Case Study: Tech-enabled Fund Administration and Investment Services Firm achieves real-time IRR visibility with Datamatics

Revolutionizing fund Insights with a salesforce Native IRR engine

The Tech-enabled Fund Administration and Investment Services Firm needed a better way to calculate Internal Rate of Return (IRR) as its portfolio grew more complex, with irregular investment timing, evolving valuations, and increasing reporting demands. Manual Excel-based processes and online calculators could not provide the real-time, scalable, and flexible reporting the firm needed. Datamatics partnered with the client to address these gaps with a Salesforce-native solution.

Datamatics implemented a custom IRR engine on the Salesforce Platform using XIRR logic and the Newton–Raphson method, along with a flexible investment data model, valuation snapshots, and configurable classification rules. The result was real-time IRR visibility across investments, more reliable performance metrics, reduced operational risk by eliminating manual workflows, and faster investor reporting with export-ready outputs.