Case Study
Validus Capital is a multi-family practice that provides white-glove investment management and advisory services to high-net-worth clients. One point of distinction for Validus is offering clients accounting and financial reporting typically handled by a third-party CPA or bookkeeping firm.
Achieving that vision required an accounting/ERP platform that could handle the complexities across multiple entities owned by clients with $50 million or more in assets. Sage Intacct emerged as Validus’s solution of choice.
With Sage Intacct in place, Validus has outstanding efficiency,
visibility, and control, and its multi-family office clients receive
financial reports when they need them. The improvements
have had a far-reaching impact for the firm, including:
• Avoided hiring two or three accounting FTEs
• Streamlined the monthly client close to as few as five days
•Delivered ad hoc reports in hours, not weeks
• Gained full visibility into client financials
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