Youssef Ben Haj Ahmed

Led the digital transformation of core business functions — from fund administration and portfolio monitoring to CRM, ESG tracking, and document management — by integrating best-in-class software solutions and leveraging automation tools like Power Automate, Zapier, and early AI integrations to streamline operations. Introduced AI-driven workflows to enhance investor reporting (KPI generation), automate compliance checks, enrich dealflow data, and support smarter, faster decision-making across the firm. Reimagined and optimized financial and operational processes — combining automation, AI, and user-centric design to boost efficiency, reduce manual work, and future-proof the organization’s digital infrastructure.

• Sourcing and structuring of investment and divestment deals; • Investment notes & presentations preparation; • Delivering presentations to clients and pipeline companies; • Market Research and Peer Analysis; • Financial & Operational Due diligences on companies from different sectors; • Strategy development and implementation on portfolio companies; • Business plan modeling and valuation of assets; • Portfolio monitoring and review;

• Quarterly valuation of companies & funds (using different frameworks like IPEV Guidelines); • Quarterly & punctual reporting delivery and preparation; • Participation in selection and implementation of investment softwares; • Assessment of integrity & compliance of pipeline;