Three Box Solution

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THREE BOX SOLUTION

Bespoke, High-Performance Outsourcing Solutions for the Financial Services Sector

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Who we are

At Three Box Solution, we are a bespoke, high-performance outsourcing solutions provider specializing in the financial services sector. We deliver tailored scalable services that drive operational efficiency, enhancing decision making and optimize cost structures, with a deep understanding of the complexities faced by investment banks, private equity, family offices, hedge funds, and asset managers. Our industry-focused expertise allows you to streamline back-office functions, manage risk, and focus on high-value activities that lead to growth and success.

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Our Philosophy

Our approach is deeply rooted in the principles of “Three Boxes” philosophy:

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Maximize Future

Achieve sustainable growth in a rapidly evolving market.

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Optimize Present

Enhance strategies for current opportunities.

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Leverage Past

Integrate lessons from past experiences.

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Past

We partner with our clients to leverage selective past experiences, ensuring that lessons learned are integrated into current strategies.

Present

We help our clients optimize their investment strategies and research processes, enabling them to respond effectively to market opportunities.

Future

Clients maximize their future potential, ensuring sustainable growth and competitive advantage in a rapidly evolving financial landscape.

Our Success Story

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Satisfied Clients
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Countries Serving Clients in USA, Europe, MENA, and Australia
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Client satisfaction
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Who We Serve

  • Asset Managers
  • Private Equity
  • Venture Capital
  • Family Office
  • Hedge Funds
  • Investment Banks
  • Small and Medium Enterprises
  • Banks
  • Market Research Firms
  • Consultancy Firms
  • IT Companies and Startups

Who We Serve

  • Asset Managers
  • Private Equity
  • Venture Capital
  • IT Companies and Startups
  • Hedge Funds
  • Investment Banks
  • Small and Medium Enterprises
  • Banks
  • Market Research Firms
  • Consultancy Firms

Client Success Stories

We take pride in our ability to deliver measurable results

Deal Execution Support

(CIO, US Based Private Equity)

“Partnering with Three Box Solution for deal execution has significantly enhanced our investment processes. Their meticulous attention to detail, seamless coordination, and expert management of complex transactions ensured that our deals were executed efficiently and within the expected timelines. The team consistently took a proactive approach, identifying potential challenges early and providing clear, actionable solutions. Their support has been invaluable in helping us navigate critical investment decisions and close deals with confidence.”

Financial Due Diligence

(CEO, US Based Venture Capital Firm)

“Working with Three Box Solution on our recent investment was a game changer. The team’s thorough due diligence gave us a clear and unbiased view of the target company’s financial health. They not only uncovered key insights, but also identified risks and opportunities that we hadn’t considered. Their support played a crucial role in helping us make an informed investment decision, and we couldn’t have navigated the process as smoothly without their expertise.”

Due Diligence & Risk Assessment

(Director, Australia Based Private Equity)

“The due diligence support we received from the team was essential in evaluating the risks and rewards of our recent acquisition. They approached the process with thoroughness, providing detailed financial reviews and highlighting potential issues we hadn’t considered. What really stood out was their ability to simplify complex data into clear, actionable insights, which helped us make better-informed decisions and minimize risks.”

Deal Execution Support

(SVP, Saudi Based Public Investment Fund)

“The team at Three Box Solutions has consistently demonstrated exceptional effectiveness in their work. Their ability to quickly understand our needs and deliver tailored solutions has made a significant impact on our productivity. We couldn’t ask for a better partner!”

Fundraising

(Founder, Africa Based Firm)

Working with the team at Three Box Solution made all the difference in our investment-raising process. Their expertise in market research, financial analysis, and overall strategic guidance gave us the clarity and confidence we needed to approach investors. They helped us refine our pitch and present our business in the best possible light, which ultimately led to securing the funding we were looking for. We truly couldn’t have achieved our fundraising goals without their support.”

Our Services

Our services are designed to optimize your deal team by reducing headcount, allowing partners to focus on high-value, client-facing work. As your dedicated offshore team, we seamlessly support you around the clock, working in tandem with your team to drive results.

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Investment Banking Services

We will handle financial modeling, research, transaction support, and data analysis, driving enhanced efficiency and delivering exceptional results.

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Portfolio Management Services

We will manage performance reporting, risk assessment, portfolio monitoring, and data management, ensuring optimal portfolio performance and informed decision-making.

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Content Management and communication services

We provide comprehensive solutions for content creation, management, and distribution. We will help your business maintain consistent and impactful communication across multiple platforms, boosting brand visibility and driving greater audience engagement.

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Fund Administration Services

We offer comprehensive support for fund management, including fund accounting, investor reporting, compliance assistance, and other administrative functions. This enables fund managers to focus on developing and executing investment strategies.

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CFO Back Office Services

Our CFO Back Office Support Services offer extensive financial management support. From bookkeeping and financial analysis to budgeting and reporting, we ensure your financial operations are efficient and accurate, enabling better strategic decision-making.

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Data Analytics and Technology

Our Data Analytics Services transform raw data into actionable insights. We provide advanced data analysis, visualization, and reporting, helping businesses make data-driven decisions, optimize operations, and enhance their competitive edge.

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Technology

Our IT Solutions offer comprehensive technology support, including system integration, application development, IT infrastructure management, and cybersecurity. We help businesses leverage technology to improve efficiency, drive innovation, and ensure robust security.

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Build-Operate-Transfer (BOT) Model

We manage your project from design and construction to operation, ensuring efficiency and quality. Once the project is running smoothly, we transition ownership and control back to you, providing a seamless and effective solution.

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Why Us

24/7 Dedicated Account Manager

A dedicated account manager ensures 24/7 personalized support and swift responses to your requests.

Intelligent Workflow Automation

We use automation to streamline data, reduce errors, and artificial intelligence to speed up workflows, and free your team for high-value tasks.

Customized Service Models and Process Excellence

Our hourly, project-based and full-service models integrate seamlessly, boosting accuracy, efficiency, and quality so you can focus on core priorities. We will provide subject matter expert as an added layer without any cost.

Regular Business Impact Reviews and Continuous Improvement

A dedicated account manager ensures 24/7 personalized support and swift responses to your requests.

Hire As Per Your Need with No Minimum Duration Commitment

Skilled financial experts available on-demand, offering flexibility to scale resources without long-term commitments.

Regulatory Compliance and Proactive Updates

We ensure compliance with global and local regulations, including GDPR and MiFID II, keeping your operations aligned with requirements.

Uncompromised Data Security and Confidentiality

With SOC 2 and ISO 27001 compliance, end-to-end encryption, secure VPNs, role-based access, continuous monitoring, and disaster recovery plans, we ensure your data's confidentiality, integrity, and availability.

Web Development and Digital Marketing Support

We provide complimentary web development and digital marketing services to enhance your brand visibility and online presence.

24/7 Dedicated Account Manager

A dedicated account manager ensures 24/7 personalized support and swift responses to your requests.

Intelligent Workflow Automation

We use automation to streamline data, reduce errors, and artificial intelligence to speed up workflows, and free your team for high-value tasks.

Customized Service Models and Process Excellence

Our hourly, project-based and full-service models integrate seamlessly, boosting accuracy, efficiency, and quality so you can focus on core priorities. We will provide subject matter expert as an added layer without any cost.

Regular Business Impact Reviews and Continuous Improvement

A dedicated account manager ensures 24/7 personalized support and swift responses to your requests.

Hire As Per Your Need with No Minimum Duration Commitment

Skilled financial experts available on-demand, offering flexibility to scale resources without long-term commitments.

Regulatory Compliance and Proactive Updates

We ensure compliance with global and local regulations, including GDPR and MiFID II, keeping your operations aligned with requirements.

Uncompromised Data Security and Confidentiality

With SOC 2 and ISO 27001 compliance, end-to-end encryption, secure VPNs, role-based access, continuous monitoring, and disaster recovery plans, we ensure your data's confidentiality, integrity, and availability.

Web Development and Digital Marketing Support

We provide complimentary web development and digital marketing services to enhance your brand visibility and online presence.

Best in the market pricing as per your business requirement

Our testimonials

"Partnering with Three Box Solution for deal execution has significantly enhanced our investment processes. Their meticulous attention to detail, seamless coordination, and expert management of complex transactions ensured that our deals were executed efficiently and within the expected timelines. The team consistently took a proactive approach, identifying potential challenges early and providing clear, actionable solutions. Their support has been invaluable in helping us navigate critical investment decisions and close deals with confidence."
Deal Execution Support
Deal Execution Support(CIO, US Based Private Equity)
"Working with Three Box Solution on our recent investment was a game changer. The team’s thorough due diligence gave us a clear and unbiased view of the target company's financial health. They not only uncovered key insights, but also identified risks and opportunities that we hadn’t considered. Their support played a crucial role in helping us make an informed investment decision, and we couldn’t have navigated the process as smoothly without their expertise."
Financial Due Diligence
Financial Due Diligence(CEO, US Based Venture Capital Firm)
"The due diligence support we received from the team was essential in evaluating the risks and rewards of our recent acquisition. They approached the process with thoroughness, providing detailed financial reviews and highlighting potential issues we hadn't considered. What really stood out was their ability to simplify complex data into clear, actionable insights, which helped us make better-informed decisions and minimize risks.
Due Diligence & Risk Assessment
Due Diligence & Risk Assessment(Director, Australia Based Private Equity)
"The team at Three Box Solutions has consistently demonstrated exceptional effectiveness in their work. Their ability to quickly understand our needs and deliver tailored solutions has made a significant impact on our productivity. We couldn't ask for a better partner!"
Deal Execution Support
Deal Execution Support(SVP, Saudi Based Public Investment Fund)
Working with the team at Three Box Solution made all the difference in our investment-raising process. Their expertise in market research, financial analysis, and overall strategic guidance gave us the clarity and confidence we needed to approach investors. They helped us refine our pitch and present our business in the best possible light, which ultimately led to securing the funding we were looking for. We truly couldn’t have achieved our fundraising goals without their support."
Fundraising
Fundraising (Founder, Africa Based Investment Firm)

Our articles

Investment Bankers
Article

Investment Bankers: Top 7 Trends Shaping Industry Overview Reports

Investment banking relies heavily on accurate, data-driven insights that guide strategic decision-making. Industry overview reports are essential for investment bankers, providing a detailed snapshot of market conditions, competition, and growth opportunities. These reports assess sector performance, macroeconomic indicators, and regulatory frameworks to give bankers actionable intelligence.

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Build-Operate-Transfer (BOT) Model

Building and managing physical and virtual infrastructure for seamless operations. We create customized Global Capability Centers (GCC) and transfer ownership after the agreed period.

Infrastructure Development

Managing the foundational physical and virtual structures needed for efficient business operations.

System Integration

Combining different subsystems and components into a unified, functioning system to enhance operational efficiency.

Technology Implementation

Deploying and configuring technology solutions to meet organizational needs and improve performance.

Operational Management

Overseeing day-to-day operations to ensure that systems and processes run smoothly and efficiently.

Performance Monitoring

Tracking and analyzing system performance to identify areas for improvement and ensure optimal functionality.

Staff Training

Providing education and resources to employees to enhance their skills and knowledge for better job performance.

Knowledge Transfer

Disseminating critical information and expertise across the organization to maintain continuity and drive growth.

Support Services

Offering assistance and troubleshooting to ensure smooth and uninterrupted use of technology solutions.

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Technology

Product Ideation – Conceptualization/MVC/MVP

This involves brainstorming and developing initial concepts, Minimum Viable Concept (MVC), and Minimum Viable Product (MVP) to test and validate new product ideas.

Customer Experience Design

Designing seamless and intuitive experiences for customers to enhance their satisfaction and loyalty.

Application Rationalization & Tech Modernization

Assessing and updating existing applications to ensure they are efficient, cost-effective, and utilize modern technologies.

Microservices Architecture & Integrations

Building applications as a suite of small, independent services that can be deployed and scaled individually, enabling better integrations and agility.

DevSecOps, SRE & Infra Management

Implementing a combined approach of development, security, and operations to ensure secure, reliable, and efficient infrastructure management.

Quality Assurance

Ensuring that products meet specified quality standards through systematic testing and review processes.

Sustenance Engineering

Maintaining and improving existing software applications to ensure their continued performance and relevance.

Cloud Engineering

Designing, deploying, and managing cloud-based solutions to leverage scalability, flexibility, and cost savings.

Mobility

Developing mobile applications and solutions that offer on-the-go accessibility and functionality.

Business Process Automation, Low Code Solutions

Automating business processes using low code platforms to increase efficiency and reduce manual effort.

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Data Analytics And   Technology 

Data Engineering Services

Data engineering involves building and maintaining infrastructures like databases and large-scale data processing systems, ensuring data is accessible and reliable.

Business Intelligence Services

Business intelligence services provide tools and methodologies to analyze business data, helping organizations make informed decisions and gain competitive advantages.

ESG Analytics Solutions

Environmental, Social, and Governance (ESG) analytics solutions assess and report on a company’s performance in these areas, supporting sustainability and ethical practices.

Customer Analytics Solutions

Customer analytics solutions analyze customer data to understand behaviors, preferences, and trends, enhancing customer satisfaction and personalization.

Marketing Analytics Solutions

Marketing analytics solutions evaluate marketing efforts by analyzing data from campaigns, helping to optimize marketing strategies and improve ROI.

Operations Analytics Solutions

Operations analytics solutions focus on improving the efficiency and effectiveness of business operations through data analysis, enhancing productivity and reducing costs.

Predictive Analytics Solutions

Predictive analytics solutions use statistical models and machine learning techniques to forecast future trends and behaviors, aiding in proactive decision-making.

Text Analytics & NLP Solutions

Text analytics and Natural Language Processing (NLP) solutions process and analyze textual data, extracting meaningful insights for various applications like sentiment analysis and chatbots.

Data Lake Implementation Solutions

Data lake implementation solutions establish centralized repositories that store vast amounts of raw data in native formats, facilitating big data analytics.

Custom AI Chatbot Development Solutions

Custom AI chatbot development solutions create intelligent virtual assistants that can interact with users, providing support and enhancing customer experiences.

Sentiment Analysis

Sentiment analysis involves analyzing text to determine the sentiment behind it, such as positive, negative, or neutral, often used to gauge public opinion or customer feedback.

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CFO Backoffice Services

Creating Chart of Accounts

Establishing a structured framework for all financial transactions of a business.

Posting Intercompany Transactions, Recording Income & Expenses

Recording financial activities between related companies and tracking all income and expenses.

Reconciliations Bank Accounts, Credit Cards, Customer Statements

Ensuring financial records match bank statements, credit card statements, and customer balances.

Calculating & Reporting Management Fees

Determining and documenting fees for managing funds or portfolios.

Closing the Books – Preparing Month-End & Year-End Statements

Finalizing accounts and preparing financial statements at the end of each period.

Assisting in Audit Queries

Providing support and documentation during financial audits.

MIS Reporting

Generating management information system reports for decision-making.

Sales/Purchase Order Processing

Handling the creation and tracking of sales and purchase orders.

Aging Report Preparation, Monthly AR/AP Ledger Processing

Compiling reports on outstanding receivables/payables and managing ledgers monthly.

Bank Wire Creation

Initiating and processing bank wire transfers.

Credit Card Expenses

Recording and managing expenses paid via credit cards.

Invoice Reconciliation with Customer Payments

Matching invoices with customer payments for accuracy.

Bad Debts/Delinquency Reporting

Reporting on uncollectible debts and overdue accounts.

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Fund Administration Services

Fund Setup Services

Involves research, handling legal and corporate matters for establishing funds.

Booking Investment Transactions

Includes marking holdings to market, and managing accrued expenses, income, and corporate expenses.

Calculating Realized/Unrealized Gains/Losses

Recording the gains or losses from investments.

Calculating and Paying Dividends & Distributions

Preparing periodic reports for dividends and distributions.

Performing Reconciliations

Handling custody, cash, and bank reconciliations.

Calculating Carried Interest & Management Fees

Determining the fees and interest for fund management.

Generating NAV Packages

Creating Net Asset Value packages, waterfall calculations, and returns.

Preparing Statements

Drafting monthly, quarterly, and annual financial statements with footnotes.

Maintaining Investor Records

Keeping updated records of investors.

Issuing Notices

Sending call and distribution notices followed by bank reconciliations.

Distributing Capital Statements

Providing partner capital statements to relevant parties.

Distributing Investor Reports

Sharing investor reports via email or an online portal.

Handling Investor Queries

Responding to investors’ questions.

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Investment Banking Services

1) Preparing Tailor-made Quality Pitchbooks

Creating customized documents that highlight a company’s financial status and business strategy to attract investors.

2) Preparing Tailor-made Quality Pitchbooks

Comprehensive analyses of specific sectors, covering trends, key players, and market dynamics.

3) Identifying Potential Targets

Researching and analyzing companies for potential acquisition or partnership opportunities.

4) Preparing Target Profiles

Developing detailed profiles of potential acquisition candidates, including financial and strategic information.

5) Identifying & Marketing to Relevant Intermediaries

Engaging key intermediaries to facilitate transactions and promote the client’s strategic objectives.

6) Summarizing Investment Memorandums

Condensing detailed investment information into clear, concise summaries for potential investors.

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Content Management And Communication Services

1)  Developing Customised Content for Financial Services/Corporate Training Companies

Crafting specialized content tailored for financial service providers and corporate training organizations.

2) Creating Case Studies

Producing detailed analyses of specific events or projects to showcase achievements and methodologies.

3) Presentation & Graphics Services

Designing professional presentations and visual graphics to communicate ideas effectively.

4) Formulating Content Marketing Strategies

Developing plans to use content for driving brand awareness and customer engagement.

5) Creating Content Thought Pieces

Writing insightful articles that reflect expertise and thought leadership in a particular field.

6) Creating PPMs

Preparing Private Placement Memorandums to provide information to potential investors in private companies.

7) Managing Social Media & Email Campaigns

Overseeing the execution of social media and email outreach to engage audiences and promote services.

8) Creating Periodic Investor Communications

Developing regular updates and reports to keep investors informed about a company’s performance.

Graphic Design Expertise on Marketing Materials Applying advanced graphic design skills to create compelling marketing collateral.

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Portfolio Management Services

1) Hiring Global Board Members

Recruiting executive-level professionals from around the world to join a company’s board of directors.

2) Maintaining Operating Models

Ensuring that financial models reflecting a company’s operations are up-to-date and accurate.

3) Periodic Portfolio Valuations (IRC 409A & ASC 820)

Regularly assessing the value of a company’s portfolio in accordance with specific valuation standards and regulations.

4) Trading & Transaction Comparable Analysis

Comparing similar companies’ trading metrics and recent transactions to evaluate a company’s market value.

5) Identifying Add-Ons & Potential Acquirers

Finding suitable companies for acquisition and identifying potential buyers for a company’s assets.

6) Preparing Board Materials & Market Insights

Creating reports and presentations for the board of directors that include market analysis and strategic insights.

7) Creating & Tracking Key Business Drivers

Developing and monitoring metrics that significantly impact a company’s performance.

8) Hypothesis Testing

Conducting experiments to validate assumptions and determine the effects of different variables on outcomes.

9) List Generation, CRM Cleansing & Management, Competitive Intelligence, and Social Media Management

Generating targeted contact lists, maintaining and optimizing customer relationship management systems, gathering competitor information, and managing social media presence.

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Investment Banking Services

1) Preparing Tailor-made Quality Pitchbooks

Creating customized documents that highlight a company’s financial status and business strategy to attract investors.

2) Preparing Tailor-made Quality Pitchbooks

Comprehensive analyses of specific sectors, covering trends, key players, and market dynamics.

3) Identifying Potential Targets

Researching and analyzing companies for potential acquisition or partnership opportunities.

4) Preparing Target Profiles

Developing detailed profiles of potential acquisition candidates, including financial and strategic information.

5) Identifying & Marketing to Relevant Intermediaries

Engaging key intermediaries to facilitate transactions and promote the client’s strategic objectives.

6) Summarizing Investment Memorandums

Condensing detailed investment information into clear, concise summaries for potential investors.

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