Whether an emerging manager or an established firm, the thought of finding a new fund administrator can be daunting. Fears that switching providers will consume valuable time and resources or result in costly mistakes often overshadow the long-term benefits. However,...
If you’re launching or growing your first fund, you’re juggling more than just investments. Investor expectations are higher, compliance is more complex, and operational missteps can slow your momentum, or worse, damage credibility. One of the biggest financial...
Raising private capital today looks very different than it did 25 years ago. In the early 2000s, a manager with a strong track record and a good reputation could attract capital with a lean back office, sometimes just a single accountant working off spreadsheets....
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...
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....
The SEC recently released new guidance that eases the burden surrounding the accredited investor verification requirements under Rule 506(c) of Regulation D. The guidance was provided through a no-action letter on March 12th, 2025, and gives clarity on the steps...
