Our Clients

Funds, specifically venture capital, growth, private equity, and hedge funds, as well as bespoke investment vehicles and family offices

Fund Launch

Guide investment fund managers through all aspects of launching a fund, as detailed in our Fund Launch Series
Own and implement key components from our 23-Point Checklist for Fund Launch
Build customized templates for the 7 Core Finance Files as applicable to your fund’s strategy
Implement proprietary technology, processes, models, and analytics to drive value (measured in dollars and time)

Fund Support

Work with investment fund managers to provide ongoing support and ownership of all things finance
Weekly updates and progress reports to drive action and outcomes
Own and implement key components from our 23-Point Checklist for Fund Launch as you transition from Fund Launch to Fund Support
Build, maintain, and optimize customized templates for the 7 Core Finance Files to drive strategic value and insights
Optimize firm efficiency with a Modern Technology Stack & Services

Implement proprietary technology, processes, models, and analytics to drive value (measured in dollars and time)

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