Three Box Solution

Privacy Policy

Introduction

Welcome to Three Box Solution. We value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.

Information We Collect

    1) Personal Information: We may collect personal information that you provide to us directly, such as your name, email address, phone number, and payment information when you create an account, make a purchase, or contact us.

    2) Usage Data: We collect information about your interactions with our website and services, including IP addresses, browser types, referring sites, pages viewed, and other usage data.

    3) Cookies and Tracking Technologies: We use cookies and similar tracking technologies to enhance your experience and gather data about your preferences and browsing habits.

    How We Use Your Information

    We use the information we collect to:
    • Provide and maintain our services.
    • Process transactions and send related information.
    • Improve our website and services.
    • Personalize your experience and respond to your inquiries.
    • Send you promotional communications and updates, if you opt in.
    • Comply with legal obligations and protect our rights.

    Sharing Your Information

    We may share your information with:
    • Service Providers: Third-party vendors who perform services on our behalf, such as payment processors and email service providers.
    • Business Transfers: In connection with a merger, acquisition, or sale of assets.
    • Legal Requirements: To comply with legal obligations, enforce our policies, or protect our rights.

    Data Security

    We implement reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure.

    Your Rights

    Depending on your location, you may have certain rights regarding your personal information, including:
    • The right to access, correct, or delete your data.
    • The right to object to or restrict certain processing activities.
    • The right to withdraw consent where applicable.
    To exercise these rights, please contact us using the information provided below.

    Contact Us

    If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at: Contact Us

    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.

    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.

    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.

    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.

    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.

    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.

    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.

    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.

    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.