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Audax Group Tech Stack

Alternative investment manager scaling financial operations for middle-market funds

Investment Management Boston, MA 201–500 employees Founded 1999 Privately Held

Audax Group operates a financial systems stack centered on NetSuite, Snowflake, and Salesforce, with heavy adoption of modeling (Anaplan), cash management (Kyriba), and reporting tools (Power BI, Alteryx). The hiring velocity is accelerating with 15 roles posted in the last 30 days—weighted heavily toward finance (13 roles across senior, mid, and junior levels)—while active projects cluster around financial reporting, fund-level returns, capital calls, and valuation processes. The pain-point pattern (tax forecasting, P&L efficiency, scalable accounting, compliance across multiple funds) reveals an organization scaling infrastructure faster than processes, particularly around multi-fund consolidation and regulatory oversight.

Tech Stack 25 technologies

Core StackActive Directory Salesforce NetSuite Snowflake DocuSign Power BI Python Java Greenhouse Zoom Rooms Microsoft Teams Rooms Microsoft Entra Anaplan Concur Kyriba BMS Alteryx macOS iOS Microsoft Access Azure Entra ID Zscaler Zero Trust Network Access Cisco Meraki FortiGate Microsoft Graph API

What Audax Group Is Building

Challenges

  • Tax forecasting accuracy
  • Improving p&l reporting efficiency
  • Scalable accounting function
  • Compliance and control processes for multiple funds
  • Crm platform optimization
  • Compliance issue resolution
  • Trade discrepancy resolution
  • Cash flow monitoring
  • Increasing regulatory demands
  • Growth in the business

Active Projects

  • Financial systems implementation
  • Financial reporting for private debt funds
  • Development of budgeting and forecasting models
  • Cash management and bank reconciliation
  • Pipeline analytics and reporting
  • Crm workflow optimization
  • Fund level returns and investor deliverables
  • Valuation process for debt, equity and clo investments
  • Capital call and distribution management
  • Data consolidation and migration for system implementations

Hiring Activity

Accelerating20 roles · 15 in 30d

Department

Finance
13
Ops
3
Data
1
Legal
1

Seniority

Senior
8
Mid
6
Intern
1
Junior
1
Manager
1
VP
1
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About Audax Group

Audax Group is an alternative investment manager founded in 1999, based in Boston, with 201–500 employees. The firm focuses on capital deployment and management for middle-market private equity and debt investments. Operations span financial systems implementation, fund accounting, investor reporting, portfolio analytics, and capital management workflows. The technology foundation emphasizes enterprise finance (NetSuite, Anaplan, Kyriba), cloud data consolidation (Snowflake), and CRM-driven pipeline tracking (Salesforce). Recent hiring surges in finance and operations roles suggest the firm is automating and scaling its back-office and reporting functions to handle growth across multiple fund vehicles and investor bases.

HeadquartersBoston, MA
Company Size201–500 employees
Founded1999
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Audax Group use?

Finance and operations: NetSuite, Anaplan, Kyriba, Concur. Data and reporting: Snowflake, Power BI, Alteryx. CRM and workflows: Salesforce, Greenhouse. Security and collaboration: Zscaler Zero Trust, Cisco Meraki, FortiGate, Microsoft Teams Rooms, Microsoft Entra.

What is Audax Group working on?

Financial systems implementation, fund accounting and reporting, budgeting and forecasting models, cash management, capital call and distribution workflows, valuation processes, and CRM optimization for pipeline analytics.

How this profile is built

Audax Group's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.