Oliver Sinclair

Portfolio focus

Private markets · Technology & data leadership

Oliver Sinclair

Business ambition.
Technology that delivers.

Private Markets Technology & Data Executive

I help investment managers and fund administrators scale by connecting business priorities, specialist teams and technology. Twenty years in private markets, with accountability from investment case to ongoing operations.

Explore my experience Download full CV PDF · 4 pages

Jersey, Channel Islands · Open to London-based roles and relocation

Experience across

Aztec Group TMF Group Triton Partners Apax Partners GSK

20

Years in private markets

GP and fund-services experience

14

Years at Apax and Triton

Direct investment-manager experience

c.70

People led at Aztec

Around 55 FTE plus contractors

c.£15m

Annual Aztec technology budget

People, software and implementation

01 / About

Investment-business understanding. Global delivery experience.

My grounding is in finance and fund operations. Fourteen years at Apax and Triton, followed by global leadership at TMF and Aztec, give me a view across investment managers and service providers. I work with executives and institutional clients on strategy, operating models and delivery through both organic and acquisition-led growth.

Set the direction

Technology strategy, operating models, investment cases and platform choices grounded in business requirements.

Build the capability

Specialist teams, budgets, supplier relationships and clear accountability for delivery and service.

Deliver business change

Platform implementation, data integration, automation and client transitions, with controls and support designed in.

02 / Experience

From finance to technology leadership.

Twenty years in private markets. Experience on both sides of the manager–service provider relationship.

Download full career history ↗

Professional foundations

  • CIMA Advanced Diploma in Management AccountingCIMA · 2003–2006
  • Agile Project Management PractitionerUniversity of Westminster / APMG International · 2016
  • Postgraduate Certificate, International BusinessAlliance Manchester Business School · 2001–2002
  • BSc Molecular BiologyThe University of Manchester · 1997–2001
  1. Sep 2024 – Sep 2026Aztec GroupDirector, Markets Technology Services

    Led technology, data and reporting across private equity, private credit, real assets and funds-of-funds services, supporting organic growth, large-cap clients and US expansion following PE investment.

    • Led approximately 70 people, including around 55 FTE plus contractors, and managed a c.£15m annual technology budget across change delivery, live services and suppliers.
    • Translated the five-year growth plan into a roadmap and target architecture. Advised ExCo, authored Board papers presented by the CTO and supported investor due diligence.
    • Presented technology propositions in major RFPs, advised key clients and contributed to the largest clients’ quarterly business reviews.
    • Connected Investran SaaS and the existing eFront Invest core to financial reporting and waterfall calculations. Automated funds-of-funds accounting and delivered portfolio-monitoring capability.
    • Designed a connected investor journey across fundraising, subscriptions, onboarding, KYC and reporting; implementation remained in progress at departure. Banking, payments and treasury joined the remit in 2026.
  2. Jun 2020 – Sep 2024TMF GroupHead of Private Markets Technology

    Head: Mar 2023 – Sep 2024 · Technology Lead: Jan 2021 – Mar 2023 · Fund Services Applications Manager: Jun 2020 – Jan 2021

    Built global Fund Services and Capital Markets technology capability in a PE-owned business pursuing acquisition-led growth. Grew the function from four to around 30 specialists and managed a c.£5m annual budget.

    • Supported technology due diligence and integration across six acquired businesses in the Channel Islands, Luxembourg, the US and Brazil.
    • Connected accounts payable, fund accounting and payments, with technology accountability from selection and implementation through ongoing support.
    • Delivered digital subscriptions and investor reporting through fundraising and LP portals. Built technology capability for a new private-credit loan-servicing function.
    • Delivered the technology transition for an institutional real-estate outsourcing mandate in Latin America, from client proposition and solution design to operational handover.
    • Established application controls, ISAE 3402 evidence, segregation of duties, supplier recovery requirements and disaster-recovery testing.
  3. Oct 2016 – Jun 2020Triton PartnersDigital Technology Manager / Business Intelligence Analyst

    Digital Technology Manager: Jun 2018 – Jun 2020 · Business Intelligence Analyst: Oct 2016 – May 2018

    Led business technology change within a private equity and private debt manager, working with investment teams, investor relations, finance and operations. Managed a four-person business-systems team, vendor relationships and ongoing application services.

    • Defined an application strategy to address fragmented systems, duplicated capabilities and manual hand-offs.
    • Selected and implemented a private-credit platform connected to fund accounting, covering loan compliance, order and execution management, portfolio management and loan accounting.
    • Replaced the investor reporting portal, implemented specialist entity administration and selected a separate solution for portfolio-company KYC and due diligence.
    • Owned core fund-accounting application controls and audit support, and sponsored an analytics platform for portfolio, valuation, fund-accounting and deal-pipeline information.
  4. Sep 2006 – Sep 2016Apax PartnersFinancial Systems & Operations Analyst

    Worked at the interface of finance, fund operations and technology within a global private equity manager, covering valuation, portfolio monitoring, investment information and management reporting.

    • Led business requirements and validation for an externally built management-reporting warehouse, working with delivery partners and the internal development team.
    • Developed management reporting and models for investment returns and track-record analysis, with contractor and vendor support.
    • Supported track-record automation, portfolio-monitoring capabilities and the modernisation of legacy reports to improve performance and cost efficiency.
  5. Sep 2003 – Aug 2006GSKFinance Analyst – Graduate Finance Programme

    Finance graduate programme covering planning, budgeting and reporting across R&D, IT Finance, and Manufacturing and Supply.

    • Supported financial planning and management reporting across Global Research and Development, Global IT Finance, and Manufacturing and Supply.

03 / Selected work

What I have led and delivered.

Selected examples of capability building, platform delivery and investment information.

Aztec Group2024–2026

Fund accounting · Reporting · Integration

Connected fund accounting and reporting

Connected fund accounting, financial reporting and waterfall calculations to reduce manual spreadsheets and document preparation.

  • Platform modernisation
  • Fund reporting
  • Integration
My role and delivery

My contribution

Implemented Investran SaaS alongside the existing eFront Invest core. Connected both through the integration layer to reporting and waterfall calculations, returning results to the relevant accounting platform.

Accelerated supported fund-accounting releases and new capabilities, while defining the longer-term roadmap for SaaS delivery. Also delivered portfolio dashboards and real-estate budgeting capabilities.

TMF Group2020–2024

Acquisitions · Integration

Technology supporting six acquisitions

Supported acquisition-led growth through technology due diligence and post-acquisition integration across six businesses.

  • Technology due diligence
  • Acquisition integration
  • Operating models
My role and delivery

My contribution

Supported the State Street Channel Islands integration on joining, a Luxembourg management company, two US fund-services providers and two businesses in Brazil.

Worked with ExCo on operating models and investment priorities, with technology represented on transformation steering committees.

TMF Group2020–2024

Fund operations · Payments

From invoice to payment, connected

Established an integrated invoice-to-payment process connecting accounts payable, fund accounting and payments to reduce manual handling.

  • Process automation
  • Integration
  • Service ownership
My role and delivery

My contribution

Led selection and implementation of invoice and payment platforms, their integration with fund accounting, and the ongoing support model.

Accountability covered the full technology lifecycle, from investment decisions through implementation and live services.

Triton Partners2016–2020

Private credit · Platform strategy

Private-credit systems connected to fund accounting

Connected private-credit operations with fund accounting, from business requirements through platform selection and implementation.

  • Private credit
  • Platform selection
  • Implementation
My role and delivery

My contribution

Led the legacy-platform replacement RFP across loan compliance, order and execution management, portfolio management and loan accounting. Selected and implemented the solution within the wider application strategy.

Combined delivery with responsibility for core fund-accounting development, controls, audit support and ongoing services.

Aztec Group2024–2026

Funds of funds · Intelligent automation

Portfolio information feeding automated accounting

Automated funds-of-funds accounting and delivered portfolio-monitoring capability at Aztec.

  • Portfolio monitoring
  • Accounting automation
  • Delivery partnerships
My role and delivery

My contribution

Led technology selection and integration with specialist providers and managed service engineering teams, connecting monitoring and accounting capabilities.

Delivered within the wider technology, data and reporting remit; separately championed AI-assisted data extraction, reconciliation and validation.

Apax Partners2006–2016

Investment information · Reporting

Management and investment-performance reporting

Developed management reporting and models for investment returns and track-record analysis at Apax.

  • Investment information
  • Business requirements
  • Reporting delivery
My role and delivery

My contribution

Led business requirements and validation for an externally built reporting warehouse. Worked with delivery partners and the internal development team on refresh, accuracy and calculation requirements, with contractor and vendor support for reporting and model development.

Contributed to improved reporting performance, cost efficiency and presentation through modernisation of legacy reports; supported automation of the master investment track record.

04 / Leadership

Strategy, people and delivery accountability.

My remit has combined executive decision support, commercial responsibility and ownership of technology change and live services.

Read the full career history

Annual technology budgets covered people, software and implementation services: c.£15m at Aztec and c.£5m at TMF.

01

Technology strategy and investment decisions

Translate business priorities into roadmaps, architecture and investment cases. Make choices with executives and business owners, with clear delivery responsibilities.

Aztec’s five-year growth roadmap and target architecture; ExCo advice and Board papers presented by the CTO.

02

Teams, budgets and suppliers

Build specialist capability and manage the resources and supplier relationships required to deliver and support it.

TMF function growth from four to around 30 specialists; c.70 people led at Aztec; annual budgets of c.£5m and c.£15m respectively.

03

Client and operating-model change

Connect institutional-client requirements and commercial proposals with implementation plans, operating models and transition.

Six TMF acquisitions, institutional outsourcing and client propositions; Aztec major RFPs and key-client quarterly business reviews.

04

Operational control and service ownership

Treat access controls, audit evidence, supplier recovery arrangements and ongoing support as part of technology delivery.

TMF application controls and disaster-recovery testing; Triton Investran controls and audit support.

05 / Approach to AI investment

A business case before an AI investment.

AI investment should meet the same business, commercial and operational tests as other technology decisions. I start with a defined use case and assess the evidence, controls and support model before recommending wider adoption.

  1. 01

    Define the business need

    Identify the operating problem, current effort, cost and risk. Compare the proposed investment with process changes and existing systems.

    Decision requirementA clear problem and a credible basis for investment
  2. 02

    Test performance in practice

    Use representative cases and include exceptions. Assess accuracy, completeness and the effort needed to review the output.

    Decision requirementEvidence of value in the intended workflow
  3. 03

    Establish control and ownership

    Agree data access, traceability, human review and recovery arrangements. Name the business and technology owners.

    Decision requirementAn operating model the business can support
  4. 04

    Decide whether to scale

    Assess the evidence, total cost and support requirements against agreed criteria. Define ongoing monitoring and an exit option.

    Decision requirementAn informed investment decision with accountable owners

Illustrative decision framework adapted from a July 2026 AI supplier assessment.

Technology experience

Technology grounded in the business.

Experience spans strategic oversight, supplier selection and delivery leadership, alongside earlier hands-on reporting and model development.

Investment and fund operations

Private-credit implementation at Triton; fund-accounting modernisation, financial reporting and waterfall calculations at Aztec and TMF.

Selected platforms

eFront Invest · Investran · Allvue · Anaplan · Workiva

Data, reporting and automation

Reporting and investment-performance models at Apax; client data exchange, master data management and funds-of-funds accounting automation at Aztec and TMF.

Selected platforms

Databricks · Snowflake · MuleSoft

Investor and corporate services

Digital subscriptions and investor reporting, entity administration, KYC integration design, treasury, payments and regulatory reporting.

Methods and responsibilities

Selection · Integration · Delivery governance · Service management

Start a conversation

Discuss a technology leadership mandate.

I welcome CIO, CTO and senior technology or data leadership opportunities in private markets, including selected interim and advisory mandates.

oliver@unlistedlogic.comConnect on LinkedIn

Jersey, Channel Islands · Open to London-based roles and relocation