The Signs Your Fund’s Back Office Has Outgrown Its Systems
Not all managers grow and scale the same way or at the same time. There is no magic AUM number at which a private equity or venture capital firm suddenly outgrows its technology stack. A $200 million manager can have a highly scalable back office, while a $1 billion firm may still be running processes […]
The Emerging Manager’s Guide to Fund Operations: Fund Accounting, LP Reporting, Compliance, and More
A practitioner’s guide to the operational questions every GP asks Table of Contents Introduction Emerging managers face difficult operational trade-offs early in a fund’s life: invest in professional back-office infrastructure before the AUM exists to justify it, or rely on spreadsheets and ad-hoc processes that may work initially but become harder to manage as the […]
Switching Fund Ops Systems: What a Well-Run Migration Actually Looks Like
Ask a GP who has been weighing a move off their current fund accounting and LP reporting platform what’s been holding them back, and migration friction almost always comes up. The concerns are familiar: six-month+ implementations, parallel systems running through multiple quarter-ends, botched historical data loads, and professional services invoices that run into six figures. […]
Spring Cleaning: The Hidden Costs of Messy Data for PE & VC
Poor data management in private capital markets introduces hidden risks and drives up costs. For back office and investment teams, it leads to inaccurate reporting, misinformed decisions, strained investor relationships, and burdensome compliance workflows. In this engaging session, we unpack these often-overlooked consequences—and the operational drag that results from outdated or disorganized data systems. Watch […]
