Technology Solutions
Business Operations
We leverage technology to create efficiencies in accounting, treasury, and investment operations processes and increase workplace productivity.
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Client Experience
We utilize proprietary and third-party platforms to increase transparency and understanding through robust reporting and analytics tools.
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Data and Analytics
Drawing on decades of alternatives investing, we have built a data universe that spans public and private markets. This foundation powers tools that deliver transparency, enhance decision making, and drive efficiency for clients and our business.
Proprietary Data Fabric
Our data fabric governs how information flows across the firm, making it accessible to business users, technologists, and citizen developers—while ultimately enhancing the insights we deliver to clients.
Reporting and Transparency
We believe transparency is critical to our clients’ success. Our technology solutions empower our clients with seamless access to their data and user-friendly analytics solutions.
INTRODUCING
CLIENT
SCOPE
So, we built it.
Introducing ClientScope - our proprietary, web-based experience that will facilitate client interactions throughout the entire lifecycle, from onboarding through retirement.
INTRODUCING
CLIENT
SCOPE
So, we built it.
Introducing ClientScope - our proprietary, web-based experience that will facilitate client interactions throughout the entire lifecycle, from onboarding through retirement.
Strategic Partners
To meet the demands of our clients and staff, we have partnered with world-class cloud platforms for data storage and analysis along with preferred data and technology solutions providers, including:
We leverage technology to scale our business and deliver greater efficiency for clients and teams.
Exchangelodge
Automating business processes to increase efficiency and leverage from 3rd party administrator relationships
Exchangelodge
Automating business processes to increase efficiency and leverage from 3rd party administrator relationships.
The Challenge
We have long partnered with fund administrators to provide accounting and related services to our absolute return strategies clients. Without an efficient to review and oversee the data produced by the various administrators, we found ourselves preparing parallel books and records for all portfolios and relying on legacy technology that limited our ability to scale.
The Solution
By introducing automation to the validation and oversight of core accounting data via Exchangelodge, we were able to optimize our workflow. Instead of running a parallel data review process, we implemented an exception-driven oversight process, solely focusing on the problematic data. The solution supports three key areas: dataflow automation, data interrogation and cleansing, and process control.
The Results
- 400%+ increase in process efficiency from one accountant handling 12 portfolios to now handling 50+ portfolios
- 33% of related operational staff reallocated to higher-value tasks due to termination of previous operating model
- 20+ vital databases integrated via automated, real-time processes
- 50+ business rules and validations for every valuation
- 0 accounting entries are booked by our team for approximately 100 portfolios, transferring low value, time intensive work to the fund administrator
Data as of December 31, 2023.
Canoe
Eliminating manual document processing and data entry to drive organizational scale
Canoe Case Study
Eliminating manual document processing and data entry to drive organizational scale.
The Challenge
On behalf of our clients, we receive 30,000+ unique PDF documents from investment managers representing quarterly statements and cash flow notices. Many of these documents need to be manually downloaded from different sources, which is an extensive and time-consuming process. Additionally, the lack of standardization across documents makes it challenging to automate processing and manual processing is resource-intensive and not scalable.
The Solution
By leveraging Machine Learning (ML) and Artificial Intelligence (AI) via Canoe, we are able to automatically retrieve documents from various sources, efficiently review them, and automatically extract relevant data points. This creates a scalable solution and allows us to reallocate our human resources to other priorities.
The Results
- ~30% of quarterly statements are automatically booked straight through to our general ledger without human interaction
- We are positioned to reallocate ~20% of the team to other priorities
Data as of December 31, 2023.
We democratize
technology
by giving every employee the tools to innovate and contribute to transformation.
5th ANNUAL HACKATHON | More than 110 participants and mentors collaborated on projects spanning automation, AI, and employee engagement. Winners, selected by firm leadership, moved their innovative projects into production for firmwide use.
INNOVATION DAYS | Teams across the firm dedicate a full workday to using technology to improve processes and develop solutions to everyday challenges.
CITIZEN DEVELOPER PROGRAM
Program Inception
~250Program Graduates3
4
Cohorts taught per year
Our program accelerates innovation and scalability by empowering employees across the firm to learn and apply new technologies. Developed and lead by our Technology Team, the curriculum supports beginner, intermediate, and advanced participants.
Security and Business Continuity
Protecting data and minimizing risk are top priorities and core to our corporate governance.
Related News and Insights
Data as of March 31, 2025 unless otherwise noted.
1 Data as of July 11, 2024.
2 Data as of June 30, 2024.
3 Data as of December 31, 2024.
Representative list of service providers subject to change. Inclusion does not constitute endorsement by GCM Grosvenor or service provider.

