Kartesia transforms investor operations and builds for growth with Domos

Kartesia is a leading European private debt manager, providing tailored financing solutions to small and mid-sized companies across the capital structure. As the firm's investor base grew, including an increasing proportion of private wealth clients, managing investor interactions across disconnected systems became an increasing operational challenge. Teams across investor relations and client services were spending valuable time on manual processes, back-and-forth communications, and regulatory and KYC requirements, while collaboration remained siloed between stakeholders. 

The solution

Kartesia selected Domos as a centralized platform to streamline investor operations across the full fund lifecycle. The decision was driven by a set of specific operational challenges: a fragmented landscape of disconnected databases and manual processes, growing investor volumes that existing workflows couldn't absorb, and the need for all stakeholders, including external fund administrators, to work from a single, consistent source of truth.

Working in close collaboration with the Domos team, Kartesia has continuously evolved the platform to reflect its specific workflows and requirements. Today it serves as the firm's single operational foundation, delivering:

• A unified environment replacing multiple databases and disconnected processes
• Integrated data room, onboarding, and reporting within the same platform
• Streamlined workflows across investor relations, client services, and fund administration
• Full visibility into activity across the complete investor lifecycle 

The business benefits

Scalable growth without added complexity
As Kartesia welcomed a growing number of private wealth investors, the volume of investor interactions multiplied significantly. Domos absorbed that increase without adding operational complexity, keeping the process smooth and consistent. Strong investor feedback and the ongoing responsiveness of the Domos team have given the firm the confidence to continue expanding, with plans to inject investor KPIs directly into dashboards as the next step.

Transparency and control across fund operations
The fragmented, multi-system environment that previously made consolidated oversight difficult has been replaced by a centralized platform where all stakeholders, including external fund administrators, work in the same environment.  The firm now has a consolidated, real-time view of activity across the full investor lifecycle. 

Operational efficiency and reduced manual work
By replacing back-and-forth communications and multiple disconnected databases with a single connected platform, Kartesia significantly reduced manual effort across investor relations and client services teams. Day-to-day operations are faster, more consistent, and less prone to the human errors that come with managing data across multiple systems.