Oliver Sinclair

Portfolio focus

Asset managers · Private equity & private credit

Oliver Sinclair

Investment insight.
Technology that delivers.

Private Markets Technology & Data Executive

Fourteen years at Apax and Triton underpin my understanding of investment, finance and investor-relations workflows. I combine that grounding with global technology leadership at TMF and Aztec.

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

14

Years inside GPs

Apax Partners and Triton Partners

20

Years in private markets

Across managers and service providers

c.70

People led at Aztec

Applications, data and reporting

c.£15m

Annual Aztec technology budget

People, software and implementation

01 / About

Understand the investment business. Own the technology agenda.

My experience connects the information and systems an investment manager relies on with the leadership needed to modernise them. I have taken platform decisions through selection, implementation and ongoing ownership, then developed broader commercial and organisational responsibility in global fund services.

Investment information

Management reporting, portfolio monitoring, valuations and investment-performance analysis.

Investment operations

Private-credit and fund-accounting systems, investor reporting and entity administration.

Technology leadership

Application strategy, investment prioritisation, team and supplier management, controls and live services.

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

Experience relevant to the investment business.

Direct GP delivery at Apax and Triton, complemented by subsequent leadership and platform experience.

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.

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.

Triton Partners2016–2020

Investor relations · Entity administration

New platforms for investor and entity services

Replaced the investor reporting portal and moved entity administration from spreadsheets and fund-accounting tools to a specialist platform.

  • Investor service
  • Migration & adoption
  • Entity administration
My role and delivery

My contribution

Led investor-portal data migration, launch and ongoing support, giving LPs digital access to fund information. Separately led selection and implementation of the entity-administration platform.

Also selected a separate solution for portfolio-company KYC and due diligence.

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

Application controls · Service resilience

Application controls and service resilience

Established controls, audit evidence and recovery practices across TMF’s Fund Services and Capital Markets applications.

  • Operational control
  • Audit support
  • Service resilience
My role and delivery

My contribution

Established access controls, segregation of duties and ISAE 3402 evidence. Embedded supplier recovery requirements, business-continuity arrangements and disaster-recovery testing.

Accountability covered application controls and service resilience, working with business owners, suppliers and assurance stakeholders.

TMF Group2020–2024

Leadership · Commercial delivery

A global specialist function built for growth

Expanded TMF’s private-markets technology function from four to around 30 specialists, establishing delivery, support and governance across jurisdictions.

  • Capability building
  • Global leadership
  • Commercial accountability
My role and delivery

My contribution

Built team structures and ownership for the global Fund Services and Capital Markets practices. Aligned technology strategy, application selection, implementation and service management with business priorities.

Managed an annual technology budget of c.£5m. Responsibilities included institutional-client propositions, vendor negotiations, technology contracting and client pricing.

04 / Leadership

A business partner with delivery responsibility.

I work with senior business leaders on priorities and investment choices, and with specialist teams and suppliers to carry those decisions into service.

Read the full career history

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

01

Business-led technology direction

Set application priorities with investment teams, finance, investor relations and operations. Assess platform choices against the business need and the delivery implications.

Triton application strategy and vendor selection; later Aztec target architecture and executive investment cases.

02

Investment and management information

Translate reporting and calculation requirements into systems that serve finance and investment teams. Bring practical knowledge of fund data and investment-performance reporting.

Apax management-reporting warehouse requirements and investment-performance models; Triton sponsorship of a portfolio and fund-data analytics platform.

03

Leadership and commercial judgement

Build and direct specialist teams, manage budgets and suppliers, and establish clear responsibilities for change and ongoing service.

Triton business-systems team and vendors; subsequent global function-building at TMF and leadership of c.70 people at Aztec.

04

Controlled operations

Embed application controls, audit support and recovery requirements in platform decisions and service ownership.

Triton Investran application controls; TMF access controls, supplier recovery requirements and disaster-recovery testing.

05 / Approach to AI investment

A business case before an AI investment.

For an investment manager, the starting point is a specific information or operating need. I assess an AI proposal against the quality of its output, data and control requirements, and the cost of supporting it in practice.

  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

Platforms across the investment lifecycle.

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 your technology leadership priorities.

I welcome Head of Technology, CTO and senior technology leadership opportunities with private equity and private credit managers seeking a business partner who can set direction and lead delivery.

oliver@unlistedlogic.comConnect on LinkedIn

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