Three Box Solution

Three-Box-Solution-logo
Menu
Contact Us
Three-Box-Solution-logo
Menu

Home

THREE BOX SOLUTION

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

Discover Our Solutions

Who we are

At Three Box Solution, we are committed to transforming how financial institutions manage their operations. Our mission is to empower businesses through bespoke outsourcing solutions that enhance efficiency, scalability, and growth. We specialize in addressing the unique needs of investment banks, private equity firms, hedge funds, and asset managers by delivering high-performance, tailored services. These solutions enable our clients to concentrate on what matters most: creating value.

Discover More About Us

Our Philosophy

Three Box Solution - Our Philosophy

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

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.

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

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

Our Success Story

0 +
Experts
0 +
Satisfied clients
0 +
Countries Serving clients in USA, Europe, MENA, and Australia
0 +
Projects
0 %+
Client satisfaction

What We Do

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.

stock-market

Investment Banking Services

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

Portfolio Management Services

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

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.

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.

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.

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.

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.

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.

Why Us

24/7 Dedicated Relationship Manager

Each client is paired with a dedicated account manager available around the clock to ensure prompt, personalized service and quick responses to any requests

Hire As Per Your Need with No Minimum Duration Commitment

Our team consists of skilled professionals with deep financial services expertise, who can be hired or released as needed without long-term commitments, allowing you to adjust resources according to project demands

Intelligent Workflow Automation

Leveraging automation tools, we streamline data processes to reduce manual errors, accelerate turnaround times, and enable your team to focus on higher-value activities ​

Regulatory Compliance and Proactive Updates

We help you navigate complex compliance requirements by staying compliant with current with global and local regulations, including GDPR and MiFID II, to ensure your operations remain compliant

Customized Service Models and Process Excellence

Our flexible engagement models, including project-based and full-service options, are designed to fit seamlessly into your workflow. We optimize processes to improve accuracy, increase efficiency, and deliver consistently high-quality output, allowing you to focus on core business functions

Uncompromised Data Security and Confidentiality

We prioritize security with SOC 2 and ISO 27001-compliant protocols, end-to-end encryption, and secure VPNs. Data is protected by role-based access controls, continuous monitoring, and disaster recovery plans to ensure confidentiality, integrity, and availability of your sensitive information

Regular Business Impact Reviews and Continuous Improvement

We conduct quarterly business impact reviews and monthly performance audits to assess our contribution to your objectives. Our commitment to continuous improvement ensures that our services remain aligned with your evolving business goals

Web Development and Digital Marketing Support

As an added value, we offer complimentary web development and digital marketing services, giving your firm an edge in brand visibility and digital presence

FTE starting from US$ 40,000

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)
Previous
Next

Our articles