
PRIVATE FUND
SERVICES
Our mission at Panchee Advisory Private Fund Services is to provide best-in-class solutions that enable Fund Managers and GPs to focus on their core competency—portfolio management and investment selection.

SERVICE AREAS


MARKETING
-
Brand Identification
-
Fundraising / Logistics Support
-
Conferences / Sponsorships
-
Collateral
-
Digital Assets
-
Databases
-
RFPs

INVESTOR RELATIONS
-
Investor Communications / Inquiries
-
Subscriptions / Redemptions
-
Capital Calls
-
Distributions
-
Reporting / Newsletters
-
Events / Webinars / Meetings

BOOKEEPING / ADMINISTRATION
-
Payables / Receivables
-
Expense Reporting
-
Consolidation
-
Forecasting / Budgeting
-
Variance Analysis
-
Liaise with Auditors / Fund Accountants / Tax Professionals / Fund Admin
-
Coordinate third party outsourced vendors - Legal / IT / Compliance / Vendor Procurement - Research, Implementation
-
General Admin / Filing / Executive Support
-
Human resources
THE PANCHEE ADVANTAGE

OUR CAPABILITES
Best-in-class “Chief of Staff” services
Laser-focused coordination of functional areas
Efficient and effective project management

OUR SPECIALISTS
Highly skilled in fund support solutions
Deep experience from large financial institutions
Combined industry experience of more than 80 years

OUR APPROACH
Cost effective bespoke offerings
Scalable with growing areas
Flexible—Customized for one-off need or fully integrated solutions across multiple business functions