The Thinking · Vektor by InvestPuppy
We may have named our company after a Puppy, but we try not to treat you like children.
You already know the problems we’re about to describe.
You’ve managed around them, worked with them, built workarounds for them. Some of them you’ve stopped noticing because they’ve been there long enough to feel permanent.
We were in the room. Sometimes as consultants. Sometimes embedded deeper than that. Always close enough to see the same pattern repeat across hundreds of teams.
What we kept seeing
Brilliant people. Serious mandates. A laptop open to a spreadsheet doing work it was never designed to do. Nobody said anything. Everyone knew.
The alternative was a Bloomberg Terminal at USD 32,000 a seat and a PORT add-on at USD 8,000 more — built for operations teams that boutique DPMs don’t have and can’t justify. The institutional tools existed. The institutional price tag came with them.
The thing that stayed with us longest: a portfolio manager who couldn’t show a client why their mandate held a position. Not because they didn’t know — they did. Because the decision trail lived in a spreadsheet that had been overwritten three saves ago.
Not a disaster. Just the slow friction of tools used past their limit.
At some point you stop watching and start writing things down. That’s where Unvarnished started — thirteen papers about what we saw, written before we built a single line of Vektor code. Not to criticise the industry. Because we believe a vendor that won’t name the problem honestly has no business claiming to solve it.
Our Better Way is what we did about it.
Neither series sells Vektor. They explain why it exists.
It’s probably the most honest thing on the site.
Unvarnished
What we saw. The specific failures and structural problems in institutional portfolio management — named before we built anything.
Read Unvarnished →Our Better Way
What we did about it. The architectural decisions, the engineering discipline, and the operational choices we made in response.
Read Our Better Way →