Case Study 2026

How Anduin Helps Build a Digital Foundation for Growth at Neuberger

alinbui@anduintransact.com (Alin Bui) — Sat, 12 Sep 2026 04:40:15 GMT

The Challenge: Neuberger's Battle with Fragmented Data and Disjointed Systems

Just a year ago, Neuberger was battling a quiet revolution: there needed to be a golden source of truth for investor data. Like many other large firms, Neuberger managed investor information across several platforms—from CRM to fund administration tools—often duplicating the same data fields in multiple systems. This created inefficiencies and required significant manual oversight, especially during investor onboarding.

How Accolade Partners Simplifies the LP Experience to Raise over $1 Billion with Anduin

alinbui@anduintransact.com (Alin Bui) — Sat, 12 Sep 2026 04:37:54 GMT

The Challenge: Attracting New Investors and Empowering Existing LPs

With decades of experience, Accolade Partners knew the heights the private markets had been riding wouldn’t last forever. Their disciplined strategy of building focused, high-quality portfolios had worked, but they needed new ways to sustain growth.

NXSTEP Doubles Efficiency and Achieves 95% LP Adoption Rate with Anduin

alinbui@anduintransact.com (Alin Bui) — Sat, 12 Sep 2026 04:34:29 GMT

The Challenge: Selecting the Optimal Technology for a New Fund

With over 20 years of experience in private markets, Chris Earthman was no stranger to alternative investments. While at a family office, he set up more than five SPVs, managing the fundraising and administrative efforts each time. The endless paperwork and time-consuming communication with investors, even for small groups, felt like an unavoidable burden.

Antler Standardized Processes and Aligned Teams Across 10+ Offices for Seamless Fundraising

alinbui@anduintransact.com (Alin Bui) — Sat, 12 Sep 2026 04:30:58 GMT

The Challenge - From Manual Processes to Global Expansion

In early 2019, Shalaka Uchil, excited to join Antler’s Capital Team, found that onboarding investors was still a “ridiculously manual process for a tech company.” She would print out hundreds of pages of fund subscription documents, set up dozens of in-person meetings to explain KYC requirements, and then book follow-up meetings to certify the requested documentation.