- Co-sourcing makes compliance easier
This fast-growing, easily executed model of outsourcing fund administration keeps data secure and handy for due diligence, reporting, and auditing. Safeguarding investors’ data is essential to meeting compliance obligations and reporting deadlines today, including proposed… - Lift-outs and co-sourcing help fund administrators thrive at scale
Unlock new levels of scalability and efficiency in fund administration by embracing lift-outs and co-sourcing—strategies that keep you in control while propelling your growth. The concept of “lifting out” high-performance fund administration teams has become… - The Private Capital Strategy Series Episode 16: How To Fix The Full Accounting Workflow At Your Firm
How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing… - The Private Capital Strategy Series Episode 15 – Two CFOs: The Realist’s Outsourcing Playbook
Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were… - When growth went exponential, this CFO turned to co-sourcing
In private capital, growing from $1 billion to $5.5 billion of AUM entails confronting operational challenges and thinking through strategies to scale your business. 4Pines Fund Services helped BV Investment Partners Managing Director Jonathan Holmes, who oversees his portfolio companies’ CFOs and COOs, develop successful strategies for scaling in pace with this growth. - Mark Toby Joins 4Pines Fund Services LLC
Executive to support 4Pines’ strategic growth and focused execution
STAMFORD, Conn., May 7, 2024 — 4Pines Fund Services announced today Mark Toby has joined as a Principal.
- The Private Capital Strategy Series Episode 14: How BV Investment Partners does operations
BV Investment Partners has made headlines, including closing 2023 with a continuation vehicle after already entering its fifth decade with its largest fund to date. We ask BV’s Jonathan Holmes how he deploys his more… - The Future of Fund Management: Why Top Firms Are Switching to Co-Sourcing
Driven by market conditions, co-sourcing solves the problems associated with outsourcing
Private capital firms are under increasing pressure today to outsource fund administration. But outsourcing has its downsides. Specifically, when GPs outsource, third-party fund administrators collect their data, generate reports, and cover other functions within the fund administrator’s software platform. This arrangement leaves GPs vulnerable to a host of risks.
- Market Conditions for Co-Sourcing: Navigating the New Era of Fund Management
Increasingly demanding investors, the accountant shortage, and cloud-based solutions that foster transparency and collaboration have made co-sourcing into the powerful next-generation solution for the many challenges facing private capital today. As the 4Pines Fund Services Definitive Guide to Co-Sourcing explains, co-sourcing offers faster, more efficient fund administration and seamless LP experiences while also mitigating the risks associated with traditional outsourcing and in-house back-office functions. - Five Reasons Why Co-sourcing Beats In-house and Ordinary Outsourced Fund Administration
Investors are demanding more from GPs. Regulatory scrutiny is reaching new heights. Accountants are in short supply. CFOs at firms with more than $1 billion in assets under management are demanding new tools to overcome these challenges. That’s why co-sourcing has emerged as the new, disruptive solution for private equity, venture capital, and other funds, as 4Pines Fund Services’ Definitive Guide to Co-Sourcing explains. - The smart money is choosing co-sourcing for fund services
Written by: Mike Trinkaus GPs that can keep control of their data while partnering with a top service provider will be best prepared for tougher economic conditions and compliance requirements, writes 4Pines Fund Services’ Michael… - The Private Capital Strategy Series Episode 13: Why co-sourcing is surging now
The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. Listen in as industry veterans Mike Trinkaus, CEO of 4Pines, and James DiCostanzo, Global Head of Growth… - PE firms look to co-sourcing for increased flexibility and control
With a greater regulatory burden and investor expectations for speedy data requests, PE firms are collaborating with admins to co-source operations. Read the original article here. - The Private Capital Strategy Series Episode 12: Outsourcing and co-sourcing for the unknown
What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-sourcing does and doesn’t fit in that framework. Listen… - The Private Capital Strategy Series Episode 11: New ways to connect with institutional investors
Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes? James Rulli of Old City Investment Partners brings to the table a refreshed playbook that delves… - It will take more than technology for private capital to make up for the accountant shortage
CFOs at private capital firms are wasting time and money on the wrong approaches to fintech. When assessing a fund service provider or administrator, look at the people first, writes Bob Chowaniec, COO of 4Pines Fund Services.
By Bob Chowaniec
- The Private Capital Strategy Series Episode 10: Co-sourcing
Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossing the “co-sourcing” chasm and separating their general ledger from their… - The SEC’s new rules on outsourcing make big winners out of co-sourcing service providers
The most innovative fintechs mitigate the new burdens that arise from the SEC’s proposed oversight requirements, believes Michael Trinkaus CEO, 4Pines Fund Services.
By Mike Trinkaus
- Ark launches fund ops platform
With investors asking for greater transparency, the new platform streamlines investor reporting, allocations, capital calls and portfolio accounting. Read the full article here. - As budgets run short, data can diagnose inefficiencies, then fix them
For asset managers not in the business of deploying robust data systems themselves, service providers can handle their data and optimising efficiencies using AI, machine learning and other tools can analyse to gain insights, writes Bob Balfe, chief technical officer at 4Pines Fund Services.
By Bob Balfe
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