About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Framework Develops Data Management Tools for Private Equity Investment Firms

Subscribe to our newsletter

Framework is addressing the reference data management challenges of private equity investment firms with a data hub and self-service reporting and analytics tool set. While private equity technology implementation lags that of other investment sectors, Framework is following the latter’s lead with a centralised approach to data that is designed to help firms navigate the changing landscape.

Paul Whapham, principal at Framework, explains: “The technology needs of the private equity investment sector are moving on. In the past, many firms implemented best-of-breed solutions for functionality such as customer relationship management, general ledger and portfolio administration, but this has become a problem as the market has changed.”

Key shifts in the market include larger allocations from institutional investors, larger funds, bigger deals and volumes of business. Whapham describes the challenges of these changes as scaling and integrating best-of-breed and other solutions. He says: “Framework addresses these problems by consolidating data from across multiple systems and allowing stakeholders in the data to use it more effectively for tasks such as regulatory and investor reporting, and to gain a better understanding of the data.”

Framework has a track record in accounting solutions for private equity investment and is evolving to offer technology components for accounting and administration, and reporting. The company also has, and is developing, an integration layer that allows Framework components to interact with installed applications. The data hub brings together siloed investment data into one database, in one standard format.

Whapham describes the benefits Framework provides as 17 years’ experience in the private equity space, a functional data management architecture that make apps part of an IT ecosystem rather that isolated solutions, and open application programming interfaces (APIs) to gather data. He adds: “From a data management perspective, we work with what clients already have, agree on where reference data is stored and who owns it, and then understand what data and meta data needs to be gathered. Typically, the outcome of using Framework is greater efficiency and reduced operational risk.”

To date, Framework has towards 20 clients and 40 employees, half cutting code in Bangalore and the other half working in London as subject matter experts, product managers and business analysts. The company’s strength is in Europe, but it is also growing presence in the Middle East and North America. Whapham concludes: “There about 2,000 organisations in the global private equity sector and about 10% of them could gain value from Framework.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Hearing from the Experts: AI Governance Best Practices

9 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes The rapid spread of artificial intelligence in the financial industry presents data teams with novel challenges. AI’s ability to harvest and utilize vast amounts of data has raised concerns about the privacy and security of sensitive proprietary data and the ethical...

BLOG

Strong Governance, Privacy Policies Can Negate AI Risks, Informatica Says

Debate about the limitations of artificial intelligence (AI) in data management was stoked further this week when a leading vendor warned that applications built on nascent large language model (LLM) technology could pose an “existential threat” to companies if not deployed thoughtfully. Jason du Preez, vice president of privacy and security at cloud data management...

EVENT

AI in Capital Markets Summit New York

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...