Three Box Solution

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

What We Do

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, family offices, hedge funds, and asset managers by delivering high-performance, tailored services. These solutions enable our clients to concentrate on what matters most: creating value.

Our global client base includes leading firms across the United States, UK, EU, Australia, and the Middle East. We operate from sales offices in Vienna (Austria), and Wilmington (USA) with our primary delivery center located in Gurugram, India’s National Capital Region. Over the years, we have supported multi-million-dollar global transactions, crafted market entry strategies, and optimized supply chain operations, underscoring our deep intellectual and analytical capabilities.

What We Do

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, family offices, hedge funds, and asset managers by delivering high-performance, tailored services. These solutions enable our clients to concentrate on what matters most: creating value.

Our global client base includes leading firms across the United States, UK, EU, Australia, and the Middle East. We operate from sales offices in Vienna (Austria), and Wilmington (USA) with our primary delivery center located in Gurugram, India’s National Capital Region.Over the years, we have supported multi-million-dollar global transactions, crafted market entry strategies, and optimized supply chain operations, underscoring our deep intellectual and analytical capabilities.

Our Services

We provide end-to-end support throughout the deal cycle, empowering both buy-side and sell-side clients to achieve seamless transactions and strategic success.

stock-market

Investment Banking Services

Our Services provide essential function to Investment Banks.

Read More

Portfolio Management Services

Our Services help streamline portfolio management processes.

Read More

Content Management and Communication Services

Our Content Management and Communication Services deliver high-quality content creation, management, and distribution solutions.

Read More

Fund Administration Services

Our Services provide comprehensive solution for fund management.

Read More

CFO Back Office Services

Our CFO Back Office Support Services offer extensive financial management support.

Read More

Data Analytics and Technology

Our Data Analytics Services transform raw data into actionable insights.

Read More

Technology

Our IT Solutions offer comprehensive technology support, including system integration, application development, IT infrastructure management, and cybersecurity.

Read More

Build-Operate-Transfer (BOT) Model

We manage your project from design and construction to operation, ensuring efficiency and quality.

Read More

Engagement Model

Retainer/FTE

Get the equivalent of a full - time employee with 40 billable hours every week - seamless, efficient, and tailored to your needs

Project

Partner with us for your project needs - flexible, tailored services designed to meet your unique requirements.

Hourly Block

Lock in a set number of service hours each month - consistent, reliable, and tailored to your business needs.

For each type of engagement model, the team structure is given below

Team Structure

why choose

Associate

Dedicated associate (MBA with relevant experience or undergraduate with relevant 3 years of experience).

Vice President

A senior person with significant relevant experience; VP will guide associate.

Subject Matter Expert (SME)

Above the VP, providing an additional layer of qualitative feedback and strategic insights on key assignments.

You will get Subject Matter Expert as an added layer without any extra cost

Get in Touch

Partner with Us

Interested in learning more about our offerings? Our solutions specialists are ready to help.

Get in Touch
Three Box Solution - Partner with us

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.

Work with Us
Go Back

Portfolio Management Services

Hiring Global Board Members

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

Maintaining Operating Models

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

Periodic Portfolio Valuations (IRC 409A & ASC 820)

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

Trading & Transaction Comparable Analysis

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

Identifying Add-Ons & Potential Acquirers

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

Preparing Board Materials & Market Insights

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

Creating & Tracking Key Business Drivers

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

Hypothesis Testing

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

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.

Work with Us
Go Back

Content Management And Communication Services

Developing Customised Content for Financial Services/Corporate Training Companies

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

Creating Case Studies

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

Presentation & Graphics Services

Designing professional presentations and visual graphics to communicate ideas effectively.

Formulating Content Marketing Strategies

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

Creating Content Thought Pieces

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

Creating PPMs

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

Managing Social Media & Email Campaigns

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

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back

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.

Work with Us
Go Back