Client Overview 

Avellinia Capital is a leading private credit investment manager, focusing on providing asset-based lending solutions tailored for the digital economy. With headquarters in London, Avellinia Capital specializes in offering flexible and innovative credit solutions to a diverse range of borrowers across various industries. As the company expanded its operations and investor base, the need for more efficient processes in investor relations and fund management became a top priority.

Challenges

As Avellinia Capital scaled its operations, several key challenges emerged that needed to be addressed:

• Inefficient Investor Onboarding:

Onboarding new investors became increasingly complex and time-consuming, resulting in administrative bottlenecks.

• Fragmented Reporting Systems:

The reporting process was not centralized, and significant manual effort was required to provide investors with accurate and timely updates. This fragmentation hindered transparency and often led to delays in communication.

• Manual Capital Call & Distribution Processes:

The manual management of capital calls and distributions created potential risks for errors and delays, both of which could negatively impact investor trust and satisfaction.

• Data Management Concerns:

Without real-time tracking of investor activities, Avellinia Capital was limited in its ability to react promptly to changes in investor needs or market conditions, affecting their overall agility.

The Solution

To address these operational challenges, Avellinia Capital selected Asset Class’s Investor Fund Management (IFM) solution. This innovative platform offered a comprehensive suite of tools tailored to streamline investor communications, enhance fund management, and provide real-time data and reporting capabilities.

Key Features of Asset Class’s IFM Solution:

1. Streamlined Digital Onboarding:

Avellinia adopted automated onboarding processes, resulting in a faster, smoother, and more efficient experience for new investors. This significantly reduced administrative workloads.

2. State-of-the-Art Reporting Portal:

Customizable investor portals provided Avellinia’s investors with real-time updates, fostering greater transparency and enhancing communication. Investors could now access reports at their convenience, further improving satisfaction.

3. Efficient Capital Call & Distribution Management:

By automating capital calls and distributions, the solution minimized the risk of human error and delays, ensuring that operations were timely and accurate.

4. Real-time Activity Tracking:

With enhanced data visibility, Avellinia Capital could monitor investor activities in real time, enabling them to make more informed, proactive decisions, ultimately improving investor relations.

Implementation & Support

The implementation of the Asset Class IFM solution was carried out seamlessly, with hands-on support from the Asset Class team throughout the entire onboarding phase. Julian Schickel, Co-Founder & Managing Partner at Avellinia Capital, remarked on the smooth experience:

“We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. The platform helps streamline our investor reporting and onboarding while allowing for customization. The Asset Class Team has been great in helping us to get going and is always available to support.” 

Asset Class ensured that Avellinia Capital’s specific operational needs were met through careful customizations and ongoing support, making sure that their existing workflows were seamlessly integrated into the new platform.

Results

Since implementing Asset Class’s IFM solution, Avellinia Capital has experienced significant improvements across its operations:

1. Improved Investor Communication:

Investors now have access to real-time, transparent updates via the customizable portal. This enhanced communication has strengthened investor trust and satisfaction, with Avellinia receiving positive feedback from its investors.

2. Increased Operational Efficiency:

Automating investor onboarding, reporting, and capital management processes has led to a marked reduction in manual workloads, increasing overall operational efficiency.

3. Enhanced Data Access:

The ability to track investor activities in real time has provided Avellinia with deeper insights into investor behaviors and trends. This allows the firm to make more proactive, data-driven decisions that benefit both the investors and the firm.

4. Scalable Processes:

As Avellinia Capital continues to grow, the Asset Class platform’s scalability ensures that their operations will remain efficient, no matter how large their investor base becomes.

Conclusion

By partnering with Asset Class, Avellinia Capital has been able to modernize and streamline its investor relations and fund management processes. Through the adoption of cutting-edge digital solutions, the firm has reduced manual workloads, improved investor satisfaction, and positioned itself for scalable growth.

Avellinia’s enhanced ability to deliver real-time reporting and transparent communication has enabled them to shift their focus back to core business activities, such as supporting their growing number of borrowers and expanding their market presence.

Key Benefits

Here’s a summary of the key benefits that Avellinia Capital experienced with Asset Class’s IFM solution:

• Streamlined Investor Onboarding: Faster and more efficient onboarding with fewer manual tasks.

• Customizable, Real-time Reporting Portal: Provides investors with transparent, real-time updates, improving communication.

• Automated Capital Calls and Distributions: Reduces the risk of errors and ensures timely operations.

• Enhanced Operational Efficiency and Accuracy: Automation of processes frees up time for high-level tasks, improving accuracy.

• Improved Investor Satisfaction: Real-time access to information strengthens investor relationships and trust.

For more information on how Asset Class can support your fund management needs and streamline investor relations, contact us today or book a demo to see the platform in action.