When you need a strong CFO, but hiring one isn’t the right choice for you at this time.

Top-quality service and experience.

We deliver an institutional-level back office, both experienced personnel and technology, at a fraction of the cost of building it in-house. Whether your objective is a more independent back office, reduced technology cost, or an optimized headcount, having an outsourced CFO can help you achieve your goal and increase your bottom line.

Plug-in ready infrastructure

Using our outsourced CFO functions, you get the instant benefit of our knowledge of industry know-how, experience, cutting edge technology, redundancy, and internal controls. All without increased spending of time and money. Let us help.

NAV Replication

An industry best practice, we'll maintain our own trade processing & reconciliations and shadow NAV. Your administrator's NAV will be reviewed and reconciled with ours to identify and resolve any discrepancies.

Daily Operation

We perform daily trade, portfolio, and cash reconciliations, organizational activities, bank wires, Fund's invoice payments and any other daily operational tasks.

Vendor Mgmt

We can manage your vendors, from audit to legal to compliance. Let our management experience help you stay focused and streamline your operations by eliminating distractions.

Investor Relations

Timely and accurate communication is key to healthy investor relations. We will help you maintain clear two-way communications between you and your investors.

Reduce your costs

Hiring in-house staff, you’ll need to cover everything from office space, computer hardware and software, employee benefits, employer taxes, bonuses, etc. By outsourcing, you can simply take advantage of our services that include all those costs. All the expertise, technology, and infrastructure you’ll need at a fraction of the overhead. It’s a no-brainer.

Experienced CFO


Our team is highly qualified and experienced in the alternative investment industry. Our principal bring 25 plus years of experience. For more detail, please see Our Story in the home page.  

Capital Allocation


Hire people where you need the most help. Typically, our clients who use our CFO solutions need to focus on marketing functions to help raise capital. We've got your back office covered, so you can now focus on growing your assets.

Cost Effective


Whether it's technology cost, recruiting cost, salary, benefits, employer taxes, increase in office space, all is included in our service with fraction of cost will take to hire a CFO.

Comprehensive infrasture


Not only we take care of your funds' operations, we'll also take care of your management company accounting and finance.

Balancing HR


If your fund is going through a headcount reduction or you're working to maintain an efficient HR level, our service could be a great fit.

Matured Funds


If you are running a matured fund that is taking very little capital in from outside, we are a great solution to fix your overhead expenses.

Emerging Funds


If you are starting your fund and need help with setting up your back office until you generate enough revenue to cover in-house staff, we are the solution for you.



Perfect for SMA accounts, we provide monthly/quarterly reports that are meaningful for your clients. We also independently handle all your fee calculations.

You need the help, not the headcount.

When you need the full services of a qualified and experienced CFO without all the overhead, we can help.


800-NAV-8272 (800-628-8272)


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