One view of every investor
2C owns the application layer of Investor Master: one structured, searchable place where Triton’s teams find, review and maintain investor data - with a focused view for every kind of work.
4dashboards
one for each way of looking at an investor
5sections
in every structured investor record
The client
About Triton Partners
Triton is a European investment firm focused on the mid-market, with a strong emphasis on operational improvement. Founded in 1997, it has raised more than €25 billion and made around 600 investments across Business Services, Industrial Technology and Healthcare.
The challenge
What needed solving
Triton’s investor data covers a lot of ground: investor details, ownership and control, screening, exemptions, reviews, investments and tax. It lives in the firm’s underlying systems, and different teams need it for different jobs - a full profile, a risk review, a check on politically exposed persons (PEPs), the history of a declined investor.
Triton needed one structured, searchable place to find, review and maintain all of it.
Same data, different questions. Every team gets the view that answers theirs.
The solution
What we built
2C is responsible for the application layer of Investor Master: the interface through which Triton’s teams reach investor data, connected to the firm’s own data services through APIs.
On top of a single investor record, we built a focused view for each kind of work - with validation wherever data is entered, so records follow the same rules however they’re created.
Investor Master dashboard
Every investor at a glance - risk rating, AML status, investor status and the date of the next due-diligence review - searchable, filterable and sortable.
Structured investor records
An edit mode organised into Investor & Ownership, Exemptions & Screening, Reviews & Investments, Tax and TTL Data.
Review dashboard
Investors from a risk-review angle: due dates, reasons, last reviewer and approval status, with assignments and Apex information managed in place.
PEP register
A dedicated view of politically exposed persons: who they are, why they’re listed, their country of association and the funds involved.
Declined and withdrawn investors
What was retained, when the last contact was and why - with the decline or withdraw action started from the master or risk dashboard.
Create Pipeline Investor
A validated form for new investor records - grouping, details, review and comments - that follows the same rules as the edit mode.
The result
What changed
Complex investor records that are easier to navigate
Focused workspaces for risk reviews, PEP checks and declined investors
New investors entering through one validated flow
A consistent, centralised view of Triton’s investor data
Inside the partnership
More work for Triton Partners
- Enterprise
A connected investment ecosystem
For three years a dedicated 2C team has built and run 10+ connected platforms for a European private equity firm - from investor onboarding to procurement, invoices and timesheets.
10+connected platforms, built and run
- Enterprise
Digital AML onboarding for investors
A 2C team built the platform that takes Triton’s investors through anti-money-laundering checks - from the first invitation through review and e-signing to final approval, with every decision on record.
8categoriesof investor, from individuals to trusts
- Enterprise
Paperless purchase orders
A five-person 2C team turned Triton’s paper-heavy purchase orders into a guided digital workflow, built around the one decision that was never simple - and cut processing time by more than half.
50%+less time to process a purchase order
- Enterprise
From invoice to payment
The Transaction Submission Portal takes every Triton invoice from upload to payment: AI reads it, the system checks it and the right people approve it - with an audit trail at every step.
AIreads every invoice - no retyping
- Enterprise
From time entry to billing, automated
A 2C team automated Triton’s monthly time cycle for fee earners, assistants and time owners - from calendar-based entry to approved hours flowing straight into billing.
0manual steps between approval and billing
- Enterprise
From invitation to signature
For Triton’s Management Investment Programmes, 2C helped shape the plan before any code was written - then built the platform that takes each investor from joining a programme to signing the offer.
4formsconfigured in the database, not the code
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