Fund Highlights in 2021
We’re fortunate to be working with a great group of partners from coast to coast and providing support to a number of others as they launch and build their funds…
The 7 Fund CFO Priorities
Companies hire a Strategic CFO to drive value. Where’s yours? This is a question we’ve been asking a lot lately! Most funds we work with advise the companies they invest…
The 23-Point Checklist
We’ve been hearing from a lot of people launching funds that they need a list to help them prioritize their time, build the right processes, and make more informed decisions. Most firms we…
VC Funds: The 7 Core Finance Files You Must Have
Setting up the right processes and structures early can prevent future challenges with things like financial reporting, financial forecasting, audit, and tax. While we love technology and software solutions (and…
SPV Need for Speed
We’re seeing things move faster than ever in today’s market. One topic that is coming up daily with the funds and investors we work with are SPVs. SPV’s (special purpose…
Modern Technology Stack & Services Guide for Venture Capital Funds
Fund managers find themselves managing multiple tech platforms and service providers starting as early as fund launch. That's in addition to their primary responsibilities of making investments and raising capital.…
Modern CFO & Back Office Strategy Guide
We often have conversations with investors that have recently founded or are considering founding their own investment fund. Successful fund managers are typically elite at sourcing and investing in great…