Build, Buy or Balance: A Private Markets Toolkit for Designing the Right Technology Strategy

Private markets firms are under increasing pressure to scale operations, support new asset classes, and deliver greater transparency—without adding complexity to their technology stacks. As systems multiply, success depends on having a clear strategy for when to build internally, when to buy from vendors, and how to connect everything through a unified data foundation to create a golden source.  

This toolkit helps private markets firms move beyond ad hoc technology decisions and design a more resilient, scalable approach to their operating ecosystem. Inside, you will discover: 

• Practical guidance for deciding what to build internally, where to leverage vendor platforms, and how to strike the right balance 
• A structured framework for evaluating technology decisions through the lens of scalability, integration risk, and vendor dependency 
• A step-by-step toolkit to assess data foundation maturity, reduce operational friction, and design for long-term flexibility 

Download the toolkit to evaluate your current technology strategy and take a more confident, scalable approach to building a private markets technology ecosystem that can evolve as your firm grows.