FOCUS ON INVESTING.
WE DO THE REST.
Fractional Services for Fund Management
IN THE BUSINESS OF RUNNING YOUR BUSINESS
Our mission at Panchee Advisory is to provide best-in-class solutions that enable Fund Managers and GPs to focus on their core competency—portfolio management and investment selection.
Fundraising / Logistics Support
Conferences / Sponsorships
Establish cybersecurity policies and procedures in accordance with SEC guidelines
Ensure sensitive data is encrypted
Maintain SEC cyber logs and track incidents
Routine updates to system enhancements
Perform detailed data security testing and facilitate data security adherence
Conduct comprehensive mock audits of IT architecture
Investor Communications / Inquiries
Subscriptions / Redemptions
Reporting / Newsletters
Events / Webinars / Meetings
Coordinate third party outsourced vendors - Legal / IT / Compliance / Vendor Procurement - Research, Implementation
General Admin / Filing / Executive Support
Policies / Procedures
Onboarding / Offboarding
Beyond investment selection, the operational challenges of scaling investment businesses are both complex and resource intensive. To implement and manage the required infrastructure necessary to supporting firm expansion strategies, the industry has increasingly turned to third party solutions to facilitate capital raising, IT, marketing, compliance, accounting and legal functions. Increasingly, many of these businesses are also appreciating the merits of outsourcing operations to manage and coordinate third party processes. For Private Equity and Hedge Fund managers, operational oversight is critical.
THE PANCHEE ADVANTAGE
Highly skilled in fund support solutions.
Deep experience from large financial institutions.
Combined industry experience of more than 80 years.
Best-in-class “Chief of Staff” services.
Laser-focused coordination of functional areas.
Efficient and effective project management.
Cost effective bespoke offerings.
Scalable with growing areas.
Flexible—Customized for one-off need or fully integrated solutions across multiple business functions.
Panchee Advisory is a woman-owned business that employs a group of qualified and highly skilled professionals who offer more than 80 years of combined experience from financial institutions such as Citigroup, JP Morgan Chase, Morgan Stanley, Lazard, Neuberger Berman, PricewaterhouseCoopers, and Arthur Andersen.
We take great pride in what we do, and are dedicated to providing exceptional service to our clients as we help turn their current challenges into future opportunities.
We are always looking for talent. Please contact us to learn how we can work together.
Panchee Advisory, LLC
200 Business Park Drive, Suite 105
Armonk, NY 10504
For any general inquiries, please fill in the following contact form:
INSIGHTS & PRESS
Nida discusses the Growth of Outsourced Services in the Private Fund Space with Terrance O'Malley from TJO Management.
Panchee Advisory Leads the Way in
Helping Local Moms Re-Enter Finance
The bar for workplace quality rises as perspicacious companies like Panchee Advisory cultivate the untapped talent of working mothers.