List of IVP Portfolio Solution Customers
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Since 2010, our global team of researchers has been studying IVP Portfolio Solution customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased IVP Portfolio Solution for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using IVP Portfolio Solution for Portfolio and Investment Management include: Blue Owl Capital, a United States based Banking and Financial Services organisation with 1100 employees and revenues of $1.99 billion, Bain Capital, a United States based Banking and Financial Services organisation with 1900 employees and revenues of $300.0 million, Sands Capital, a United States based Banking and Financial Services organisation with 194 employees and revenues of $20.0 million and many others.
Contact us if you need a completed and verified list of companies using IVP Portfolio Solution, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The IVP Portfolio Solution customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bain Capital | Banking and Financial Services | 1900 | $300M | United States | Indus Valley Partners | IVP Portfolio Solution | Portfolio and Investment Management | 2023 | n/a |
Bain Capital implemented IVP Portfolio Solution in 2023 with Indus Valley Partners listed as the solution provider. The IVP Portfolio Solution is positioned to support Portfolio and Investment Management for private funds in the United States, and the deployment at Bain Capital centers on portfolio management, analytics, and investor reporting capabilities.
Configuration emphasis aligned to portfolio analytics, investor reporting, and compliance capabilities inferred from IVP product materials, including setup of analytics models, standardized investor reporting templates, and compliance monitoring workflows. The implementation established a centralized data model for fund positions, performance calculations, and attribution analysis to enable consistent reporting and analytics across strategies.
Operational coverage targeted Bain Capital business functions including portfolio management, investor relations, and compliance, with role based access controls and standardized reporting workflows to enforce governance. Integrations and specific upstream systems were not disclosed in source materials, therefore the deployment narrative focuses on internal configuration, modular capability enablement, and process alignment typical for Portfolio and Investment Management platforms.
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Blue Owl Capital | Banking and Financial Services | 1100 | $2.0B | United States | Indus Valley Partners | IVP Portfolio Solution | Portfolio and Investment Management | 2023 | n/a |
In 2023, Blue Owl Capital implemented IVP Portfolio Solution, a Portfolio and Investment Management application, to centralize portfolio analytics, P&L attribution and investor reporting for its buy side operations in the United States. IVP lists Blue Owl among its partner and client logos and the IVP Portfolio Solution is positioned to consolidate analytics and reporting workflows for investment organizations. The deployment used IVP Portfolio Solution capabilities aligned to portfolio management, decision science and investor reporting, configuring a unified data model for consolidated P&L attribution, performance analytics and templated investor deliverables. Configuration work centered on instrumenting decision science outputs into portfolio analytics, formalizing attribution routines and standardizing investor reporting pipelines. Operational scope covered investment teams and investor relations functions within Blue Owl Capital in the United States, with governance focused on standardized attribution processes and centralized reporting ownership to reduce fragmentation across strategies.
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Sands Capital | Banking and Financial Services | 194 | $20M | United States | Indus Valley Partners | IVP Portfolio Solution | Portfolio and Investment Management | 2023 | n/a |
In 2023 Sands Capital implemented IVP Portfolio Solution from Indus Valley Partners as a Portfolio and Investment Management application to support fund-level portfolio monitoring, performance analytics and investor reporting in the United States. The IVP Portfolio Solution is presented by Indus Valley Partners on its consultancy page and is positioned to help funds with portfolio monitoring, performance analytics and investor reporting for investment management teams.
Configuration and modules implemented align with portfolio analytics, reporting and data management capabilities inferred from IVP product descriptions, with the IVP Portfolio Solution supporting time series performance analytics, consolidated portfolio data models and investor reporting workflows. Functional deployment emphasized modular analytics layers and a centralized data management capability to enable consistent valuation, attribution and standardized reporting outputs.
Operational scope concentrated on investment operations, portfolio management and investor relations within Sands Capital’s U.S. fund management activities, with the application supporting routine reporting cycles and portfolio monitoring workflows. The implementation narrative indicates usage by portfolio analysts and reporting teams, embedding the IVP Portfolio Solution into investment decision support and client reporting processes.
Governance and process changes focused on data stewardship and reporting controls, instituting role based access and structured report generation cadence to support investor reporting and performance disclosure. The implementation is described as a Portfolio and Investment Management initiative intended to standardize analytics, data management and investor reporting across Sands Capital’s investment functions.
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