echoloc

Sagard Tech Stack

Multi-strategy alternative asset manager with venture, PE, credit, and real estate

Financial Services Montreal, Quebec 201–500 employees Privately Held

Sagard operates a diversified alternative asset platform spanning venture capital, private equity, private credit, and real estate. The tech stack reveals a finance-first organization running Palantir and Foundry for deal sourcing and portfolio analytics, supported by Workday (currently adopting), DealCloud for deal management, and core cloud infrastructure across AWS, Azure, and GCP. Active hiring skews heavily toward finance roles, but the project list—fund accounting automation, AI-enabled HR solutions, investment data workflows—and pain-point clustering around fund accounting and portfolio data organization suggest Sagard is systematizing operational backend processes to support multi-fund complexity and scale.

Tech Stack 24 technologies

Core StackWorkday AWS Python TypeScript Power BI Excel Word PowerPoint Outlook SIEM XDR EDR Azure GCP PowerShell Bash Foundry Palantir LinkedIn Git DealCloud SOC 2 ISO 27001 NIST
AdoptingWorkday

What Sagard Is Building

Challenges

  • Investment decision improvement
  • Scaling fund accounting platform
  • Automate low-value work
  • Automating fund accounting processes
  • Elevating hr technology ecosystem
  • Operational complexity
  • Complex fund structures
  • Compliance with lpas
  • Collecting and organizing portfolio data
  • Automating investment data processes

Active Projects

  • New fund launches
  • Fund accounting automation
  • Ai-enabled hr solutions prototype
  • Process improvements automation initiatives
  • Fundraising plan for institutional investors
  • Lead fundraising assignments
  • Build pipeline of probability-weighted opportunities
  • Private credit transactions
  • Quarterly investment reporting
  • Market insights on fintech

Hiring Activity

Steady30 roles · 10 in 30d

Department

Finance
17
Engineering
2
Marketing
2
Product
2
Security
2
Data
1
HR
1
Legal
1

Seniority

Senior
9
Mid
8
Intern
7
Junior
3
Lead
1
Manager
1
Principal
1
Company intelligence

Find more companies like Sagard by tech stack, pain points and active projects

Get started free

About Sagard

Sagard is a Montreal-based alternative asset manager with a global portfolio spanning venture capital, private equity, private credit, and real estate. The firm manages multiple fund vehicles and serves institutional investors. Operationally, Sagard manages the complexity of diverse asset classes, fund accounting, LP compliance, and deal sourcing across geographic and strategy boundaries. Current focus areas include automating fund accounting processes, improving portfolio data collection and organization, and investing in workforce enablement through HR technology. The organization operates from a 201–500 employee base.

HeadquartersMontreal, Quebec
Company Size201–500 employees
Hiring MarketsCanada, United States

Frequently Asked Questions

What is Sagard's tech stack?

Palantir and Foundry for portfolio analytics; DealCloud for deal management; Workday for HR/finance operations; AWS, Azure, and GCP for cloud infrastructure; Power BI for reporting; Python, TypeScript, Bash, and PowerShell for automation.

What is Sagard working on?

Fund accounting automation, AI-enabled HR solutions, investment data process automation, new fund launches, and fundraising pipeline development. Pain points center on scaling fund accounting, automating data collection, and managing operational complexity across multiple fund structures.

Similar Companies in Financial Services

Other companies in the same industry, closest in size