Location: Chicago, Illinois

Challenge

Despite having sophisticated in-house capabilities, the firm faced mounting complexity that threatened its ability to scale efficiently:

• Manual Excel-based processes constrain operational efficiency
• Limited ability to perform quick scenario analysis for strategic decisions
• Key person dependencies create operational risk
• Growing investor demands for sophisticated reporting and real-time analytics
• Need to scale operations efficiently without proportional headcount growth

Solution: Maybern Platform Implementation

Approach:

1. Strategic Vision Development: The CFO outlined a transformation strategy focused on enhancing their in-house capabilities:
   
   • Maintain control while eliminating manual processes
   • Create a single source of truth for fund data
   • Enable strategic decision-making through advanced analytics
   • Build a scalable foundation for growth
2. Solution Evaluation: After evaluating various options, they identified Maybern as a platform that could:
   
   • Automate complex calculations while maintaining control
   • Centralize fund data and reporting
   • Support strategic analysis and modeling
   • Scale efficiently with their growth plans
3. Implementation Planning: Developed a comprehensive approach to:
   
   • Systematically transition from Excel-based processes
   • Establish automated workflows and controls
   • Train teams on new capabilities
   • Build repeatable processes for future growth
4. Organizational Integration: Implemented Maybern as a unified platform that enhanced existing operations while enabling new capabilities

Results:

1. Enhanced Control Environment:
   
   • Complete audit trails for all calculations
   • Automated validation of complex waterfalls
   • Systematic documentation of methodologies across vehicles
   • Reduced key person risk through standardization
2. Improved Operational Efficiency:
   
   • Streamlined waterfall calculations and investor allocations to save 50% prep time
   • Faster response times for investor queries
   • Reduced manual touchpoints
   • Enhanced ability to scale without proportional headcount growth
3. Strategic Capabilities:
   
   • Enhanced investor reporting capabilities
   • Proactive performance monitoring
   • Flexible analysis tools
4. Future-Ready Foundation:
   
   • Standardized processes supporting rapid scaling
   • Flexible architecture adapting to new fund structures
   • A platform for continued innovation
   • Enhanced ability to meet growing investor demands

Long-term Impact:

1. Strategic Value:
   
   • Maintained valued operational control while eliminating manual processes
   • Created a foundation for efficient scaling
   • Enhanced ability to meet sophisticated investor demands
   • Freed resources for strategic analysis
2. Organizational Efficiency:
   
   • Reduced operational risk through standardization
   • Improved response times for investor requests
   • Enhanced ability to manage complexity
   • Scalable processes for future growth
3. Enhanced Control:
   
   • Strengthened audit trails and documentation
   • Systematic validation processes
   • Eliminated Excel risk by controlling inputs into key calculations
   • Reduced key person risk

Outcome

By strategically implementing Maybern, this investment manager transformed its in-house operations into a scalable foundation for growth. The platform enhanced its existing capabilities while enabling new levels of efficiency and control. By modernizing its approach to fund operations, it's positioned itself to handle increasing complexity while maintaining the benefits of its vertically integrated model.