Industry
Intragreat Consulting helps hedge funds and investment managers maintain tight identity, device, and email controls that align with investor expectations and SEC cybersecurity guidance — scaled for funds without internal IT staff.
Common Challenges
Practical Outcomes
How We Help
A sub-billion-dollar fund typically runs with a handful of investment professionals, an operations lead wearing several hats, and a technology stack assembled deal by deal: Microsoft 365, a portfolio management system, research subscriptions, a prime broker portal, and a fund administrator. Security responsibility is diffuse, which in practice means it belongs to no one — until an examiner, allocator, or insurer asks who owns it.
We act as that owner. Our engagements give funds a single accountable party for identity and access controls, device management, email security, and vendor access review — with the configuration work done in your tenant, not described in a binder. For funds with a compliance consultant, we work alongside them: they own the policy; we make the technical reality match it.
SEC examination sweeps and enforcement actions in the investment management space have repeatedly focused on a short list of failures: multi-factor authentication not universally enforced, departed employees with live credentials, vendor access never reviewed, and incidents the firm could not detect or reconstruct. Allocator operational due diligence probes the same ground, usually in more detail.
We configure and maintain the controls on that list, and we keep the evidence current: access reviews with dates and outcomes, device compliance reporting from Intune, email security enforcement records, and a tested account compromise response procedure. When the request for documentation arrives — from an examiner, an allocator, or an insurer — the material already exists.
Relevant Services
We keep claims modest and practical: better controls, clearer documentation, and security practices that can support audits and reviews.
Microsoft 365 security consulting for small businesses, including MFA, Conditional Access, Entra ID, admin hardening, email security, sharing controls, and tenant review.
Microsoft Intune endpoint management consulting for Windows and Mac devices, security baselines, compliance policies, onboarding, patching, and endpoint visibility.
Practical cybersecurity reviews for small businesses, including Microsoft 365, identity, email security, endpoint management, backups, user lifecycle, and vendor access.
Service Areas
FAQ
No. Compliance consultants typically own policies, regulatory filings, and examination preparation. We own the technical layer those policies describe: enforcing MFA and Conditional Access, managing devices, securing email, and producing the access and configuration evidence your consultant references. The two roles are complementary.
Unmanaged personal devices accessing fund systems are one of the most common findings in due diligence and one of the most fixable. Options range from enrolling devices in Intune with privacy boundaries for personal use, to restricting sensitive access to managed devices only. We help funds pick the model that fits their culture and enforce it technically rather than by policy alone.
We support the technical side: producing access reviews, device compliance reports, email security configuration evidence, and remediation of any gaps identified. We do not provide legal or regulatory advice, and we are careful to keep that boundary clear — your counsel and compliance consultant lead the response; we supply the verifiable technical record behind it.