25 Years Experience Working at A hedge fund/pe firm

10 years of active consulting

Get the green light and Robin Greene gets you across the finish line.

 

  • Targeted Alternative Asset Expertise — Specialized project consulting tailored specifically for Hedge Funds, Private Equity, and Venture Capital firms.

  • Core Operational Specializations — End-to-end optimization across CRM functionalities, data cleanup, investor reporting, compliance workflows, and high-impact user conferences.

  • Distinguished Professional Traits — Best known for surgical attention to detail, outside-the-box problem solving, and delivering highly efficient, actionable blueprints.

  • Deep Institutional Tech Stack — Hands-on mastery of industry-standard systems including Salesforce, Backstop, Dynamo, Clienteer, Investran, Intralinks, and proprietary software.

Request References
 

SERVICES & FEATURES

CONVERSIONS | DATABASES UPDATING | CHOOSING CRMs | DATA CLEAN UP | WEBSITES

Implementing CRM’s - Converting from Outdated

Conversions

Converting to a more efficient tool can be overwhelming.  Don't let the implementation process stop you, hire an expert.

  • Maintain Dashboard and Timeline

  • Breakdown Tasks and Provide Homework and To Do's in Manageable Bundles

  • Advise on Best Practices

  • Communicate Needs and Keep IT, IR, Marketing, Vendors Updated and Informed

  • Follow-up and Chase Decision Makers

Decision Making and Continued Support as Outsourced IR Ops

Client Relationship Management Tools & Outsourced IR Ops

Investor Relations CRM's offer many advantages.  Choosing the right one can be daunting.  What to consider/evaluate:

  • Need Calculations? Reconciliations to CRM?

  • What Workflows can be Captured or Enhanced?

  • Upload Tools/Importing from 3rd parties?

  • Multiple Users/Departments Purposes and Goals?

  • Automation Requirements?

  • Reporting Needs?

Data Integrity

With multiple users data can get muddy.  Cleaning it up can be time consuming and tedious.  Who has the time?

  • Merging Duplicative Companies

  • Creating Parent Companies

  • Spying Duplicative Contacts that have Switched Firms

  • Verifying through LinkedIn

  • Integrity of Data: Whatif's, VLookups, Countifs, Conditional Searches

  • Process to Maintain Integrity Going Forward and Avoid User Pitfalls

ilya-pavlov-87438.jpg

INVESTOR WEBSITE

 Emailing documents may be quick and your standard operating procedure but get your documents to your investors securely and store in one place.

  • Track Usage

  • Automatic Linking to Active Funds or Accounts

  • Configure for Fund level, Account level, Series level

  • Match your Work Flow

  • Integrate with your CRM

“PASSIONATE, DETERMINED, PERSISTENT”
— Associates and colleagues
Request References