Technology your team actually uses
Your technology is becoming a bottleneck, and you can’t pinpoint where. Purchased systems sit underused, work drifts back to spreadsheets, and data is scattered. Or a major platform or AI decision is coming, and every vendor sounds the same.
I’ve spent 25+ years implementing investment systems and building the software institutional investors use, starting with implementations at Atlas Venture. I know how vendors deliver and where implementations stall.
What I do
What problem each platform actually solves, and whether to buy or build.
Selection and implementation
Cut through the vendor noise
Requirements, vendor evaluation, and an implementation plan with real ownership on your side.
Adoption
The data, workflows, and training that make a new system part of how the office works.
AI readiness
Where AI fits in your workflows, and the use policies to govern it.
New systems usually land on a team that is already stretched. I help you staff and run the implementation so the system holds. I do the same work for GPs on their own firms’ technology, including the software their teams build in-house.