Case Study - Comprehensive financial operations and digital infrastructure management
Cortina Capital needed a trusted partner to handle their complete financial operations and maintain their digital infrastructure, allowing them to focus on core investment activities.
- Client
- Cortina Capital
- Year
- Service
- Managed Financial Services, Tech Stack Management, Digital Operations
Overview
As a growing investment firm, Cortina Capital faced the challenge of managing increasingly complex financial operations while maintaining focus on their core business of identifying and nurturing investment opportunities. They needed a comprehensive solution that would handle not just their day-to-day financial management, but also their entire digital infrastructure.
We established a continuous managed services partnership that covers every aspect of their financial operations and digital presence. From daily transaction recording and month-end reconciliations to annual tax strategy and preparation, we serve as their dedicated back-office team.
Our services extend beyond traditional bookkeeping to include sophisticated financial reporting, cash flow analysis, and strategic financial planning. We also maintain their complete technology stack, ensuring their digital tools and infrastructure remain current, secure, and optimized for their evolving needs.
This comprehensive approach allows Cortina Capital's leadership to focus entirely on investment decisions and client relationships, knowing that all operational aspects are being handled with the highest level of expertise and attention to detail.
What we did
- Financial Management & Bookkeeping
- Tax Preparation & Planning
- Financial Reporting & Analysis
- Tech Stack Management
- Digital Infrastructure Maintenance
- Compliance & Documentation
- Reduction in administrative overhead
- 95%
- On-time financial reporting
- 100%
- Improvement in cash flow visibility
- 40%
- System uptime maintained
- 99.9%