Obstacles
Ian spent hours and hours on tedious tasks, flipping through spreadsheets, sending out emails and making phone calls. an was timid to adopt investment technology, knowing he’d be opening his books up to his investors with complete transparency.
Solution
Ian took a leap of faith and decided he needed a process to make his business more scalable. The process of adopting the software turned out to be so much easier than he anticipated and his investors loved the transparency!
