You're an investor.
Focus on investing.
At Proechelon Group, we collaborate with emerging investment managers as their operational thought partner by taking the back-end non-investment responsibilities off their plate. Just as a chef should be focused on cooking, our clients should be focused on investing. Our mission is simple - to free up headspace so you can focus on refining your thesis and delivering alpha.
Services
Operational Oversight:
- "Chief of Staff" / Quarterback to Third Party Service Providers
- Portfolio valuation assessments (internal)
- Regulatory filing assistance (BlueSky, Form D, ADV)
- Year-end fund tax & audit coordination
- Internal policy & process creation
Investor Relations & Business Development:
- LP onboarding coordination (subscriptions, documentation)
- Marketing material updates and content creation
- High-touch client relationship management
- Prospect pipeline management and CRM management
Investment Analysis & Support:
- Custom Excel modeling (track records, P&L, waterfalls)
- Backtests, portfolio simulations, and cashflow analysis
- Trade execution support during capacity constraints
- Python-powered data management and complex analyses
Core Infrastructure:
- Email/messaging compliance solutions
- Document management
- CRM optimization and maintenance
- Workflow automation platforms
About the Founder - Brandon Chu
Before launching Proechelon, Brandon served as Managing Partner and CFO/COO of 151 Capital Management, a Dallas based investment firm focused on bespoke, market uncorrelated strategies. Earlier in his career, Brandon held roles at Alcentra and Ellington Management Group, where he participated in over $1 billion of institutional capital raising. He began his career in Bloomberg LP’s fixed income and structured credit group, specializing in bond pricing and cash flow modeling, after earning his Finance degree from the University of Pittsburgh. In his spare time, Brandon enjoys playing volleyball, baking sourdough bread, and reading. Some of his favorite books include A Man Called Ove, Thinking, Fast and Slow, and The Three Body Problem trilogy.