Fund Advisory Support Services

Unlock the full potential of your organization with our comprehensive advisory support services.

Meet the Leader

Howard Nurtman

Senior Director, Compliance Services

Howard Nurtman

Linkedin
Fund Solutions - Senior Director, Compliance Services
C-Suite Executive Management, Controller & Support Services, Fund Launch Formation, Regulatory & Compliance Services, Advisory Support Services, ESG Services, Fund Admin & Accounting, Investor Services & Reporting, Finance Services, Portfolio Monitoring
Learn More

Guiding your firm in strategic decision-making, risk management, and compliance best practices.

Our Approach

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.

Pe

People

People

Our dedicated team of experts brings invaluable knowledge and expertise, providing guidance in all aspects of your fund.

Pr

Process

Process

Our well-defined and efficient process ensures that our Advisory Support services deliver comprehensive guidance to organizations.

Te

technology

Technology

We leverage advanced technologies and provide organizations with guidance on strategic decision-making, by using data-driven insights for informed decision-making.

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.

Ready to receive comprehensive guidance for all aspects of your organization?

We purposely designed our solutions as a key element to your success.

For more than three years, E78 has consistently delivered as our fund administration partner . . . their high-touch approach to service is a true differentiator.

Meet Our Fund Advisory Team of Experts

Our team of experts has worked with hundreds of firms solving their most complex needs

Vince Calcagno
Executive Managing Director
Meet Vince
Executive Managing Director
Fund Solutions
See Bio

Vince Calcagno

Linkedin
Fund Solutions - Executive Managing Director
Vincent leads our Fund Solutions group and specializes in C-Suite strategic, operational, financial, accounting, tax and compliance consulting for the alternative investments industry, and the investment professionals and family offices who invest in and sponsor private fund products.
Learn More
Nick Castoria
Executive Managing Director
Meet Nick
Executive Managing Director
Fund Solutions
See Bio

Nick Castoria

Linkedin
Fund Solutions - Executive Managing Director
Nick is a highly accomplished Managing Director of Fund Solutions at E78 Partners, with a proven track record of success in the investment industry. He joined E78 through the acquisition of Agile Fund Solutions LLC, where he was the Founder and COO.
Learn More
Howard Nurtman
Senior Director, Compliance Services
Meet Howard
Senior Director, Compliance Services
Fund Solutions
See Bio

Howard Nurtman

Linkedin
Fund Solutions - Senior Director, Compliance Services
C-Suite Executive Management, Controller & Support Services, Fund Launch Formation, Regulatory & Compliance Services, Advisory Support Services, ESG Services, Fund Admin & Accounting, Investor Services & Reporting, Finance Services, Portfolio Monitoring
Learn More
Paul Fitzpatrick
Senior Director, FAOps
Meet Paul
Senior Director, FAOps
See Bio

Paul Fitzpatrick

Linkedin
- Senior Director, FAOps
Learn More

Explore Our Other Services

Fund Solutions

Download: CFO Services for Private Equity Funds and their Portfolio Companies

The right people, processes, and systems that make up your fund solution are critical elements to help ensure success. Download this whitepaper to learn more.

“We are excited to share that we have acquired Global PMI Partners’ US division.” Read the full announcement here