Fund structuring, mergers, and liquidations
Navigating the intricacies of fund structuring, mergers, and liquidations requires deep industry knowledge and expert guidance. Our team at LakeStream BI provides comprehensive support to ensure that your fund is optimally structured to meet your investment goals and regulatory requirements. Whether you are merging with another entity, considering a liquidation, or changing jurisdictions, we offer strategic advice and hands-on assistance to ensure seamless transitions and optimal outcomes.

Technology implementation
In today’s fast-paced investment landscape, leveraging the right technology is essential for maintaining a competitive edge. LakeStream BI offers expert guidance on technology implementation, helping you choose and deploy systems that enhance your operational efficiency and support your investment strategies. From portfolio management systems to data analytics platforms, we ensure that your technology infrastructure is robust and future-proof.

Service providers selection
Choosing the right service providers is crucial to the success of your investment management operations. LakeStream BI helps you identify and select service providers that best meet your needs in areas such as custody, fund administration, auditing, and legal services. Our rigorous selection process and wide network of service providers ensures that you partner with providers who offer the best value, reliability, and expertise.

Processes optimization
Optimizing your processes is key to improving efficiency and reducing costs. LakeStream BI works closely with your team to identify inefficiencies and implement best practices that streamline your operations. Our process optimization services cover a wide range of areas, including trade execution, compliance, reporting, and client servicing.