </p>
<p style="font-size: 0.875rem">We offer bespoke consulting and development services, including portfolio company data aggregation, partnership accounting implementations, and custom waterfall calculation engines. The IVP Common Data Model for Private Markets has been adopted by more than 20 firms to streamline reporting and analytics by harmonizing data from diverse sources. IVP addresses key challenges in deal pipelines, research, compliance, and portfolio accounting, all of which are crucial for managers embarking on technology modernization. We bring best practices in system selection and data maturity, ensuring private equity firms can efficiently navigate both investment and non-investment demands. </p>
<p style="font-size: 0.875rem">Having worked with more than 50 private market participants across all investment strategies, IVP can integrate and optimize technology platforms to scale, introduce new strategies, and access new capital pools. Trust IVP Consulting to fulfill your requirements and drive your firm’s growth.</p>

<p style="font-size: 0.875rem">IVP Consulting provides tailored solutions for real estate credit and real estate private equity funds that address the inherent complexities of managing standardized and direct property data. Our expertise helps real estate funds navigate these challenges effectively.</p>
<p style="font-size: 0.875rem">We support the unique needs of each real estate strategy through a combination of IVP solutions that integrate seamlessly with property management and partnership accounting systems. With the IVP Common Data Model for Private Markets, which can be customized for real estate, we enable investment teams to perform active portfolio monitoring and non-investment teams to conduct performance reporting and track KPIs across properties.</p>
<p style="font-size: 0.875rem">IVP Consulting ensures that real estate funds benefit from a streamlined and efficient data management process that enhances operational transparency and supports strategic decision-making.</p>
<p style="font-size: 0.875rem">Trust IVP to optimize your real estate fund’s data and technology, ensuring robust performance and growth.</p>

Real Estate Funds

IVP Solutions for Real Estate Funds enable the buy-side clients to evolve, transform, and grow with best-of-breed technology, services, and solutions.

Shadow Accounting

IVP streamlines special situations operations with a single hub for covenant modeling and customization, scenario modeling, and cash flow management.

Special Situations

<p style="font-size: 0.875rem">IVP Consulting is dedicated to helping asset managers build a long-term vision for a next-generation ecosystem that includes front, middle, and back-office operations. As the asset management community increasingly shifts toward alternative products, IVP is uniquely positioned to optimize trade and operations workflows, pre-trade compliance, and risk technology integration with key vendors.</p>
<p style="font-size: 0.875rem">Our services extend to supporting performance attribution and RFP/IR teams with comprehensive data solutions, ensuring accurate and insightful reporting. IVP has a proven track record managing fund administration transitions and onboarding global custodians for portfolios across multiple entities.</p>
<p style="font-size: 0.875rem">We also focus on technology debt reduction and modernization, helping asset managers reduce the cost of application management. Our expertise spans front, middle, and back-office solutions, including bespoke development and managed services that enhance critical applications and processes.</p>
<p style="font-size: 0.875rem">Partner with IVP Consulting to streamline operations, drive efficiency, and support strategic growth in your traditional asset management operations.</p>

Traditional Asset Managers

Portfolio Management/Fund Analysts

Treasury

Regulatory

Middle Office

Investor Relations

Compliance

Risk

<p><strong>AUM managed</strong> using IVP technology</p>


5.5tn+

<p><strong>AUM</strong> reported through IVP Regulatory<br />
Reporting Platform</p>


1.6tn+

<p><strong>Strategy &amp; Bespoke</strong> Projects delivered</p>


500+

<p><strong>Fund managers</strong> using IVP Solutions</p>


220+

<p><strong>Fund Managers</strong> using IVP “Digital First” Managed Services</p>


100+

<p><strong>Global hedge fund AUM</strong> running through IVP products</p>


VIEW ALL

Leveraging Machine Learning & Artificial Intelligence

<p style="margin-top: 10px; line-height: 1.4; color: #000;">Upcoming Webinar<br />
Streamlining AIF Payments: A Buy-Side Perspective on Digital Transformation &gt;&gt;</p>


https://www.ivp.in/resources/webinars/streamlining-aif-payments-a-buy-side-perspective-on-digital-transformation/

<p style="margin-top: 10px; line-height: 1.4; color: #000;">Upcoming Webinar<br />
Transform Expense Allocation with Automation and Outsourcing &gt;&gt;</p>


https://www.ivp.in/resources/webinars/transform-expense-allocation-with-automation-and-outsourcing/

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

Whitepapers

Webinars

Case Studies

About IVP

Mindmeld

Blogs

Talk to an IVP Expert

<p>IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.</p>


Finding The Right Solutions

2021 Trends for the Buy Side

Expert commentary and industry POV in real time

An Alternate Reality?

Thoughtful perspectives on key trends and issues

Advanced solutions benefiting our clients

<p>Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.</p>


IVP’s Finance Forward Thinking

Arcmont

Bain Capital

Blue Bay Asset Management

Benefit Street Partners

Blue Owl

Graham Capital Management

Hudson Bay Capital

Napier Park

Sands Capital

Sound Point Capital

We Partner With The Best

Scaling Data Maturity Curve for Successful GenAI Adoption on the Buy Side

Scaling your Private Funds Platform: Key Technology Considerations

Navigating a New Era of Cash and Liquidity Management

Achieve More with Less: Managed Services for Operational Efficiency and Cost Savings

<h4 style="font-size: 1.1rem; padding-top: 10px;">IVP Buy-Side Dinner Series</h4>
<p style="font-size: 16px; margin-bottom: 0px; padding-bottom: 10px;">Recently, we hosted an exclusive cocktails and dinner roundtable at the Capital Grille in NYC, focused on building successful capital solutions platforms. Guest speaker Michael Harris, Partner &amp; CTO at Gramercy, shared insights on the evolving capital solutions landscape. Ross Rosen, Managing Director, Head of Operations at Gramercy, contributed his extensive experience to the discussions.</p>


View now

<h3 style="margin-top: 2.5rem;">Building Out a Successful Capital Solutions Platform Within Your Organization</h3>


<h4 style="font-size: 1.1rem; padding-top: 10px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0px; padding-bottom: 10px;">We held a roundtable at Hotel Crescent Court with guest speaker John Spiridis, Managing Director of Technology at Man Varagon. The discussion focused on portfolio monitoring and Generative AI, addressing challenges, automation, data maturity, and operational efficiency. Attendees from buy-side firms networked over breakfast.</p>


<h3 style="margin-top: 2.5rem;">Transforming Portfolio Monitoring and adopting GenAI opportunities in Private Credit</h3>


<h4 style="font-size: 1.1rem; padding-top: 40px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">The roundtable will be led by Gaurav Aggarwal, our Chief Commercial Officer and Head of Product Strategy. Expect an in-depth, thought-provoking discussion about enhancing data maturity for effective Gen AI adoption in buy-side firms.</p>


REQUEST AN INVITE

<h3 style="margin-top: 2.5rem;">Scaling Data Maturity Curve for Successful GenAI Adoption on the Buy Side</h3>


<h4 style="font-size: 1.1rem; padding-top: 30px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">This event successfully brought together an impressive lineup of attendees from buy-side firms, who kickstarted their morning with engaging discussions on &#8220;Scaling the Data Maturity Curve for Successful GenAI Adoption&#8221; while networking with peers over breakfast.</p>


<h4 style="font-size: 1.1rem;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">We recently hosted our Buy-Side Breakfast Series at The Lansdowne Club, London, featuring guest speakers Tom Cresswell and Adrian Somerset-Wilson from Morgan Stanley Investment Management. They led an engaging discussion on “Enhancing Data Maturity and Operational Efficiency in Private Credit,” sharing strategies for optimizing operations and leveraging technology.</p>


<h3 style="margin-top: 2.5rem;">Enhancing Data Maturity and Operational Efficiency in Private Credit</h3>


<h4 style="font-size: 1.1rem; padding-top: 20px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">Special guests Tim Kane and John Drummey from Wellington Management led an insightful discussion on “Efficiently Launching a Private Market Strategy” at our exclusive buy-side breakfast at the Harvard Club of Boston. The discussion focused on managing bespoke deals and risk mitigation strategies.</p>


<h3 style="margin-top: 2.5rem;">Efficiently Launching a Private Market Strategy</h3>


<h4 style="font-size: 1.1rem; padding-top: 10px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">The event explored pressing challenges and opportunities for buy-side treasury professionals, focusing on rising interest rates, market volatility, trends in cash and liquidity management, basis risk tracking, collateral management with T-bills and money markets, and leveraging digital transformation to drive efficiency and growth in treasury operations.</p>


View Now

<h3 style="margin-top: 2.5rem;">Navigating a New Era of Cash and Liquidity Management</h3>


<h4 style="font-size: 1.1rem; padding-top: 35px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">The event offered valuable insights into how buy-side firms can enhance data accessibility and reporting efficiency by leveraging innovative strategies. It explored the transformative role of shadow accounting in improving client transparency, emphasized the cost-saving and operational benefits of outsourcing.</p>


<h3 style="margin-top: 2.5rem;">Achieve More with Less: Managed Services for Operational Efficiency and Cost Savings</h3>


<h4 style="font-size: 1.1rem; padding-top: 35px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 0;">Join us for an exclusive buy-side breakfast on February 25, 2025, at Harvard Club of New York. Engage in a roundtable discussion on how buy-side firms can leverage automation and cloud solutions to streamline workflows, drive scalability, and improve decision-making—all while reducing costs. Request an invite to secure your spot.</p>


<h3 style="margin-top: 2.5rem;">Transforming Fund Operations: Harnessing Technology to Drive Agility and Reduce Overhead</h3>


<h4 style="font-size: 1.1rem; padding-top: 30px;">IVP Buy-Side Breakfast Series</h4>
<p style="font-size: 16px; margin-bottom: 20px;">Join us for an exclusive buy-side breakfast on Thursday, March 13 at Ai Fiori, The Langham NYC. Engage in a roundtable discussion on Strategic Treasury Management &#8211; navigating cash strategies, rising rates, basis risk, and emerging tech trends. Request an invite to secure your spot.</p>


<h3 style="margin-top: 2.5rem;">Strategic Treasury Management: Navigating the New Era of Cash and Liquidity</h3>


<p>Review our past events and upcoming opportunities, from exclusive roundtable gatherings to virtual webinars, designed to help you, gain valuable insights and solutions for various challenges, engage with industry peers, and build meaningful connections.</p>


Upcoming Webinar
Streamlining AIF Payments: A Buy-Side Perspective on Digital Transformation >>

Upcoming Webinar
Transform Expense Allocation with Automation and Outsourcing >>

Connect, Learn, And Grow With Us - Virtually And In Person

Event Type

Event Type

Scaling Data Maturity Curve for Successful GenAI Adoption on the Buy Side

Scaling Data Maturity Curve for Successful GenAI Adoption on the Buy Side

IVP Buy-Side Breakfast Series

Transforming Fund Operations: Harnessing Technology to Drive Agility and Reduce Overhead

Transforming Fund Operations: Harnessing Technology to Drive Agility and Reduce Overhead

IVP Buy-Side Breakfast Series

Strategic Treasury Management: Navigating the New Era of Cash and Liquidity

Strategic Treasury Management: Navigating the New Era of Cash and Liquidity

IVP Buy-Side Breakfast Series

Solutions

Industry Platforms

Resources

Insights

Events

Media Coverage

Company

© 2025 Indus Valley Partners. All Rights Reserved