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FOCUS ON INVESTING.

WE DO THE REST.

Fractional Services for Fund Management

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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

MARKETING

  • Brand Identification

  • Fundraising / Logistics Support

  • Conferences / Sponsorships

  • Collateral

  • Digital Assets

  • Databases

  • RFPs

  • 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

  • Payables / Receivables 

  • Expense Reporting /

  • Consolidation 

  • Forecasting / Budgeting

  • Variance  Analysis

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

INVESTOR RELATIONS

  • Investor Communications / Inquiries 

  • Subscriptions / Redemptions

  • Capital Calls

  • Distributions 

  • Reporting  / Newsletters

  • Events / Webinars / Meetings

OPERATIONS

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

  • General Admin / Filing / Executive Support

HUMAN RESOURCES

  • 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.

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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, 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.

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NIDA PANCHEE

FOUNDER

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HAYLEY DIVITA

OPERATIONS

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LOUIS MELLET

MANAGING DIRECTOR

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ALISON BERNSTEIN

MARKETING &
INVESTOR RELATIONS

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KARINA KALI

OPERATIONS

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SANDRA NOBLE

MARKETING &
INVESTOR RELATIONS

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JANET CORTAZZI

HUMAN RESOURCES

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JULIE LOWRY

MARKETING &
INVESTOR RELATIONS

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DENISE STOGSDILL

ACCOUNTING 

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ANNETTE WEIL

 OPERATIONS

OPEN OPPORTUNITES

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

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contact_us

CONTACT US

Panchee Advisory, LLC

200 Business Park Drive, Suite 105

Armonk, NY 10504

Email: inquiries@pancheeadvisory.com
Tel:  212.500.1230

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

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INSIGHTS & PRESS

NEWS

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Panchee Advisory Adds New Team Members as Demand for Fractional Services Grows

To increase the depth and breadth of the Panchee Advisory capability set, the company recently added two members to their team.

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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.

PODCASTS

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

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