Luxembourg 2330
Luxemburgo
Squale Capital
Overview of the squale CAPITAL Project
Business sector | Finance/Insurance - Investment fund management |
Installed solution | |
Número de empleados | 1 - 10 employees |
Número de licencias | 2 |
Año de integración | 2025 |
ERP Integrator | CAPTIVEA Luxembourg, Europe - Odoo Partner |
| Odoo Link | Squale Capital |
WHO IS Squale Capital?
Squale Capital is a Management Company (ManCo) based in Luxembourg, specializing in investment fund management. It currently supports around 30 companies and funds, providing services for the structuring and implementation of investment funds tailored to its clients’ needs. With its expertise, ASTATE delivers professional and personalized management, while ensuring regulatory compliance and fund optimization for its investors.
SUS NECESIDADES
Squale Capital chose Captivea to benefit from tailored expertise and adapt Odoo to its specific investment fund management processes. With Captivea’s support, the standard package was transformed into a customized solution, perfectly aligned with the company’s complex needs.
LA SOLUCIÓN PROPUESTA
El primer paso de este proyecto es realizar un análisis completo del entorno Odoo del cliente.
Objetivos de análisis
- Para estar tranquilo sobre la viabilidad
- Demostramos que comprendíamos su negocio.
- Para confirmar un presupuesto
- Para saber y confirmar cómo lo haremos
- Conocer la línea de tiempo
Procesos de análisis
- descubrimiento de negocios
- Talleres Por tema / grupo de personas / dominios
- Crear los documentos entregables
- Preséntalo
- Gestionar la retroalimentación
Módulos instalados de Odoo
Beneficios y retorno de la inversión
Ahorro de tiempo
- Instant financial reporting
- Simplified payment management
- Centralized organization of documents
- Automation of electronic signatures for quick validation
aumento de la productividad
- Optimized electronic signature process
- Collaborative file sharing within the team
- Invoice standardization
- Customizing the metrics
Aumento de las ventas
- Reduction of administrative errors
- Better cash flow management
- Quick access to KPIs for constant performance monitoring
- Customization of invoicing offers