Luxembourg 2330
Luxembourg
Squale Capital
Overview of the squale CAPITAL Project
Business sector | Finance/Insurance - Investment fund management |
Installed solution | |
Number of employees | 1 - 10 employees |
Number of licenses | 2 |
Year of integration | 2025 |
ERP Integrator | CAPTIVEA Luxembourg, Europe - Odoo Partner |
| Odoo Link | Squale Capital |
WHO IS Squale Capital?
Squale Capital is a Management Company (ManCo) based in Luxembourg, specializing in investment fund management. It currently supports around 30 companies and funds, providing services for the structuring and implementation of investment funds tailored to its clients’ needs. With its expertise, ASTATE delivers professional and personalized management, while ensuring regulatory compliance and fund optimization for its investors.
THEIR NEEDS
Squale Capital chose Captivea to benefit from tailored expertise and adapt Odoo to its specific investment fund management processes. With Captivea’s support, the standard package was transformed into a customized solution, perfectly aligned with the company’s complex needs.
THE PROPOSED SOLUTION
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
Odoo installed modules
Invoicing
Documents
Sign
Benefits & Returns on investment
Time saving
- Instant financial reporting
- Simplified payment management
- Centralized organization of documents
- Automation of electronic signatures for quick validation
Productivity gain
- Optimized electronic signature process
- Collaborative file sharing within the team
- Invoice standardization
- Customizing the metrics
Increase in sales
- Reduction of administrative errors
- Better cash flow management
- Quick access to KPIs for constant performance monitoring
- Customization of invoicing offers