Welcome to the Standard Operating Procedures explorer. Select a department to view its detailed workflows, or explore cross-departmental policies and end-to-end journeys.
End-to-end client onboarding from first contact through fund deployment. This is the primary revenue-generating workflow.
Pooled investment vehicle for committee members, covering a 5-year investment period from formation to exit.
Core investment pipeline from deal sourcing through portfolio management and exit.
Financial operations including daily cash management, AR/AP, budgeting, payroll, treasury, and financial reporting.
Technology operations, software development lifecycle, infrastructure, security, and vendor management.
Lead generation, qualification, proposal delivery, and client handoff to the investment pipeline.
Operational oversight, process improvement, cross-functional coordination, compliance, and vendor management.
Recruitment, hiring, onboarding, and probation management for all departments.