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What you should expect from any software vendor interested in your success
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.
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.
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.
Clients that do not assign these resources or the resources simply do not take effective ownership and rely on Support & Maintenance.
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.
Startup clients or those going through organizational restructuring and creating new processes.
Want to learn more about the leading Data Platform for Private Markets? Request your own personalized demo or shoot us an email below.