Fund Advisory Support Services
Unlock the full potential of your organization with our comprehensive advisory support services.
Guiding your firm in strategic decision-making, risk management, and compliance best practices.
Our services assist your organization in making strategic decisions, managing risks, ensuring compliance with applicable regulations, and optimizing operational aspects of your investment activities, with a focus on best practices and regulatory requirements.
Fund Advisory Support Service Offerings
Advisory Support Services
Our advisory support services provide guidance to your organization on strategic decision-making, risk management, and compliance best practices. This includes advising on fund structuring, investment strategies, due diligence on potential investments, valuation, and other operational aspects. Our services include:
- Strategic Decision-Making: Providing guidance and advice to your organization on strategic decision-making, including assessing potential investment opportunities, evaluating different fund structuring options, advising on overall investment strategies, and scaling your business.
- Risk Management: Assisting your organization in identifying, assessing, and managing risks associated with investment activities, including developing risk management frameworks, conducting risk assessments, and providing recommendations on risk mitigation strategies.
- Compliance: Offering guidance on compliance best practices, including developing and implementing policies and procedures to ensure compliance with applicable laws, regulations, and industry standards, as well as monitoring and reporting on compliance-related activities.
- Fund Structuring: Advising on fund structuring options, including assessing the most suitable legal and regulatory structures for your investment funds based on your specific requirements and objectives, and providing recommendations on optimal fund structuring strategies.
- Due Diligence: Conducting due diligence on potential investment opportunities, including assessing investment risks, reviewing financial statements and other relevant documentation, and providing recommendations on investment decisions.
- Valuation: Advising on valuation methodologies and best practices for assessing the value of investments, including conducting valuation analyses, reviewing valuation reports, and providing recommendations on valuation approaches.
- Operational Support: Providing assistance with operational aspects of investment management, including regulatory filings, examinations, and audits, as well as responding to regulatory inquiries or investigations. This may include preparing and submitting regulatory filings, coordinating and supporting regulatory examinations or audits, and providing guidance on responding to regulatory inquiries or investigations.
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Meet Our Fund Advisory Team of Experts
Our team of experts has worked with hundreds of firms solving their most complex needs
Explore Our Other Services
Outsourced Fund Services
We provide outsourced C-Suite partners to PE, VC, and Real Estate firms. Our seasoned executives lead portfolio reporting, fund accounting, operations, and compliance, while overseeing fund administration, investor services, coordination with external vendors, and more.
We will help you build your regulatory policies and procedures from the ground up, and then provide on-site inspections, education and training for staff, as well as reviewing marketing materials and completing all necessary forms.
We set up, maintain and review your business’s fund accounting, financial operational and investor reporting, and develop, maintain and update valuation policies and procedures.
We provide professional tax consulting, tax return preparation, and comprehensive assistance with business formations including entity selection and IRS audits.