Case Study: Polaris achieves modern, scalable fund accounting and launches Fund V without additional back-office headcount with Allvue Systems

Polaris - Customer Case Study

Polaris, an industry-leading Nordic private equity firm with a track record of over two decades and more than €1 billion raised, faced a scaling challenge as it prepared to launch Fund V: its back-office was still running on a legacy, Excel-based fund accounting setup that was manual and hard to scale. Seeking a modern, out-of-the-box solution, Polaris selected Allvue Systems and its Fund Accounting, CRM, and Business Intelligence solutions—built on Microsoft Dynamics—to replace manual processes and support future growth.

Allvue Systems implemented a modern fund accounting environment, CRM, and BI tools that allowed Polaris to launch Fund V directly in the new system and put in place infrastructure to introduce a new strategy without adding back-office headcount. The Allvue deployment streamlined bookkeeping, created a clean audit trail, automated investor communications, reduced key‑man risk by capturing knowledge in the system, and improved team collaboration—delivering measurable efficiency gains and enabling Polaris to better service investors while scaling operations.

Polaris

Joachim Satchwell

Associate Director