Chapter One Advisory
Fonds professionnels & club-deals
- Création2020
- Effectifs
- Sous-jacentImmobilier
- Distribution
- En cours
- SiteChapter One Group
Chapter One Overview
Chapter One Advisory offers institutional investors and family offices tailor-made access to alternative strategies based on real estate assets: investments in dedicated primary funds, secondary transactions, direct co-investments in capital.
The company is registered with ORIAS as a Financial Investment Advisor (CIF) and CNCEF Patrimoine (professional associations subject to the supervision of the AMF).
Chapter One's main challenges
In terms of digitalization, the main challenge for Chapter One was the deployment of a single tool, to centralize all of its operations.
The company gives a crucial place to the quality of the investor experience and to the monitoring of operational processes. She is aware of the importance of having a scalable system to support the growth of her business.
Before using Vasco, the company worked with tools developed on Excel and communicated mainly by email with its customers. It has also equipped itself with data storage tools and a server for virtual data rooms to ensure the security of the data stored; these solutions do not however make it possible to guarantee the quality and integrity of the data.
Needs identified
- Liability Management
- Asset Management
- Institutional onboarding
- Follow-up of procedures
Freeze internal procedures in stone
“As a business manager, the majority of my time is dedicated to the origination of new cases.
I don't have time to intervene on the support functions of my company. However, they are a fundamental pillar of my business — and one of its first risk factors if these subjects are not properly managed.
Using Vasco allows me to be certain that all the procedures that are documented are followed by the teams and that each person in the company has powerful tools to manage these subjects in the most effective way possible.
I do not need to ask myself the question of their application and am sure that I am in compliance with my regulatory obligations. The tool provides a framework of essential rules.”
Ensure institutional onboarding
“The stage of entering into a customer relationship and collecting information can be complex. The onboarding of institutional clients takes a lot of time because of the quantity of information to be collected and analyzed. As for professionals, there are always times when collecting information can be complex.
Using an onboarding and KYC tool like Vasco makes it possible to objectify the customer relationship, beyond the intuitu-personae relationship: the collection of information is therefore facilitated and objectified by the digital experience and the paths put in place. Customers can do them in total autonomy or in assisted autonomy. They are faster in the process and are more comfortable sharing this sensitive information as part of a computerized, standardized system.
The system, for its part, is more robust than a KYC administered directly: it perfectly meets the need for traceability and historization of data: everything is documented and traced.”
Dealing with the complexities of asset tracking
“Difficult to manage the agenda for a 3-year operation in a traditional agenda, even if computerized.
Vasco allows us to model financial and contractual schedules to anticipate all the important events related to the life of a transaction: both in terms of the instruments subscribed by investors (distribution, liquidity horizon, frequency of reporting, etc.) and the life of the underlying asset (milestones and important appointments, financial flows, legal deadlines, etc.).”
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