Delivering Flexibility and Affordability for a Mature Long/Short Hedge Fund

Overview
A well-established hedge fund running a global long/short strategy had reached a steady-state AUM and was reevaluating its technology stack. Their existing system, while functional, was rigid and expensive—they were paying for features they didn’t need. The fund needed a more cost-effective solution without compromising on sophistication or compliance.

The Challenge

The client’s core issue was value misalignment.

• Their incumbent system lacked modularity, forcing them to pay for unused features.
• They operated with mature, high-touch workflows, including intricate pre- and post-trade compliance rules.
• A tight go-live timeline left little room for error.

The Nirvāna Approach

Nirvāna engaged quickly, combining speed with precision. We took the time to understand the client’s workflows and compliance framework, then mobilized across engineering, product, and implementation teams to deliver a targeted solution on an accelerated timeline.

Key steps included:

• Rapid requirements mapping across compliance and execution workflows.
  
  
• Tailored deployment of the Nirvāna ONE platform with only the modules needed.
  
  
• Collaborative launch management to ensure a smooth transition without business disruption.

The Results

• On-time go-live with full compliance integration.
  
  
• Over 30% reduction in total cost of ownership (TCO).
  
  
• A modular, scalable platform that aligns with the client’s current and future needs.
  
  
• Renewed operational control—at a sustainable price point.

Takeaway
This engagement highlights Nirvāna’s ability to serve mature hedge funds with tailored, cost-efficient solutions—enabling them to grow at their own pace without sacrificing control or sophistication.

Powering a Seamless Launch for a Global Equity Long/Short Fund

Overview
A newly launched global equity long/short hedge fund—led by a seasoned investment team—needed a robust, end-to-end platform to support their operational setup from day one. With investor expectations high and timelines tight, they sought a partner who could deliver a feature-rich solution that was both scalable and affordable.

The Challenge
Launching a hedge fund requires precision across every operational component—and this client had specific needs.

• A cost-effective entry point that didn’t sacrifice capability.
  
  
• A system flexible enough to support both the portfolio management team and an outsourced CFO function.
  
  
• Mobile trading capabilities for a nimble, tech-forward experience.
  
  
• Confidence from investors and partners that their infrastructure was institutional-grade.

After evaluating multiple providers and consulting with industry experts, the team selected Nirvāna ONE.

The Nirvāna Approach
Nirvāna delivered a platform that met the fund’s full operational checklist, with additional enhancements provided quickly and affordably to meet launch demands.

Key elements included:

• Full deployment of Nirvāna ONE across portfolio management, execution, compliance, and reporting.
  
  
• Support for outsourced CFO workflows with flexible reporting and data access.
  
  
• A lightweight mobile trading interface for on-the-go execution.
  
  
• Dedicated support to ensure a smooth, stress-free launch.

The Results

• A successful fund launch on time and under budget.
  
  
• Investor and CFO team needs fully met with transparent data access and institutional controls.
  
  
• Modular infrastructure that will scale as the fund grows.
  
  
• PM team freed up to focus on alpha generation, not operations.

Takeaway
Nirvāna ONE helped this emerging fund launch with confidence—combining institutional functionality, mobile flexibility, and startup-friendly pricing in one integrated solution.

Streamlining Execution for a Global Multi-Asset Hedge Fund

Overview
A global hedge fund operating across multiple asset classes was in search of a more responsive and efficient OMS provider. Frustrated by slow implementation timelines and poor service from a legacy vendor, the client needed a streamlined execution and rebalancing solution—without the overhead of a full-scale PMS.

The Challenge
The firm’s trading and operations workflow had several key complexities.

• Customized rebalancing logic requiring tight OMS integration.
  
  
• Execution across multiple brokers, including the use of broker algorithms.
  
  
• A need for T+1 settlement support - middle-office services.
  
  
• The desire to avoid bloated systems and keep costs reasonable.

Despite working with a well-known provider, the client experienced lengthy delays and inadequate support—putting their timeline and operational efficiency at risk.

The Nirvāna Approach
After understanding the specific requirements, Nirvāna recommended its OEMS solution as the right avoiding unnecessary modules while still delivering end-to-end execution functionality.

We mobilized quickly to deliver:

• Rapid broker integration with both prime and executing brokers.
  
  
• Support for customized rebalancing workflows.
  
  
• Automated handling of middle-office and trade lifecycle needs.
  
  
• A lightweight reporting framework aligned to the fund’s operational simplicity.

The Results

• Fast implementation completed ahead of schedule.
  
  
• A lean, purpose-built OEMS that met all execution needs.
  
  
• Improved broker connectivity and seamless algo routing.
  
  
• Significantly improved service experience and operational efficiency.

Takeaway
This engagement reflects Nirvāna’s ability to replace underperforming incumbents with responsive, right-sized solutions—combining execution power, speed, and service without unnecessary cost or complexity.