Applying EOS methodology, I began with a focused V/TO alignment session with the leadership team to define the Core Focus on “democratizing access to high-yield alternatives” and set Rocks like “Integrate core platforms within Q1” and “Standardize data governance by Q2.” As Integrator, I facilitated IDS sessions in Level 10 Meetings to resolve integration blockers, such as data discrepancies between front-end investor portals and back-office accounting.

For the Process Component, I mapped out six core processes (e.g., investor due diligence, capital calls/distributions, NAV reviews, carried interest modeling) and redesigned them for automation. I project-managed the integration of Salesforce CRM, Snowflake data warehouse, and Looker Studio for visualization/reporting, creating dashboards for PCAP statements and real-time analytics.

The Data Component was strengthened by establishing a centralized governance framework with audit trails and compliance checks, using tools like Zapier for automated workflows. In the People Component, I assigned clear accountabilities via the Accountability Chart, cross-trained team members on new systems, and tracked progress through a weekly Scorecard with measurables like data accuracy rates and onboarding cycle times. Regulatory alignment was ensured by embedding SEC/AML/KYC protocols into each process step.