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 We do not publish anonymous or reconstructed stories.
A testimonial tells you someone was pleased. A number tells you what changed.
Featured · CapitalBridge
Cygnum Capital: seven funds, 191+ borrowers, 25+ countries. One dashboard.
How an Africa-focused private debt manager cut compliance admin from 120+ hours a quarter to under five, ended missed submission deadlines, and moved from a two-to-three day data lag to real-time covenant monitoring.
Cygnum Capital manages seven investment funds lending into agriculture, off-grid energy, financial inclusion and infrastructure across Africa. Before CapitalBridge, compliance for 191+ borrowers lived in seven separate Excel workbooks with inconsistent structures. Covenant breaches on DSCR, LTV and ICR surfaced during quarterly reviews rather than in real time, and missed submission deadlines ran at about 15%.
A four-week rollout configured all seven funds with sector hierarchies, classified every borrower, and activated the 27 standard reporting requirement types with cascading assignment rules. Multi-currency mapping covered 20+ frontier market currencies. The counterparty self-service portal opened to all 191+ borrowers in week four.
One year into production, compliance admin had dropped from 120+ hours a quarter to under five, and missed deadlines from 15% to effectively zero. Data freshness moved from an email-and-attachment lag to real time.
Five automated background jobs now handle submission scheduling, seven-tier escalation reminders, FX synchronisation and covenant calculation with no manual intervention. The platform also carries a 67-tool assistant layer, so the same numbers can be asked for in plain words.
Seven funds. 191 borrowers across 25 countries. 27 reporting types. Five automated jobs running daily. One person reviews the dashboard each morning.
Named customers, in production. With the outcomes we can publish.
Five with a number their owner lets us print. The rest are in production with outcomes nobody has published, so they are named below without one rather than handed a figure we cannot source. Every row leads somewhere.
Baillie Gifford
NetSuite Sync
Reporting speed
75% fasterMeasured after the first full month in production.
See NetSuite SyncAMAG
Acterys FP&A implementation
Budgeting cycle
months weeksPlanning, budgeting and forecasting moved inside Power BI and Excel, with write-back to the model.
See FP&A with ActerysCygnum Capital
CapitalBridge
Compliance admin, per quarter
120+ hours under 5Seven funds and 191+ borrowers across 25+ countries. The featured case above.
See CapitalBridgeBomark group
Proceptio.BI
Group reporting
four country ERPs one layerCroatia, Slovenia, Bosnia and Herzegovina and Serbia read through a single reporting layer.
See Proceptio.BIGumiimpex-GRP
Built to order
Systems in production
sixBranch and partner operations across six connected systems. The oldest has been running since 2019.
See what we build to orderAlso in production
Systems running today whose owners have not published an outcome. Named references are available on request during a scoping call.
DLM Finance
Fund back-office, built to order
LPKF Laser & Electronics
Enterprise application
SWO Netz
Enterprise application
MTI Technology
Applications and integration
Farber Consulting Group
ERP and CRM, built to order
First Samuel
Applications and integration
Techspace
Applications and integration
RoC Skincare
NetSuite Sync
References
Prospective customers 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.
