Vivetica — Fund Management Software
Custom software that brings a fund’s internal processes, records and reporting into one system built around how the team actually operates.
Industry
Fund Management
Location
Moldova
Services
Custom Software Development, Process Automation, Access Control, Reporting
Partnership
Ongoing technical partnership
The Challenge
Vivetica’s internal processes relied on a mix of spreadsheets and manual coordination, which made information harder to trust as the fund’s operations grew.
- Fragmented records: information was spread across separate files, with no single source of truth for the team.
- Manual operations: routine operational tasks were handled by hand, which took time and left room for inconsistency.
- Uncontrolled access: access to sensitive information was not consistently controlled by role or responsibility.
- Reports built by hand: producing internal reports meant manually compiling data from several sources.
Our Approach
We started by understanding the fund’s actual internal workflow — who needs to see what, when, and what has to happen in what order — before writing any code.
- Working sessions with the internal team to map existing processes and pain points
- Defining data structures and roles that reflect real responsibilities inside the fund
- Planning the system architecture around security and controlled access from the outset
Solution
We built custom software that centralizes the fund’s information, automates routine operations, and controls access by role.
1. Centralized Information Management
- A single system of record for the fund’s operational data
- Structured records replacing scattered spreadsheets
- Consistent data entry and validation across the team
2. Role-Based Access & Security
- Access permissions matched to each team member’s role
- Controlled visibility into sensitive information
- An audit trail for key actions inside the system
3. Process Automation
- Automation of recurring operational tasks
- Fewer manual steps between teams for routine work
- Consistent handling of standard operating procedures
4. Reporting & Ongoing Development
- Internal reporting generated directly from system data
- Continued development as the fund’s processes evolve
- Technical support for the team using the system daily
Key Results
The result is a system the internal team can rely on — information lives in one place, routine work takes fewer manual steps, and reporting no longer starts from scratch.
-45%
Manual routine operations
1
Central system of record
100%
Access controlled by role
Long-Term Partnership
We continue to develop the system alongside Vivetica’s internal team, extending it as new processes and reporting needs come up.
The software is treated as a long-term operational tool, developed in step with how the fund actually works, not a fixed one-time build.