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…
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…
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…
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.
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.
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…
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.
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.
