Deal Sourcing & Screening for Hedge Fund Operations Managers with SS&C Eze
The Problem
Hedge Fund Ops associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in SS&C Eze
AI pre-screens deals against the fund's thesis in Bloomberg AIM, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running SS&C Eze — uses the native API or agent integration so nothing leaves the system of record.
SS&C Eze Integration Approach
Audit your SS&C Eze configuration
We map the specific SS&C Eze objects, custom fields, and workflows the automation needs to touch for your hedge fund ops practice.
Build on the SS&C Eze API or agent
Integration happens inside SS&C Eze — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in SS&C Eze with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your SS&C Eze instance
30-minute call. We'll look at your actual SS&C Eze setup and show exactly how this workflow fits.