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.
4forms
configured in the database, not the code
4engineers
turned the plan into the platform
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
As Triton’s investment activity grew, managing the investors in its Management Investment Programmes (MIP) didn’t keep up. Each participant meant a large set of personal and business details and documents to gather, check and assess - mostly by hand, with room for details to be lost or recorded inconsistently.
Then came several rounds of signing confidential documents before an investment could complete. The delays reached investment timelines and put extra pressure on the teams keeping the records straight.
We didn’t wait for a spec. We helped write it.
The solution
What we built
2C was involved well before development, at the earliest stage of requirements planning. Working closely with Triton, we helped define the scope, mapped every phase of the project and flagged timeline gaps and dependencies early, so each stage could be delivered on schedule.
Then a team of four 2C engineers turned that plan into the platform. Form content, investor data, workflow progress and the history of every action are kept apart, so a change in one never disrupts another - and every step can be followed from the first submission to the final decision.
- Identification, Bank, EBO and IBO forms whose questions live in the database
- Individual and Entity identification, each in a Short or Full version
- Follow-up questions that branch on earlier answers
- Programme data from Triton’s systems, plus RDC screening and DocuSign
- Multi-stage signing that adds UK and US tax election documents only for eligible candidates
- A full history of every investor and form status change
- Scheduled health checks that send an alert as soon as an external API goes down
The result
What changed
Each investor’s whole journey in one platform, from joining a programme to signing
Accurate, up-to-date programme data straight from Triton’s own systems
Every integration monitored, and every status change on record
Firmly embedded in Triton’s day-to-day operations
Room for new programmes, forms and integrations as needs grow
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
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.
4dashboardsone for each way of looking at an investor
- 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
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