Professional Services

What you should expect from any software vendor interested in your success

Platform Implementation

What is it?

Custom configuration of a new Mercatus account to client specific process and outcomes.

Examples include: setting up a Deal Management process for a private equity fund, an Asset Management process for an infrastructure fund, an Investor Management process for a GP reporting to LPs, or establishing an ESG process across any of these examples. Mercatus has plenty of templates to choose from, but every business is unique and benefits from a tailored approach for maximum success.

Who is it for?

Any new client. Some can benefit from out-of-the-box Mercatus dashboards or fields, but regardless all will have customizations and nuances to individual processes or goals.

Platform & Reporting Management

What is it?

To manage the Mercatus Platform effectively long-term, clients should have a Workflow Manager and Reporting Manager that own the configuration of the system and design/build new reports for the organization.

Who is it for?

Clients that do not assign these resources or the resources simply do not take effective ownership and rely on Support & Maintenance.

Process Design & Consulting

What is it?

Define processes for organizations where structure doesn’t exist today. For example, no annual asset forecast process involving financial models, no quarterly reporting process, no pipeline review process, etc.

Who is it for?

Startup clients or those going through organizational restructuring and creating new processes.

Connect with Mercatus

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