TRANSFORMING
PRIVATE EQUITY
TECHNOLOGY. STRATEGY. OPERATIONS
WHAT WE DO
Invati is global consulting firm focused on delivering operational transformation and enabling modern technology solutions to the private equity industry
HELPED LEADING FIRMS
OUR SERVICES
Strategic
Advisory
We work with clients to devise operational and technology strategies to support their funds, investments and investors
System Selection & Implementation
Critical to ensuring the successful deployment of any strategic plan and operational transformation is ensuring the right enabling technologies are identified and deployed.
Artificial
Intelligence
We work with clients to devise operational and technology strategies to support their funds, investments and investors
Data & Analytics
We consolidate data across multiple different formats, locations and source systems to provide our clients with new ways to analyze, manage and forecast their business and investment performance.
Cloud Strategy
Complex business transformations and technology implementations have great potential to deliver value but often fall short. We help our clients deliver outcomes that protect, optimize and, most importantly, deliver positive results.
Operational Transformation
We help our clients define their target operating model, optimise their business processes and define their functional requirements.
Investran Consulting
We consolidate data across multiple different formats, locations and source systems to provide our clients with new ways to analyze, manage and forecast their business and investment performance.
Investor Portal
Complex business transformations and technology implementations have great potential to deliver value but often fall short. We help our clients deliver outcomes that protect, optimize and, most importantly, deliver positive results.
CRM for
Private Equity
We help our clients define their target operating model, optimise their business processes and define their functional requirements.
Faster Capital Raising
With ready to deploy investor relations solution available, get insights into investor data. Prepare investor pitch decks better and faster. Plan your capital raising more efficiently.
Unlock scalability of funds and raise larger funds. Aim Higher. We have worked with private equity companies that have grown rapidly.
- Prioritize and Plan Meetings
- Investor Data available on mobile phone
- Quickly deploy the solutions to scale
- Integrated Reporting Portal
- Improve Confidence with Data
- Produce Customized Pitch Decks
Fund Closing
With smarter Technology solutions
Unlock Scalability of Deal Teams
Smarter Deal Flow
Integrate into Deal Flow systems and manage with data driven deal identification. Handle due diligence, capital calls, expense flows and roll up to deal closing in a unified workflow.
Stay compliant by tracking deal expenses and manage institutional capital better.
- Integration into Data Systems
- AI and Rule Based Deal Identification
- Improve Deal closing and Monitoring Workflows
- Market Analytics & PME for better reporting
- Manage from your Mobile phone
Deal Flow
With smarter Technology solutions
Unlock Growth Potential for Capital Raising
Investor Relations
Ready to deploy system on Dynamics and Salesforce for effective capital raising
Investor Reporting Portal
Ready to deploy fully customizable Reporting portal for better investor engagement
Data & Analytics
Prebuilt data management and analytics solutions, deploy solutions quickly and unlock data
Deal Flow Management
Manage deal pipeline efficiently with data driven decisions.
Offerings
Our unparalleled industry expertise and large pool of tools and frameworks, unlock your data and processes growth.
Invati is founded by few of the most senior technology executives from private equity.
Your Trusted Partner in unlocking Growth
Human Centered Process and Technology Solutions
Have Questions ?
Please feel free to reach out to us. We will be excited to talk with industry constituents and experts and learn about goals and provide you no obligation consultation about industry solutions and our recommendations.
