Sep 9, 2025 | Fund Administration 101
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...
Aug 25, 2025 | Fund Administration 101
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....
Jul 31, 2025 | Fund Administration 101
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...
May 6, 2025 | Fund Administration 101
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....
Apr 30, 2025 | Fund Administration 101
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...
Mar 10, 2025 | Fund Administration 101
Navigating the complexities of private fund operations requires more than just back-office support—it demands a strategic partner. In this exclusive Q&A with Connect Money’s Joe Palmisano, Eric Schultz, Managing Member at Reliant Fund Services, shares his insights...
