4Pines scores highest in Global Custodian’s Fund Services 2024 survey

4Pines offers “true white glove private equity fund administration” using “best-in-class technology, streamlined workflows, and extensive professional expertise.”  We couldn’t be more delighted to share those responses from our clients in Global Custodian’s 2024 Private…

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…