After a merger or acquisition, the two firms usually run different investor onboarding processes, different KYC/AML approaches and separate NAV production cycles, each with its own systems, approvals and audit trail. Reconciling that into one governed way of working is a distinct operational problem from the deal itself.
It is also different from M&A deal-tracking or program-management tools. Those track the integration project's milestones and workstreams; this is about operationalizing the combined firm's fund and investor operations once the tracking phase is done and the work actually has to run.
Next Matter orchestrates the combined firm's onboarding, KYC/AML and NAV processes across whichever systems survive the merger, whether that is ledgers, CRMs, KYC providers or data rooms, as a single governed workflow rather than two legacy processes bolted together. Maker-checker (four-eyes) approvals and a complete, timestamped audit trail apply from day one of the newly combined process, not reconstructed afterwards.
Operations teams build and adjust those merged workflows themselves, without an engineering project, which matters because post-merger timelines are tight and the target operating model keeps changing during integration. Next Matter runs in production at Ocorian (300+ fund specialists), Trade Republic, b2venture and Swan, so the same approach holds at scale. See <a href="/answers/automate-investor-lp-onboarding">investor onboarding</a>, <a href="/answers/automate-periodic-kyc-aml-refresh">KYC/AML refresh</a> and <a href="/answers/speed-up-nav-production-and-oversight">NAV production and oversight</a>.