We believe technology can smooth out the complex transactions that we invest in or advise on. Relationships and people are at the core of them, but technology can make it all easier.
That’s why we’ve built our divisions as if they were software firms, creating market-leading processes, databases, efficiencies and transparency in the process. We developed a proprietary platform, which allows us to track, monitor and optimize every step of a deal, from origination and project management to investment monitoring and collection. We continuously learn about and improve our approach to deal-making. We are willing to do things differently, not do things the way they’ve always been done.
We partnered with Salesforce, the world’s leading cloud CRM platform, and developed over 100,000 lines of proprietary code (which Salesforce used to recognize us as a leader in IB in a widely distributed case study).
We also partnered with Hockeystick, Canada’s leading private market data network, to architect our deal platforms and to underwrite, monitor and report on our portfolio companies in our Private Capital division.