EWM Global’s involvement in a client’s carry administration process often begins when they’ve reached a point where their internal spreadsheets are beginning to break. For larger funds, it may be the sheer amount of transactional and apportionment data (historical and current) their team must maintain on a regular basis, while smaller funds might find themselves struggling with data scattered across multiple spreadsheets, tabs, and sources, with the full knowledge of plan mechanics maintained solely in the head of the CFO. The shortcomings of administering the carry lifecycle in Excel leads many firms to these eventualities, and EWM’s database-driven approach offers the opportunity to avoid such outcomes by organizing complex plan history into a convenient array of data visualizations and reports. The finished product makes carry data accessible, easy to update and maintain, and appealing to both client admins and carry recipients. Appealing as the finished product may be, organizing historical carry information into a state where it can be systematized is a daunting task for CFOs, who have demanding schedules and minimal time to manage such processes. EWM understands this. In fact, it is the reason for our Implementation Team, which plays a vital role in the onboarding process.