
FOCUS ON INVESTING.
WE DO THE REST.
Fractional Services for Fund Management
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.
MARKETING
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Brand Identification
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Fundraising / Logistics Support
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Conferences / Sponsorships
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Collateral
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Digital Assets
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Databases
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RFPs
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Establish cybersecurity policies and procedures in accordance with SEC guidelines
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Ensure sensitive data is encrypted
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Maintain SEC cyber logs and track incidents
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Routine updates to system enhancements
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Perform detailed data security testing and facilitate data security adherence
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Conduct comprehensive mock audits of IT architecture
INVESTOR RELATIONS
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Investor Communications / Inquiries
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Subscriptions / Redemptions
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Capital Calls
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Distributions
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Reporting / Newsletters
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Events / Webinars / Meetings
OPERATIONS
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Coordinate third party outsourced vendors - Legal / IT / Compliance / Vendor Procurement - Research, Implementation
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General Admin / Filing / Executive Support
HUMAN RESOURCES
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Recruitment
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Benefits
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Policies / Procedures
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Payroll
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Performance
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Management
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Coaching
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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
OUR APPROACH
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.
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 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.
NIDA PANCHEE
FOUNDER
HAYLEY DIVITA
OPERATIONS
LOUIS MELLET
MANAGING DIRECTOR
ALISON BERNSTEIN
MARKETING &
INVESTOR RELATIONS
KARINA KALI
OPERATIONS
SANDRA NOBLE
MARKETING &
INVESTOR RELATIONS
JANET CORTAZZI
HUMAN RESOURCES
JULIE LOWRY
MARKETING &
INVESTOR RELATIONS
DENISE STOGSDILL
ACCOUNTING
ANNETTE WEIL
OPERATIONS
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
For any general inquiries, please fill in the following contact form:
INSIGHTS & PRESS
PODCASTS
Nida discusses the Growth of Outsourced Services in the Private Fund Space with Terrance O'Malley from TJO Management.
NEWS
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.