SAN MATEO — Mercatus, a leading investment data platform for the private markets, is pleased to announce it has created a Strategic Advisory Board. Our advisors were selected based on their success and expertise in the private capital markets and the wealth of industry knowledge and experience they will bring to our clients.
The journey to digitization and investment data transparency in the private markets can be challenging. Our Strategic Advisory Board was formed to help Mercatus’s private market clients as they navigate the decision-making, technology selection, and change management that’s part of this journey.
“Private market investors have complex and unstructured data that is often locked up in various bespoke point solutions or spreadsheet-based financial models,” said Haresh Patel, CEO of Mercatus. “Our clients will be well served by these industry veterans who will share their knowledge about data architecture, data strategy, and lessons learned from their own data technology experiences.”
“Mercatus fills an increasing data aggregation void for alternative investment managers that brings together complex front to back data elements in a single technology solution,” said SAB member John Dorogoff.
“The software has amazing potential—it is so elegantly designed that it can support any asset class, which is a holy grail,” said SAB member Assunta Gaglione-Austin. “And the team is smart, energetic and full of actionable ideas to help fund managers quickly move from data to information to insight.”
The Strategic Advisory Board members are:
Mr. Dorogoff is the former Managing Director and Chief Information Officer of the Asset Management business at Deutsche Bank and Managing Director, Global Head of Operations, Real Estate and Corporate Services at Neuberger Berman. His 25+ years in the financial services industry includes experience in securities and technology operations, planning, budgeting and cost reduction initiatives, auditing, securities regulation and financial and management reporting.
Ms. Gaglione-Austin is the former co-CTO of KKR & Co. Inc., where she led a global technology team responsible for enterprise technology strategy and execution for the $200B AUM global asset management firm. During her decades of experience in the financial services industry, Assunta built innovative, industry-level-award-winning software for different functions, including sales and deal pipeline management, client portals, data engineering, automated listed equity trading and private markets portfolio company data aggregation, analytics and reporting.
Mr. Lennon is the former Chief Information Officer at Barings, a global investment management firm owned by Massachusetts Mutual Life Insurance Company, where he oversaw a global team responsible for the firm’s core technology, enterprise data, and cybersecurity. Among other accomplishments in this role, Mr. Lennon appointed a Chief Data Officer to implement tools and capabilities to drive insights and enhance decision making. Previously he was Managing Director and Global Head of Technology Solutions and Portfolio Services at Babson Capital Management.
Mr. Ritter is the Managing Director of Real Assets at the University of California, where he manages a team of investment professionals focused on real estate, infrastructure, and energy. Previously he was the Director of Energy and Natural Resources for the Teacher Retirement System of Texas, where he underwrote over $5 billion in private equity investments.
Mr. Thompson recently retired as Barings Chief Operating Officer, Chief Financial Officer and Head of Global Investment Services. He was a member of the firm’s Executive Leadership Team, and was also a Board Member of Babson Capital Europe, Cornerstone Real Estate Advisors and Wood Creek Capital Management. He was responsible for oversight of the firm’s trading operations, middle office, information technology, finance department, portfolio/client services and investment risk organizations. Mr. Thompson has over 26 years of investment industry experience with a focus on creating business scale and operational efficiency.
Mercatus is an investment data management platform for private market fund managers and asset owners that need to solve the complexity of their private investment data. We offer a single platform to manage the entire investment lifecycle: from deal to divestment, asset to fund, debt to equity. Mercatus is much more than a tool – it is a platform that solves investment data challenges in portfolio monitoring, deal management, valuation management, and ESG. It is the only platform that enables scenario analysis and valuations at scale at the asset and fund level. With Mercatus, you will trust your data, scale your team, and make better investment decisions. For more information on what makes our approach different, visitwww.gomercatus.com.