Alpine Capital: From Spreadsheets to Stak
Alpine Capital Partners
85%
Reduction in reporting time
2 days
Migration from spreadsheets
20+ hrs/week
Saved on manual operations
200+
Investors with portal access
The Challenge
Alpine Capital managed 15 active SPVs across 200+ investors using a combination of Excel spreadsheets, email, and shared drives. Fee calculations were manual, documents were generated in Word, and investors received quarterly updates via email PDF. The team spent 20+ hours per week on operational tasks that should have been automated.
The Solution
Alpine migrated their entire operation to Stak in 2 days using CSV import. All fee calculations (entry fee, carry, cost allocation) were automated. Investor portal was live within a week, giving every LP real-time access to their portfolio. Confirmation letters and annual reports now generate with one click.
“We went from spending Monday mornings updating spreadsheets to having everything update automatically. The investor portal alone saved us dozens of support emails per month.”
— Alpine Capital Partners
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This case study uses a representative scenario based on common Stak customer workflows. Company names and figures are illustrative.