NYC Skyline BW

FOCUS ON INVESTING.

WE DO THE REST.

Specialists in Fund Marketing, Investor Relations, Operations, Accounting, and Human Resources

 

 

ADVISORY AREAS

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. Whether a hedge fund or private equity, operational oversight is critical to scaling the business. 

HUMAN RESOURCES

  • Brand Identification

  • Fundraising / Logistics Support

  • Conferences / Sponsorships

  • Collateral

  • Digital Assets

  • Databases

  • RFPs

  • Investor Communications / Inquiries 

  • Subscriptions / Redemptions

  • Capital Calls

  • Distributions 

  • Reporting  / Newsletters

  • Events / Webinars / Meetings

  • Coordinate third party outsourced vendors  - Legal / IT / Compliance / Vendor Procurement -  Research, Implementation

  • General Admin / Filing / Executive Support

  • Payables / Receivables 

  • Expense Reporting /

  • Consolidation 

  • Forecasting / Budgeting

  • Variance  Analysis

  • Liaise with Auditors / Fund Accountants / Tax Professionals / Fund Admin

  • Recruitment

  • Benefits

  • Policies / Procedures

  • Payroll

  • Performance

  • Management

  • Coaching

  • 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

OUR SPECIALISTS

Highly skilled in fund support solutions.

Deep experience from large financial institutions.

Combined industry experience of more than 80 years.

OUR CAPABILITIES

Best-in-class “Chief of Staff” services.

Laser-focused coordination of functional areas.

Efficient and effective project management.

OUR APPROACH

Cost effective bespoke offerings.

Scalable with growing areas.

Flexible—Customized for one-off need or fully integrated solutions across multiple business functions.

 

OUR TEAM

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 CitigroupJP Morgan ChaseNeuberger BermanPricewaterhouseCoopers, 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.

nida-head.gif

NIDA PANCHEE

FOUNDER

Denise.jpg

DENISE STOGSDILL

ACCOUNTING COORDINATION

Julie 2.jpg

JULIE LOWRY

MARKETING DESIGN

Karina.jpg

KARINA KALI

CLIENT ADMINISTRATION

Annette.jpg

ANNETTE WEIL

RESEARCH & OPERATIONS

Janet.jpeg

JANET CORTAZZI

HUMAN RESOURCES

OPEN OPPORTUNITES

We are always looking for talent.  Please contact us to learn how we can work together.

 
 

CONTACT US

Panchee Advisory, LLC

200 Business Park Drive, Suite 105

Armonk, NY 10504

Email: inquiries@pancheeadvisory.com
Tel:  212.500.1230

  • LinkedIn
  • Facebook
  • Twitter
  • Instagram

For any general inquiries, please fill in the following contact form:

Thanks for Submitting!

INSIGHTS & PRESS

PODCASTS

Nida-Panchee-1 TJO.png

Nida discusses the Growth of Outsourced Services in the Private Fund Space with Terrance O'Malley from TJO Management.

NEWS

NEWSWIRE PA Moms in Finance Snapshot.JPG

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.