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