ALTERNATIVE
INVESTMENTS
Streamline operations with comprehensive middle- and back-office services.
The alternative investment sector offers diverse portfolios beyond traditional assets, requiring firms to handle distinct operational challenges. Firms seek a service provider that fosters a collaborative partnership to streamline back and middle office operations, focusing on strategic investment management and enhancing investor value.
Such a provider must deliver scalable financial solutions, HR expertise, and robust governance practices to sustain firm growth and investor trust. By equipping firms with the necessary tools for complex investments, these providers ensure seamless operations and the continued success of alternative investment portfolios.
Featured Clients
Streamlining operations in alternative investment firms with expert back- and middle-office services
E78 streamlines operations for alternative investment firms by providing comprehensive back- and middle-office services. Supporting over 170 private fund managers, our team offers expert services and established financial systems, allowing managers to focus on core business strategies and gain clearer financial insights to achieve their long-term goals.
Hedge Funds
Hedge Funds are characterized by their competitive drive to deliver high returns through diverse and often complex trading strategies. Firms within this space confront a series of challenges that include real-time trade accuracy and swift reconciliation. E78’s seasoned team effectively outsources complex hedge fund operations and assumes daily tasks like trade recording, reconciliation, regulatory and compliance and shadow accounting, integrating seamlessly within clients’ systems for precise, tailored service.
Private Equity
Private Equity thrives on adept data handling and regulatory compliance, areas where E78 excels with outsourced services and a powerful data monitoring platform. We provide global regulatory compliance support and create vital fund policies to mitigate risks. Our comprehensive administration services meet complex private equity needs, ensuring managers meet and exceed investor expectations with advanced compliance, allocations, and reporting.
REITs
Real Estate Investment Trusts (REITs) operate in a unique sector that blends property management with investment strategies, facing challenges like asset valuation, compliance with specific tax regulations, and managing rent collection and property expenses. E78 offers specialized support tailored to REITs’ needs, providing services that streamline operations, enhance financial reporting and navigate the complexities of REIT regulations. With E78’s expertise, REITs can optimize their portfolio performance, ensuring transparency and efficiency for investors.
Venture Capital
Venture Capital (VC) firms operate in a highly dynamic environment, focusing on high-growth potential startups and innovative technologies. These firms face challenges in deal sourcing, due diligence, portfolio management, and navigating complex regulatory landscapes. E78 offers targeted support to VC firms, providing operational excellence, robust due diligence frameworks and regulatory guidance. With E78’s in-depth industry expertise, VC firms can manage investments more effectively, ensuring strategic growth and investor confidence.
Family Offices
Family Offices manage multifaceted portfolios, often encompassing a broad array of assets that require personalized investment strategies and discretion. They confront unique challenges such as generational wealth transfer, customized reporting, and maintaining privacy while ensuring compliance and efficiency. E78 Partners aids Family Offices with tailored services that streamline operations, enhance asset management and secure compliance, all while upholding the privacy and specific intentions of the families they serve. Our expert solutions support these offices in stewarding family wealth to achieve enduring prosperity and security.
COMMON CHALLENGES
What challenges are you trying to solve?
Experience the Power of E in your organization.
Reach out to E78 today
We anticipate needs before they arise.
Drawing on our deep PE and C-level operational knowledge and extensive Big Four experience, our team is consistently on the offensive, thinking proactively and tackling issues head on.
We leverage leading technology to drive insight.
High-quality data, along wit the capability to interpret and act upon it effectively, is critical to the success of leading organizations. We are experts in illustrating the transformative potential of technology and data, equipping your team to leverage these insights for decision-making both now and in the future.
We’ve been in your shoes.
Our ability to provide you with the best service possible stems from our team’s years of industry leadership. With former C-suite executives, private equity leaders and Big Four alumni, we provide you with world-class experts who understand the challenges alternative investment leaders face in order to deliver on our promise of outstanding outcomes.