September 2022
Vol 8 | Issue 584

Q&A with Ian Rubenstein of Exchangelodge


Principal Series:

Exchangelodge is a financial technology company focused on improving private markets data quality and streamlining data connectivity.

Developed for the private markets industry, Exchangelodge automates inefficient, error-prone manual data processes, and supplies actionable information ready for decision-making.

The software powers data workflows by integrating existing systems and cleansing all data for accuracy and completeness with its sophisticated business rules engine. By implementing Exchangelodge’s configurable platform, clients improve data conviction and execute on their business goals with scale and precision. With Exchangelodge, trusted private markets data emerges.

Join us for a private Family Office Insights Webinar featuring Ian Rubenstein a forward-thinking technology leader focused on overcoming tech challenges in the complex private markets industry. Passionate about this cause, Ian is the CEO of Exchangelodge, a fintech company positioned to change the future of private capital markets data workflows through a highly sophisticated, yet accessible approach. Before taking the helm at Exchangelodge, Ian spent nearly 20 years leading technology at GCM Grosvenor, a publicly traded multi-asset class alternative investment firm.

September 28, 2022 at 2:15pm-3:15pm EST
RSVP & Confirmation Required
Investors Only Please

Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here

Why is now the right time to invest in Exchangelodge?

The private capital industry has experienced tremendous growth over the past few years with assets topping $6.5T. While this trend is expected to accelerate, most industry participants are unable to participate in this growth because their operational and technology infrastructure is not scalable.

At the core of their scalability challenge is data; increased data demand from clients, regulatory oversight, dependency on quantitative decisions, and a lack of industry standards makes the current data environment overwhelming. The industry is starting to take notice. According to a recent EY study, 75% of private equity CFO’s want their teams to spend more time on technology and data initiatives.

Exchangelodge is the first to offer an industry-specific solution combining sophisticated data technology with deep private markets experience and expertise.

Furthermore, in recent years early investors in private equity technology companies have realized tremendous outcomes. Heavyweights such as BlackRock, State Street, Vista, Carlyle, and Blackstone have all made significant investments into industry participants as the once nascent opportunity has come to the forefront. Exchangelodge is positioned to be the next huge exit.

What is Exchangelodge’s growth strategy?

Exchangelodge has a two pronged go-to-market strategy with a focus on providing solutions for all market participants in an untapped market. First, our packaged solutions address common problems with built-in expertise and best practices. Second, our platform includes a collection of revolutionary software tools which enables our users to solve critical data challenges without expensive or lengthy custom development.

Our first stage of growth is focused on packaged solutions. We target the private markets industry with off-the-shelf, tailored solutions for unsolved business process and data workflow problems. These solutions include Administrator Oversight, Account Statement and Notice Processing, Portfolio Company Data Exchange, and many others targeting specific industry challenges.

Our next stage is to enable consulting partners and our clients to build their own solutions leveraging the platform. We will integrate into existing environments to bring data technology, validation and connectivity.

This powerful combination of repeatable packaged implementations offer speed and best practices while a platform subscription enables extensibility to handle unique requirements. Exchangelodge can power the entire industry from the smallest asset allocator to the largest private equity firms and asset managers.

How is the Exchangelodge solution more effective than other data validation and automation technologies?

By focusing exclusively on private markets, Exchangelodge incorporates an industry specific data model, tailored workflows and pre-built integrations with niche software and data solutions. Having deeply integrated features that coordinate within the industry is extraordinarily valuable and acts as a barrier to entry for most new entrants. We incorporate the processes of our industry-leading client base into our solutions making their best practices available to all our clients.

Additionally, our technology stack is best-in-class. From our proprietary business rules engine to our security-first architecture, the foundations of Exchangelodge secure our first-mover advantage. Our highly configurable platform enables users to independently tailor the solution to their specific needs.

This industry focus and superior technology results in accelerated implementation timelines and minimizes the expertise and time required to automate inefficient, error-prone manual data processes, to achieve trustworthy data, and scale effectively.

Ian Rubenstein of Exchangelodge

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