Fund-tracking automation to support growth to 100+ investors
- Location
- Florida, USA
- Year
- 2017
- Engagement
- Profitability Improvement: Reporting & Automation
Client had developed a cryptocurrency fund with about 50 investors. Algorithmic crypto trading was converted to USD gains and allocated based on share and referral incentives. Current approach to tracking positions was no longer effective for scale.
Our team redeveloped fund tracking file to automate all calculations for real-time updates and daily distributions. We developed additional functionality as fund expanded to additional investments (swaps, options etc.).
Measurable impact
$250M
Fund reached $250M in assets
Financial Services
Measurable impact
100+
Investors increased from 12 to over 100 over ~6 weeks with multiple levels of referrals
Financial Services
Measurable impact
4
4 follow-on projects with client for additional funds and offerings
Financial Services