Enterprise Automation.
Without the
Enterprise Price.
Donzo builds the data pipelines, reporting systems, and workflow automation that boutique investment managers need but cannot afford to hire for.
The reporting stack
is broken.
Boutique investment managers run on the same fragile infrastructure. We've seen it across every firm we've worked with.
Custodian feeds, accounting, CRM, performance tools — all siloed. Reconciling them manually each cycle is the operations team's full-time job.
Month-end and quarter-end consume your team for days. Pulling positions, building IRR tables, formatting client decks. The same work, every cycle.
Critical client reports, performance attribution, and reconciliation logic living in fragile Excel files. One broken link breaks the entire close.
Hiring a data engineer costs $200K+ per year. SaaS platforms cost $100K+ and don't fit your workflow. There's nothing built for firms your size.
Services
Fixed-price projects. Real outcomes. Systems you own.
Automated monthly and quarterly client reports pulled directly from your custodian and accounting data. No more rebuilding decks every cycle.
Daily reconciliation across custodian feeds, internal books, and client records. Variances flagged automatically before they hit a report.
Capital statements, K-1 prep workflows, and LP-facing portals. The systems institutional investors expect, built for your firm.
Time-weighted returns, IRR, contribution and attribution analysis — computed automatically across portfolios, sleeves, and benchmarks.
ETL pipelines that ingest custodian feeds, market data, and internal sources into a single warehouse. The foundation everything else runs on.
Custom dashboards and workflow tools for portfolio managers, analysts, and operations. The exact tool your firm needs, not a generic SaaS.
What this
looks like.
Real workflows we build for boutique investment managers.
Simple process.
Real results.
No bloated discovery phases. We move fast and build systems that work.
Free 15-minute call. We map your current reporting workflows and identify where time and accuracy are being lost.
One clear price. Defined scope. No surprises. You see exactly what we'll build and what it will cost before committing.
We architect, build, and deploy your infrastructure. Most projects ship within 2–6 weeks depending on scope.
Optional monthly retainer for new reports, data sources, and feature work. Your systems evolve with the firm.
We built this at $182B.
Now we build it for you.
Before Donzo, our founder spent three years building the analytics and reporting infrastructure at a $182B global asset manager. ETL pipelines processing 5 million rows daily. Automated reporting across 150 portfolios. Systems used every day by the CIO, COO, and CFO. We know what this infrastructure looks like when it works. We build the same systems for boutique managers at a fraction of the cost.
FAQ
Straight answers.
Yes. We integrate directly with Orion, Black Diamond, Advent Axys, Tamarac, and most major portfolio accounting systems. We pull data via API, file feed, or direct database connection — whichever your provider supports.
No. The systems we build are designed to run unattended. Your team uses the dashboards and reports — they don't maintain the pipelines. We handle the infrastructure side. That's the whole point.
Vendor platforms force your firm into their workflow and charge $100K+ per year for features you don't use. We build infrastructure that fits your specific reports, your specific clients, and your specific data — and you own it. No license fees, no forced upgrades.
Schwab, Fidelity, Pershing, Goldman Sachs, JP Morgan, Interactive Brokers, and most institutional custodians. Plus market data (Bloomberg, Refinitiv, FactSet), accounting (QuickBooks, NetSuite), and CRMs (Salesforce, Redtail, Wealthbox).
Every engagement is different. Book a free data-flow audit and we'll give you a fixed quote based on your specific scope. We also provide a clear estimate of ongoing monthly costs covering hosting, APIs, and support before you commit.
Most reporting and reconciliation systems ship within 2–6 weeks depending on the number of data sources and the complexity of your reports. Larger pipeline architectures take 8–12 weeks. We scope this clearly before any work begins.
Book a Free
Data-Flow Audit.
15 minutes. We'll map your current reporting and data workflows, identify exactly where time is being lost, and show you what a fully automated version looks like for your firm.