Streamline Software was founded in 1996 and provides specialized consultancy services to fund-of-fund managers, fund administrators and institutional investors. Our focus is finding enterprise solutions to optimize and scale our customers’ business. This includes strategic planning, optimization of current state operating models, software selection, system integration and customized software development. Ultimately our solutions: 1) reduce operational risk for our customers 2) streamline their business processes and 3) maximize the use of capital expenditures.Current/Former Clients- Single and Multi-Family Offices- HSBC- Tremont Group Holdings Inc.- Software Vendors in Alternative Investments- Comte Consulting SaRL- Private ClientsSpecialties: - Expertise in building or selecting solutions to service the front, middle and back-office of asset allocators or service providers in the alternatives space. - Experience creating robust web-based platforms to meet the needs of our customers and ultimately their investors or customers. - Provide years of experience in streamlining manual business processes, introducing automation where appropriate and recommending best practices throughout a customers’ business.

- Manage the firm’s Operations and Information Technology teams.- Facilitated software acquisition of Asset Management Platform (AMP) to service the Manager-of-Manager marketplace (Fund-of-Funds, Endowments, Family Offices and Pension Plans).- Authored business plan, financial model and product marketing presentation to raise capital for operating the firm.- Met with Venture Capital firms, Angel investors and numerous software companies to give business plan presentation and review Centaura’s 2-3 year business strategy.- Responsible for product marketing material, website and any brochures sent to prospects.- Managed sales pipeline of prospective customers for the firm.- Negotiate employment and consultant agreements, customer contracts and vendor agreements.- Responsible for management of firm’s finances, including billing, monthly financial reviews and firms payables.- Responsible for the firm’s product roadmap for the AMP suite and oversight related to architecture, implementation and product releases. - Supervise over the development process to ensure standards are adhered to and the software development life cycle is followed.

Provided consulting services for Fortune 500 companies.