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Named customers · Quantified outcomes

Case studies

Customer case studies for Proceptio products and implementation services. Every case study on this page is a real, named customer in active production, with measurable outcomes. We do not publish anonymous or reconstructed stories.

Featured · CapitalBridge

Cygnum Capital: 7 funds, 191+ borrowers, 25+ countries, one dashboard

How an Africa-focused private debt manager cut compliance admin time from 120+ hours per quarter to under 5, eliminated missed submission deadlines, and moved from 2-3 day data lag to real-time covenant monitoring.

95%+
Admin time reduction
~0%
Missed deadlines (from 15%)
Real-time
Covenant monitoring (from 2-3d lag)
4 weeks
From config to go-live

Cygnum Capital manages 7 investment funds (AATIF, ALCBF, OGF, FAY, AGG, FEI, LCBF) lending into agriculture, off-grid energy, financial inclusion, and infrastructure across Africa. Before CapitalBridge, Cygnum tracked compliance for 191+ borrowers in seven separate Excel workbooks with inconsistent structures. Covenant breaches on DSCR, LTV, and ICR were discovered during quarterly reviews, not in real time. Missed submission deadlines ran at about 15%.

A 4-week rollout configured all 7 funds in CapitalBridge with sector and sub-sector hierarchies, classified borrowers as Financial Institutions or Direct Investment Companies, and activated the 27 standard reporting requirement types with cascading assignment rules. Multi-currency mapping covered CFA, KES, NGN, ZAR, IDR, and 15+ other frontier market currencies. The counterparty self-service portal opened to all 191+ borrowers in week 4.

One year into production, compliance admin time dropped from 120+ hours per quarter to under 5. Missed deadlines fell from 15% to effectively zero. Data freshness moved from a 2-3 day email-and-attachment lag to real-time. Five automated background jobs now handle submission scheduling, 7-tier escalation reminders, FX synchronization, and covenant calculation without any manual intervention.

"Seven funds. 191 borrowers across 25 countries. 27 reporting types. Five automated jobs running daily. One person reviews the dashboard each morning."

Other customers in production

The following organizations use Proceptio-built software or Proceptio-delivered implementations in production. Full named case studies are being added over the course of 2026. In the meantime, named references are available on request during scoping calls.

NetSuite Sync · Product

Disney

Named customer for NetSuite Sync by Acterys. NetSuite-to-Power-BI data flow without the SuiteAnalytics Connect ODBC license.

NetSuite Sync · Product

Heineken

Named customer for NetSuite Sync by Acterys. Planning cycle reduced from 5 days to 2 hours on the Acterys side of the stack.

NetSuite Sync · Product

Bailie Gifford

Named customer for NetSuite Sync by Acterys. Reporting 75% faster after the first full month in production.

Acterys FP&A · Service

AMAG

Acterys FP&A implementation reduced budgeting cycle time from months to weeks.

Custom Apps · Service

DLM Finance

Custom enterprise application built by Proceptio in production.

Custom Apps · Service

LPKF Laser & Electronics

Custom enterprise application built by Proceptio in production.

Custom Apps · Service

SWO Netz GmbH

Custom enterprise application built by Proceptio in production for the German market.

Various · Service

MTI Technology, Farber, First Samuel, Gumiimpex-GRP, Techspace, Bomark, RoC

Additional Proceptio customers across custom applications and integration services. Details available on request.

Want a reference call?

Prospective customers who are in the final stages of evaluating Proceptio can typically get a 30-minute reference call with one of our named customers, subject to the customer's availability. Ask during your scoping call.