OPERATIONS

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.

OVERSEE TASKS ASSOCIATED WITH RUNNING A FUND

  • Develop operational efficiencies and streamline processes 

  • Manage outsourced vendors, including, Compliance, Accounting, Legal, and  IT

  • Plan, coordinate, and execute investor events and Board meetings

  • Vendor procurement, research and implementation 

  • Research, recommend and implement technological systems

    • Examples: CRM System implementation, automation of processes for investor reporting, document management systems, and email marketing systems