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

The Private Capital Strategy Series (Episode 8)

Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI…

The Private Capital Strategy Series (Episode 9)

How do you build a championship team that wins the World Series, and in the world of finance? Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and…

The Private Capital Strategy Series (Episode 7)

Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to discuss where fundraising and fund services match up and how to make that work best.