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Hamilton Lane Implements Hazeltree Private Markets to Manage Capital Activity Lifecycle

Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology

Hazeltree Private Markets Provides Full Cash Transparency and Projections, Cash Optimization and Streamlined Investor Interactions

Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for alternative asset investment firms, is pleased to announce that leading private markets asset management firm Hamilton Lane has successfully implemented Hazeltree Private Markets.

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Hamilton Lane is increasingly leveraging technology to bolster its middle-office functions by enhancing its operational infrastructure to support growth driven by its investment success. Hazeltree Private Markets is designed to increase operational efficiencies and controls by centralizing capital activity, from cash balance monitoring to movements of capital calls and distributions. Hamilton Lane partnered with Hazeltree to reduce its reliance on manual processes and to more efficiently support its continued growth and increase in investor requests.

“As we continue to grow, we’ve been focused on leveraging technology to process client data in a more timely manner and help scale effectively,” said Chris Corrao, Managing Director and Head of Operations for Hamilton Lane’s Client Services Department. “Hazeltree has demonstrated an understanding of our specific needs, and helped us convert our complex operational processes into an automated solution. We now have an enterprise view of our capital activities, and can move cash, initiate capital calls and more effectively support our investor demands.”

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“Private equity CFOs and COOs are taking major steps toward making their organizations more scalable, competitive and efficient,” said Sameer Shalaby, President and Chief Executive Officer of Hazeltree. “Private markets firms have been embracing technology to meet investor demands in a cost-efficient and scalable manner.”

Hazeltree’s cloud-based solution transforms the way alternative investment firms manage their capital activities, empowering them to unlock additional value and improve operational efficiency while strengthening internal controls and managing risk. Hazeltree focuses on innovation, connectivity, and automation to help clients achieve operational excellence and enhanced performance.

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