The Latest Insights
Fund Administration is full of administrative checkboxes, and strategic planning. Read the latest insights on tools and best practices for fund administration, industry trends, and advisory services.
How to Structure Your Back Office as an Emerging Fund Manager
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Do you want a quarterback,...
What Does Your Management Company Budget Look Like Five Years from Now?
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Emerging managers...
10 Questions Every Emerging Manager Should Ask Before Hiring a Fund Administrator
By Eric Schultz, Founder & Managing Member, Reliant Fund Services In a recent...
10 Questions for Emerging Managers to Ask Before Hiring an Outsourced CFO
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Emerging managers...
Why a Partner-Led Model Makes Sense for Emerging Managers
By Eric Schultz, Founder & Managing Member, Reliant Fund Services In a recent LinkedIn...
When Private Equity Starts Acting Like a Hedge Fund
Private fund structures are becoming increasingly complex. Managers are experimenting with hybrid...
A Letter to Emerging Managers
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Over the past decade, fund...
Practical Approaches to Allocating Carry: Key Options and Pitfalls Every Manager Should Understand
Carry is one of the most powerful tools a private fund manager has to attract talent, align incentives, and reward performance. Yet many managers struggle to design an allocation framework that is fair, motivating, and operationally workable. When carried interest plans are well structured, they promote alignment and reduce the risk of disputes. When they are not, they generate confusion, administrative headaches, and unintended tax consequences.
Below is a practical guide to the considerations every private fund manager should evaluate when designing a carry allocation plan.
Why Every Private Equity Management Company Needs a Budget Before the New Year
As the year winds down, most GPs are scrambling to close deals, prep for audits, and survive...
Five Ways Fund Administrators Strengthen GP Credibility During Operational Due Diligence
In today’s market, investors are more selective than ever. Operational due diligence (ODD) has become a core part of the investment decision-making process, especially as regulatory scrutiny and investor expectations continue to rise. For general partners, the quality of their back-office operations can be just as important as their track record.
Want to Raise Capital? Show Your Shadow Accounting Model.
Raising private capital today looks very different than it did 25 years ago. In the early 2000s, a...
Is Your Fund Administrator Driving Growth or Holding You Back?
Four Reasons a Proactive Fund Administrator Lets You Focus on What Matters In today’s fast-paced...
How AI Technology Streamlines Fund Administrator Transitions
Whether an emerging manager or an established firm, the thought of finding a new fund...
A Fund Administrator’s Perspective on the New SEC Guidance on Rule 506(c) Verification
The SEC recently released new guidance that eases the burden surrounding the accredited investor...
In-House CFO vs. Outsourced CFO: The Smart First Step for Emerging Managers
If you’re launching or growing your first fund, you’re juggling more than just investments....
Is Your Fund Administrator Driving Growth or Holding You Back?
Four Reasons a Proactive Fund Administrator Lets You Focus on What Matters In today’s fast-paced...
Choosing a Fund Administrator: Why Personalized Beats Big
The right fund administrator does more than just check the boxes. They give you back your time. Time to focus on your investors, strategy, and overall growth.
So, how do you go about choosing a fund administrator? The search can feel daunting, but you’re not alone. Many fund managers assume bigger means better. But that’s not always the case. While larger fund administration firms may offer name recognition, emerging managers often need flexibility and personalized attention while keeping their costs reasonable.
The Role of Fund Administrators: Q&A with Reliant Fund Services’ Eric Schultz
Navigating the complexities of private fund operations requires more than just back-office support—it demands a strategic partner. In this...
How Reliant Fund Services Prevents Fraud for Our Clients (And How You Can Too)
Hackers are getting more sophisticated, so it’s essential to stay vigilant when protecting your data. Here’s how Reliant Fund Services is working to prevent fraud, along with some tips you can take to stay safe online.
What’s Important in a Fund Administration Team?
At Reliant Fund Services, we’re constantly seeking new ways to keep our clients happy. So, we asked them what they want to see in a fund administration team. Here are the top three responses we heard.
How to Structure Your Back Office as an Emerging Fund Manager
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Do you want a quarterback,...
What Does Your Management Company Budget Look Like Five Years from Now?
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Emerging managers...
10 Questions Every Emerging Manager Should Ask Before Hiring a Fund Administrator
By Eric Schultz, Founder & Managing Member, Reliant Fund Services In a recent...
10 Questions for Emerging Managers to Ask Before Hiring an Outsourced CFO
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Emerging managers...
Why a Partner-Led Model Makes Sense for Emerging Managers
By Eric Schultz, Founder & Managing Member, Reliant Fund Services In a recent LinkedIn...
When Private Equity Starts Acting Like a Hedge Fund
Private fund structures are becoming increasingly complex. Managers are experimenting with hybrid...
A Letter to Emerging Managers
By Eric Schultz, Founder & Managing Member, Reliant Fund Services Over the past decade, fund...
Practical Approaches to Allocating Carry: Key Options and Pitfalls Every Manager Should Understand
Carry is one of the most powerful tools a private fund manager has to attract talent, align incentives, and reward performance. Yet many managers struggle to design an allocation framework that is fair, motivating, and operationally workable. When carried interest plans are well structured, they promote alignment and reduce the risk of disputes. When they are not, they generate confusion, administrative headaches, and unintended tax consequences.
Below is a practical guide to the considerations every private fund manager should evaluate when designing a carry allocation plan.
Why Every Private Equity Management Company Needs a Budget Before the New Year
As the year winds down, most GPs are scrambling to close deals, prep for audits, and survive...
How AI Technology Streamlines Fund Administrator Transitions
Whether an emerging manager or an established firm, the thought of finding a new fund...
In-House CFO vs. Outsourced CFO: The Smart First Step for Emerging Managers
If you’re launching or growing your first fund, you’re juggling more than just investments....
Five Ways Fund Administrators Strengthen GP Credibility During Operational Due Diligence
In today’s market, investors are more selective than ever. Operational due diligence (ODD) has become a core part of the investment decision-making process, especially as regulatory scrutiny and investor expectations continue to rise. For general partners, the quality of their back-office operations can be just as important as their track record.
Choosing a Fund Administrator: Why Personalized Beats Big
The right fund administrator does more than just check the boxes. They give you back your time. Time to focus on your investors, strategy, and overall growth.
So, how do you go about choosing a fund administrator? The search can feel daunting, but you’re not alone. Many fund managers assume bigger means better. But that’s not always the case. While larger fund administration firms may offer name recognition, emerging managers often need flexibility and personalized attention while keeping their costs reasonable.
The Role of Fund Administrators: Q&A with Reliant Fund Services’ Eric Schultz
Navigating the complexities of private fund operations requires more than just back-office...
Is Your Fund Administrator Driving Growth or Holding You Back?
Four Reasons a Proactive Fund Administrator Lets You Focus on What Matters In today’s fast-paced...
Choosing a Fund Administrator: Why Personalized Beats Big
The right fund administrator does more than just check the boxes. They give you back your time. Time to focus on your investors, strategy, and overall growth.
So, how do you go about choosing a fund administrator? The search can feel daunting, but you’re not alone. Many fund managers assume bigger means better. But that’s not always the case. While larger fund administration firms may offer name recognition, emerging managers often need flexibility and personalized attention while keeping their costs reasonable.
The Importance of Employee Wellness in the Workplace
More workers than ever are feeling stressed at the office. At Reliant, employee wellness is a crucial part of our culture, which is evident in the many benefits we offer. (PS. If you’re looking for a new opportunity, Reliant might be the place for you!)