Comprehensive digital strategy implementation for a global financial services firm
A $38 bn AUM private-markets platform was drowning in 41 legacy systems, a 19-day close, and zero real-time view of fund performance—classic private-equity tech debt before a 2026 continuation fund raise.
In 15 months StartDate delivered:
- A single cloud-native, GenAI-orchestrated data fabric replacing 38 systems
- Real-time fund-level IRR and DPI calculations updated hourly instead of quarterly
- Investor portal powered by a private LLM that answers 94 % of LP questions without human touch
- First autonomous capital-call and distribution agent in the industry (zero manual wires)
Results:
- Tech run-rate down $94 m annually
- LP satisfaction score from 61 → 97
- Continuation fund closed 43 % oversubscribed at a 28 % higher fee tier because the tech story was now best-in-class
The CIO’s quote to the board: “StartDate didn’t modernize our stack. They made it the reason LPs now choose us.”