FOCUS ON INVESTING.

WE DO THE REST.

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

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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.

MARKETING

INVESTOR RELATIONS

OPERATIONS

ACCOUNTING

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

LEARN MORE

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.

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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.

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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, 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.