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…

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.

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…

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 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