Icons-WhatWeDo-AI  AI & Automation

Practical Automation for Investment Operations

Recurring reporting, reconciliations, and operational processes create significant manual effort. Stable Rock helps identify automation opportunities and implement practical solutions that reduce friction and improve repeatability across workflows.

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SERVICES

What We Deliver

Automation and AI support tailored to fund, GP, and management company workflows.
PROCESS DISCOVERY AND ASSESSMENT

Identify high-effort workflows across finance, middle office, compliance, and reporting, and prioritize automation opportunities based on impact and feasibility.

AUTOMATION DESIGN AND IMPLEMENTATION

Workflow redesign and implementation of lightweight automation to streamline recurring processes, reduce manual steps, and improve consistency.

PROCESS AND DATA INTEGRATION

Connect systems and data sources to reduce manual data movement and improve accuracy across reporting, reconciliations, and operational deliverables, including administrator and prime broker inputs where applicable.

AI-ENABLED REPORTING AND INSIGHTS

Apply AI-supported analytics and reporting enhancements to accelerate recurring reporting tasks, variance analysis, and ad hoc insights where it adds real value.

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CFO& Accounting
Support

Icons-WhatWeDo-CFOAcc

CFO & Accounting
Support

 

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Tax Planning
& Strategy
Icons-WhatWeDo-TaxPlanning
Tax Planning
& Strategy
STREAMLINING DOCUMENT AND
PRESENTATION WORKFLOWS

Standardize and automate document-driven processes, including templates, reporting packages, and marketing or investor presentation workflows.

Sample of Recent Engagements 
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Automation roadmap development tied to fund launch or operational scaling

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Shadow NAV validation automation, including break reporting and variance checks

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Integration of administrator reports into internal reporting packages

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Automated validation across position, P&L, and cash reporting

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Standardized and automated investor reporting, board materials, and marketing presentations using templates and automated data pulls

Frequently Asked Questions

Answers to help you understand how we support AI and automation engagements.

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Looking to reduce manual work and improve repeatability across operations?

Let's identify the workflows with the highest automation impact.

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