CONSULTING

At LakeStream BI, we understand the complex and dynamic nature of the investment management industry. Our tailored consulting services are designed to support investment managers in navigating challenges and maximizing opportunities. With a focus on delivering strategic insights and practical solutions, we help our clients achieve their business objectives efficiently and effectively.

FUND STRUCTURING, MERGERS, AND LIQUIDATIONS

Navigating the intricacies of fund structuring, mergers, and liquidations requires deep industry knowledge and expert guidance. Our team at LakeStream BI provides comprehensive support to ensure that your fund is optimally structured to meet your investment goals and regulatory requirements. Whether you are merging with another entity, considering a liquidation, or changing jurisdictions, we offer strategic advice and hands-on assistance to ensure seamless transitions and optimal outcomes.

Fund Structuring

Design and implement fund structures that align with your investment strategies and compliance needs.

Mergers

Facilitate smooth mergers by managing due diligence, integration, and stakeholder communications.

Liquidations

Guide you through the liquidation process and ensuring compliance.

Jurisdiction Change

Expert assistance in changing the jurisdiction of your fund to benefit from favorable regulatory environments and other efficiencies.

TECHNOLOGY IMPLEMENTATION

In today’s fast-paced investment landscape, leveraging the right technology is essential for maintaining a competitive edge. LakeStream BI offers expert guidance on technology implementation, helping you choose and deploy systems that enhance your operational efficiency and support your investment strategies. From portfolio management systems to data analytics platforms, we ensure that your technology infrastructure is robust and future-proof.

Portfolio Management Systems

Implement cutting-edge systems for real-time portfolio management and analytics.

Data Analytics Platforms

Leverage advanced data analytics to gain actionable insights and drive informed decision-making.

Technology Integration

Seamless integration of new technologies with your existing systems to enhance performance and efficiency.

SERVICE PROVIDERS SELECTION

Choosing the right service providers is crucial to the success of your investment management operations. LakeStream BI helps you identify and select service providers that best meet your needs in areas such as custody, fund administration, auditing, and legal services. Our rigorous selection process and wide network of service providers ensures that you partner with providers who offer the best value, reliability, and expertise.

PROCESSES OPTIMIZATION

Optimizing your processes is key to improving efficiency and reducing costs. LakeStream BI works closely with your team to identify inefficiencies and implement best practices that streamline your operations. Our process optimization services cover a wide range of areas, including trade execution, compliance, reporting, and client servicing.

At LakeStream BI, our goal is to empower investment managers with the tools, insights, and support they need to thrive in a competitive market. Contact us today to learn more about how our consulting services can help you achieve your business objectives.