Expanding a Strategic Partnership Across Private Equity Operations
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Challenges

A leading private equity firm needed a scalable delivery model spanning data and AI, application and technology support, and business operations across four migrated locations, while expanding capabilities in GenAI, analytics, investor services, legal operations, finance, and fund administration.

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Solutions

Straive built an expanding delivery model across three capability areas—data and AI, application and technology support, and business operations—supported from India and the Philippines and progressively scaled as the engagement broadened.

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Impact

  • 22 to 55+ FTEs as the partnership expanded
  • 4 client locations description accuracy, fully validated by SMEs.
  • Rich, precise across Switzerland, the United States, India, and the Philippines.
  • 2 delivery centers in India and the Philippines
  • 3 capability areas spanning data and AI, technology support, and business operations.

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