Operational
intelligence, quietly
for UCITS funds.
We sit down with the first 50 UCITS fund managers to surface hidden inefficiencies and TER improvement opportunities — before we build a thing.
Complexity compounded for decades.
Modern fund infrastructure grew across disconnected systems built for another era. Talent isn't the problem — the plumbing is.
A strategic review. Not a sales call.
You receive
- Free 45-minute Operational Intelligence Review
- Confidential operational assessment
- Short opportunity report — yours to keep
- Invitation to the Founding Partner Programme
We explore together
- Largest operational pain points
- Cost centres & vendor pricing
- How TER is monitored today
- Manual workflows & data sources
Founding partners shape the platform before it ships — and receive six months free on launch.
Confidential · Limited cohortOnce we have enough operational data, the next layer is an AI overlay that helps managers surface hidden inefficiencies and TER improvement opportunities automatically.
Confidential. Structured. Useful.
- 01
Intro call
Confirm fit. Scope the review.
- 02
45-min review
Pain points, costs, reporting, TER.
- 03
Opportunity report
A short written brief, yours to keep.
- 04
Partner invitation
If a fit — shape the roadmap.
A select group of UCITS managers.
- 01Irish UCITS Funds
- 02Fund Administrators
- 03Custodians
- 04Compliance Teams
Every basis point recovered.
Join the first fifty.
For UCITS fund managers running $100M – $1B+. A free, confidential 45-minute operational review and a short opportunity report — no obligation.
2 Kingdom Street, 6th Floor, Paddington Central, London W2 6BD