Alternative Investments Business Capabilities Model

$999.00$2,999.00

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Product Description

Finantrix Alternative Investments Business Capabilities Model – encompassing private equity, hedge funds, and related areas – captures the core essence of what an alternative investments firms do. The Alternative Investments Business Capabilities model is a set of tiered and granular business capabilities. The Alternative Investments capabilities map is an essential tool for business and technology executives in the alts space, business architects, enterprise architects, and project teams to understand, model, and transform the enterprise. The Alternative Investments Business Capability Map will function as a blueprint with a structurally sound and internally coherent list of business capabilities spanning all aspects of core Alternative Investments.

 

What is in the Alternative Investments Business Capabilities Model?

The Alternatives business capability map includes the following formats:

  • An Excel spreadsheet with the list of alternative investment business capabilities. The spreadsheet also includes additional worksheets with templates to conduct a capability assessment as well as a model to map core associations.
  • A PowerPoint format with the top three levels of the alternative investments capabilities represented in a nested visualization.
  • A Word document with the list of Alts capabilities in a multilevel list format.
  • BONUS: Business Capabilities Modeling Overview

The Alternative Investments Industry Business Capabilities Model Use Cases

A business capabilities model is a foundational artifact in the business architecture continuum. The Finantrix Alternative investments capabilities model captures and lists the end-to-end aspects of the overall functions with a detailed, multi-level capabilities list.
The principal advantages of capability modeling include, among others:

  • Capabilities act as a common language between business and technology and foster deeper alignment
  • Capabilities work as a glue – a structurally sound and internally coherent abstraction of business functions.
  • Business capabilities centric roadmaps eliminate the typical issues such as ambiguity, redundancy, and replication and focus on capability evolution
  • Juxtaposing capabilities and systems/applications provides a footprint analysis and can lead to better application portfolio rationalization decisions.

Extract from the Alternatives Investments Business Capabilities Model.

(The example below is a glimpse of the Alts business capabilities model.)

  • Investment Management
    • Private Markets Deal Management
      • Deal Sourcing
        • Watch List
        • Deal Referrals

(This is but a small sliver of the Alternative Investments Capabilities Map.)
(There are several more pillars and additional details in multiple levels of granularity.)

The Alternative investment business capabilities model is a decomposition of up to level two, three, and four as necessary.
Created by investment industry domain experts, the alts capabilities list is detailed, in-depth, and conforms to the construct of MECE (mutually exclusive and collectively exhaustive).

NOTE: Digital, Insurance, Retail Banking, Wealth Management, Investment Management, and Prime Brokerage, etc. are standalone and separate capability models. Even if they are mentioned in the Core Prime brokerage Capabilities Model, the details are captured in their capability maps, which are different and standalone.
Similarly, all the Shared Services such as Human Capital Management, Finance and Accounting, Procurement, Supply Chain Management, Marketing, and Business Intelligence are standalone capability maps.

Stipulations:

  • As the Alternative Investments Business Capabilities Model is a digital product, Finantrix will not accept any returns
  • Depending on the size and complexity of your firm, the functional areas and service lines, some or all of the capabilities may not be relevant to you.
  • Consultants, who may wish to use the capability model at several clients, have different terms and price.
  • Sold on an as-is basis and no warranties
  • This sale does not include implementation help or support. If you need professional services assistance, please contact us.
  • Please review our standard terms of service.

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Need Customization Help? Contact our Advisory Services

What are Business Capabilities?

Business capabilities are an abstraction of the underlying business functionality and are an expression of what a business does and can do. Please go here for a more thorough listing of business capability definitions various industry experts and business architecture practitioners.

What are the benefits of Business Capabilities?

There are several benefits an alternative investment like a PE firm or a Hedge Fund shall derive by practicing the core tenets of business architecture and capability mapping. Here are a few:

  1. Bridge the ever-widening business and IT chasm
  2. Execute your strategy effectively by linking capabilities to strategic pillars
  3. Identify gaps and white space opportunities
  4. Minimize replication and redundancy
  5. Avoid project silos by crafting future needs as capability-centric roadmaps
  6. Influence the backend IT enablement with clusters of capabilities which can form a business service
  7. Make vendors decisions based on more structurally sound building blocks of functionality

Will a generic business capability model fit our needs?

It is generic, but purpose-built for an investments company in alternatives space, encompassing core investment functions and transactions. Hence, based on the specific nature of the alts space, and the scope, breadth, and depth of services, somewhere between 60-90% of the Finantrix alternative investments business capabilities may fit your needs. Given this head start, you can accelerate the rest of the capabilities and have a customized alternative investments business capability model in a matter of days, not months and years.

Can we not build an alternative investments business capabilities model on our own?

Of course, you can! However, the question is whether you should? About 75-90% of the capabilities will look similar to those of other Alts firms, with the rest of the divergence attributable to both stylistic and substantive reasons. So, why start from scratch and waste intellectual capital, time and effort on something that looks similar to many of the other alts firms?

What if we already have a capability model?

Congratulations! You are well ahead of several of your peers in the sector. You may still find Finantrix Alts capability model useful to cross-reference and plug the gaps in your design.

Who would use the Alternative Investments Business Capabilities Model?

  • Business architects – for defining the insurer’s functions and abilities into a common language
  • Enterprise Architects – as an input into overall enterprise architecture
  • Product Managers – to define capability-centric product roadmaps and products as clusters of capabilities.
  • Business Analysts and project managers – draft requirements anchored to capabilities, and manage a project as a way to evolve capabilities
  • M&A Strategists – to identify capability gaps and create a corporate development plan to bridge the gaps
  • Vendor management teams – use capabilities as building blocks to evaluate vendor functionality.

Why should we pay for a capability model when we can do it ourselves?

The cost of $999 for an enterprise license is about a) Steak dinner without wine for a small team; Or b) 3-hours of a moderately priced consultant’s time Or c) the occupancy cost of the conference room in a downtown setting over several sessions. Phew! Now, do you agree that the Finantrix business capabilities map is instead the best deal in town? Yes, you are welcome!

Alternative Investments Business Capabilities Model

$999.00$2,999.00

Licensing Options
Product FAQs