Modernizing the Technology Operating Model for Alternative Investors

We implement data strategy, reporting modernization, workflow and portfolio management solutions, automation, and practical AI to strengthen decision-making and elevate operational performance across the investment lifecycle.

Eliminate inefficiencies, enhance accuracy, and unlock insights for smarter decision-making

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AI-Driven Process Automation

We apply proven and practical AI techniques across Private Equity, Credit and back office operations using leading platforms, freeing teams to focus on higher-value, growth-driving work.

Technology Strategy

We partner with business leaders to identify risks, eliminate inefficiencies, and develop a secure, scalable technology roadmap aligned with long-term growth.

Data Strategy

We design and implement smart data strategies that streamline processes, integrate systems, and power decision-making with rich, actionable reporting.

Fractional CTO

We act as fractional CTO providing strategic guidance and executive-level insight to drive critical initiatives forward and represent your interests.

Vendor Selection

We manage end-to-end vendor selection—from evaluation and integration to contract negotiation—ensuring every partner aligns with your strategic goals and delivers long-term value.

Bespoke Application Development

We design and deliver custom technology solutions, assembling expert teams through strategic partnerships to meet each client’s unique needs and goals.

“As a client the best part of the engagement was the way he took the time to understand our business, where it currently is, and where we want to go before turning to technology solutions. Gary is a person I trust to help take us to a better operating model and a pleasure to work with.”— CFO, Gotham Green Partners

"CrestPoint often went beyond the scope of their contract to ensure we were comfortable with everything going on including multiple follow-ups. Overall, I would highly recommend Gary and CrestPoint based off of the quality, thoroughness, effectiveness of his work as well as was truly enjoyable to work with."— VP, Operations, Owls Nest Partners

“Working with Gary at Fortress was an incredibly rewarding experience. His deep expertise in enterprise technologies, especially in the private equity, private credit, and real estate sectors, was instrumental in driving impactful solutions that enhanced operational efficiency and strategic decision-making. I truly valued his collaborative approach, strong leadership, and ability to navigate complex challenges to deliver exceptional results for the business.”— VP, HPS Investment Partners