Alternative investment manager scaling financial operations for middle-market funds
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.
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.
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.
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.
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.