A global leader in healthcare investment, this firm manages one of the industry’s most diverse portfolios, spanning seed-stage biotech ventures through large public companies in equity, private equity, and private credit.
Operating across seven offices worldwide, the organization’s IT team plays a critical role in maintaining the infrastructure that powers its global investment operations, where precision, speed, and compliance are non-negotiable.
At North Carolina State University, the Office of Research Commercialization manages a $630M research portfolio, commercializing innovations through patents, licenses, and IP agreements. Nicholas LeBlanc, Assistant Director of Operations & Finance, serves on the leadership team of a 21-person department and directly supervises six staff. His work includes protecting federal and industry-funded intellectual property, ensuring regulatory compliance, and managing multimillion-dollar revenue streams.
As a financial advisory firm navigating the complexities of the insurance landscape, Planning Pros faced unique challenges brought about by stringent regulatory demands. From processing client applications to managing month-end checklists, the need for a streamlined, secure, and compliance-driven system was vital. This was where Process Street turned the tide for them.
Most companies separate compliance and operations.
Policies are written, stored, and reviewed on one side. Work gets executed, tracked, and reported on another.
Audits arrive later, scrambling to connect the two.
That separation is costly. It creates missed steps, inconsistent execution, and regulatory exposure. The distance between “what should happen” and “what actually happens” is where risk lives.
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Elite Business Ventures (EBV) was a high-volume compliance and safety solutions provider with over 65 employees and millions in annual revenue. Known for brands like OSHA4Less, EBV served tens of thousands of customers in regulated industries across the United States.
At Teach 4 the Heart, a fast-growing professional development provider for Christian educators, scaling operations meant finding a better way to manage daily tasks, email campaigns, and large-scale events like the Rise Up Summit.
In healthcare, every delay has consequences. When processes break down, patients wait, clinicians burn out, and treatments stall. Globally, nearly 25% of a clinician’s workday is swallowed by admin, not care. And 30–40% of treatment delays can be traced back to outdated, manual workflows.
If your Joint Commission audits feel like a fire drill, you probably have a workflow problem.
Our partner Improv, just published an article detailing how to use Process St to prepare for a Joint Commission audit. Read more from Dr. Sarah Inman and Kai deSilva on how to build a bulletproof compliance system while avoiding binders and burnout.
In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients. However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading
Private equity processes are complex and involve multiple stages, from deal sourcing and due diligence to portfolio management and exit strategies.
To streamline these operations, many firms rely on templates to ensure consistency, efficiency, and accuracy throughout each phase. Templates for financial modeling, due diligence checklists, management reports, and client communication help standardize the approach, reduce errors, and improve collaboration across teams.
By utilizing these tools, private equity firms can focus on making informed decisions, optimizing portfolio performance, and driving value creation.
This article explores the key private equity processes and provides the essential templates that simplify and enhance them.
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