Cloud Optimization Boutique investment manager relies on AWS, CloudFront, and Cloudflare; opportunity to optimize cloud spend, strengthen security, and implement disaster recovery and regulatory-compliance services to support growth.

Web Modernization Current frontend stack includes jQuery, Bootstrap, and Lunr.js, indicating an opportunity to modernize the website and investor portal for better performance, user experience, and search visibility.

Investment Analytics As a growth‑oriented investment manager, they may benefit from enhanced data and analytics capabilities, including data feeds, alternative data, risk analytics, and performance insights to improve decision support.

IT Security Outsourcing With a very small team, they could reduce operational risk by outsourcing IT support, cybersecurity, and compliance readiness.

Growth Ops Enablement Growth needs likely include CRM and back-office automation; propose CRM and portfolio-management system integrations to streamline client onboarding, reporting, and workflow efficiency.