LŌ-GOI Group
Year:
2024
Service:
Workflow Automation, Risk management, Systems Implementation
Industry:
Real Estate
Size:
60 Employees
Client Website:
"One of the first things we did when we established LŌ-GOI was to ensure RULR was embedded into our deal flow processes. With multiple stakeholders involved in each transaction, RULR cuts approval times down to minutes instead of days and ensures nothing is forgotten along the way."
Aaron Murray - Chief Investment Officer, LŌ-GOI
How LŌ-GOI Built a $1B Fund with Investor-Grade Compliance from Day One
Introduction
When the founders of LŌ-GOI Group set out to build a real estate fund manager across Asia, they had a clear vision: create an institutional-grade operation from inception, not retrofit compliance and systems after growth exposes gaps.
With operations planned across five countries, each with distinct regulatory requirements, and ambitions to manage significant capital from day one, the LŌ-GOI team knew that manual approval processes and spreadsheet-based compliance tracking wouldn't scale—and more importantly, wouldn't inspire investor confidence in a newly launched fund.
Rather than starting with makeshift processes and fixing them later, LŌ-GOI embedded robust compliance infrastructure into their foundation, ensuring every deal would be executed with the rigor and transparency that institutional investors demand.
The Challenge
LŌ-GOI faced the unique challenge of building operational excellence from a standing start. Unlike established fund managers who can gradually modernize legacy processes, they needed to get everything right immediately.
Multi-jurisdictional complexity from launch. Operating across five Asian markets meant navigating five distinct regulatory frameworks, approval requirements, and compliance standards. Each jurisdiction has different rules around deal structures, documentation, approvals, and reporting. Managing this complexity manually—or with generic tools—would create immediate compliance risk and slow deal execution to a crawl.
Investor confidence as a new entrant. As a newly established fund manager, LŌ-GOI needed to demonstrate institutional-grade governance and compliance from their first transaction. Investors evaluating a new fund manager scrutinize operational infrastructure carefully. Manual processes, email-based approvals, and incomplete audit trails would raise red flags and make capital raising significantly harder.
Audit readiness without the luxury of time. Most fund managers implement proper compliance systems after their first audit exposes gaps. LŌ-GOI needed to be audit-ready from transaction one. They couldn't afford the six-week scramble to reconstruct approval trails that many firms face during their first audit cycle.
Multiple stakeholders, complex approvals. Real estate transactions involve numerous stakeholders—investment committee members, legal teams, compliance officers, regional managers, and external advisors. Coordinating approvals across multiple parties, time zones, and jurisdictions through email would create bottlenecks and increase the risk that critical approvals or compliance checks would be missed.
Scalability without technical debt. The team knew they would be processing significant deal volume quickly. Starting with manual processes would create technical debt that becomes exponentially harder to fix as transaction volume grows. They needed infrastructure that could handle 1,000+ deals annually from the start.
The fundamental challenge: build a fund manager with the operational maturity of an established institution, without the luxury of learning from mistakes over time.
The Solution
LŌ-GOI made a strategic decision before closing their first deal: implement RULR as the backbone of their deal flow and compliance processes. This wasn't a later optimization—it was foundational infrastructure.
Jurisdiction-specific approval workflows. We configured custom workflows for each of LŌ-GOI's five operating markets, encoding the specific regulatory requirements, approval hierarchies, and compliance checkpoints unique to each jurisdiction. When a deal is initiated, the system automatically applies the correct workflow based on location, ensuring compliance requirements are built into the process rather than checked afterwards.
Multi-stakeholder coordination built in. RULR orchestrates approvals across all transaction stakeholders—investment committee members, legal, compliance, regional teams, and external advisors. The platform automatically routes documents to the right approvers in the right sequence, tracks progress in real-time, and ensures no approval is missed. Stakeholders across different time zones can review and approve deals on their schedule without creating bottlenecks.
Complete audit trails from transaction one. Every action in the system—approvals, rejections, document versions, comments, compliance checklist completions—is automatically logged with timestamps and user details. From their very first deal, LŌ-GOI has had comprehensive, immutable records of how every transaction was approved and executed.
Embedded compliance checkpoints. Rather than treating compliance as a separate review step, RULR embeds compliance validation throughout the approval process. Investment mandate checks, regulatory requirements, and documentation standards are verified as deals progress, not after they're already executed.
Centralized visibility and control. With 60 people across five regional offices, LŌ-GOI needed centralized oversight without sacrificing regional autonomy. RULR provides headquarters with real-time visibility into every deal across all markets while allowing regional teams to execute efficiently within their approved parameters.
The implementation happened before LŌ-GOI closed their first transaction, ensuring that from day one, every deal followed institutional-grade processes.
By building compliance infrastructure into their foundation rather than bolting it on later, LŌ-GOI achieved what few newly launched fund managers can claim: institutional-grade operations from inception.
$1B AUM with institutional-grade governance. LŌ-GOI has grown to manage $1 billion in assets across 1.5 million square meters of gross lettable area—with every single transaction executed through robust, documented approval processes. Investors see an operation that runs with the maturity of a decades-old institution, not a startup.
1,000+ deals annually with zero compliance incidents. The team processes over 1,000 transactions per year across five jurisdictions without a single compliance incident. Custom workflows ensure jurisdiction-specific requirements are met automatically, and embedded compliance checkpoints catch issues before they become problems.
Approval times measured in minutes, not days. As the testimonial from LŌ-GOI states: "With multiple stakeholders involved in each transaction, RULR cuts approval times down to minutes instead of days and ensures nothing is forgotten along the way." Deals that would take days to coordinate through email now move through structured workflows in minutes, enabling faster execution and competitive advantage.
Audit-ready from day one. LŌ-GOI doesn't face the audit preparation panic that many firms experience. Complete digital records and audit trails mean they can generate comprehensive compliance reports instantly. They've built investor confidence by demonstrating transparency and control from their first transaction.
Competitive advantage in fundraising. When raising capital, LŌ-GOI's robust compliance infrastructure and transparent processes differentiate them from other emerging managers. Investors see systems and governance that typically take years to develop, reducing perceived operational risk and accelerating investment decisions.
Scalable foundation for continued growth. As LŌ-GOI continues expanding—adding markets, growing deal volume, and increasing AUM—their operational infrastructure scales effortlessly. They avoided the painful and expensive process of retrofitting systems after discovering manual processes can't support growth.
Regional efficiency with centralized control. The 60-person team across five regional offices operates efficiently within their markets while headquarters maintains complete visibility and control. Regional teams can execute deals quickly using pre-configured, compliant workflows without waiting for centralized approval of every detail.
LŌ-GOI proved that building the right infrastructure from the start isn't just about avoiding problems—it's a strategic advantage that accelerates growth, builds investor confidence, and establishes operational maturity that would otherwise take years to develop.
