Summary
Before evaluating cross-fund performance analytics platforms, private market firms should first establish clear business objectives, document current fund structures and data sources, identify operational pain points, assess integration and data readiness, and align stakeholders across the organization. Completing this groundwork ensures technology evaluations are based on validated requirements, helping reduce implementation risk and improve long-term success.
John Simeone
As Vice President, Product Management at Arcesium, John Simeone serves as a product manager on the PerformA team, Arcesium's fund and investor allocations platform. He engages closely with key clients to understand their workflows, translating their priorities into direction for the product team.
