From ESG reporting to legal services, streamline your firm’s processes with our list of service providers offering tech-based solutions to everyday issues.



Matthew de Villiers, CEO: “Investment managers are faced with many challenges when it comes to gathering, maintaining and analyzing ESG data to enable responsible investment decisions. Greenstone’s purpose-built SaaS solution, InvestorPortal, enables private equity firms to access and aggregate consistent, comparable and accurate ESG performance data from across their funds and portfolio companies”

Clients: Greenstone’s average client has around $5 billion in AUM.

Contact: Toby Robertson, head of InvestorPortal, +44 (0) 20 3031 4004



“Hazeltree’s cloud-based solution transforms the way alternative investment firms manage their capital activities, empowering them to unlock additional value and improve operational efficiency while strengthening internal controls and managing risk. Hazeltree focuses on innovation, connectivity and automation to help clients achieve operational excellence and enhanced performance.”

Clients: Over 200 financial institutions globally have chosen Hazeltree to manage their liquidity and funding such as Hamilton Lane, Neuberger Berman, Oasis and many more.




Troy Pospisil, founder and CEO: “InCloudCounsel modernizes legal processes, globally, for many of the world’s leading private equity firms. The company offers scalable, end-to-end solutions for processing routine contracts such as NDAs and abstracting complex documents by pairing its worldwide network of experienced lawyers with advanced software, and offers the first purpose-built software tool designed to help funds manage their obligations with LPs.”

Clients: PE firms of all sizes, including Warburg Pincus, Oak Hill Capital and Battery Ventures

Contact: Brian Korchin, managing director and VP of sales



“Resolvr is an expense allocation software platform that handles expense management, allocation and cost containment for funds representing over $50 billion of AUM. The software utilizes a proprietary library of allocation strategies, from AUM to capital commitments to portfolio company-specific costs. Resolvr enables private equity fund, hedge fund and fund administrator managers to comply with the SEC’s expense allocation requirements.”

Clients: Resolvr currently works with around a dozen clients, including hedge funds and private equity firms, with over $1 billion AUM, or five or more legal entity fund structures.



This list will be updated on a regular basis. Contact us to have your firm included. Providers in this list have not paid to be featured.