04— PRIVATE EQUITY &
VENTURE CAPITAL

Manage the fund + deploy a platform team.

BACK OFFICE

AP + AR
Audit Support
Financial Reporting
Multiple Currencies
Tax Filing

Operations

Benefits + Payroll
HR + Employment Policies
Internal Systems
Recruiting
Standard Operating Procedures

Start-up platform team

Accounting + Finance + Ops
Financial Modeling
KPI Dashboards
Investor-Ready Reporting
Mentorship + Office Hours

Corporate

Agreements
Compliance Calendar
Governance
Insurance
SEC Regulation

limited partners

Investor Relations
Periodic Reporting
Policy Notices
Structure
Tax Compliance

Portfolio

Due Diligence
Fund Analysis
M&A Support
Market Analysis
Returns Analysis
OTHER VERTICALS
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