MANAGEMENT CO. SERVICES
Most firms wing it; the best ones fix it!
4Pines’ approach is built by former operators, our team brings steady, detail-driven support across the management company, from payroll and partner comp to allocations, budgeting and reporting. You get clarity and consistency, without chasing vendors or plugging internal gaps.
Which Scenario Sounds Familiar?
Scenarios happen at different stages, whether you're just starting as an emerging manager, growing, or facing operational challenges as an established firm. Our team are pros on helping you.
"We’re launching a new fund, but don’t have back-office expertise..."
We’ll handle the setup and day-to-day accounting empowering you to focus on operating your business.
"Our operations have become inefficient as we've grown..."
We optimize systems, improve reporting, and reduce overhead. Our clients saved many lost hours with many reclaiming 15–20+ hours per week.
"Our controller just gave two weeks’ notice..."
We deploy an emergency response team in as little as 1-3 business days—aiming at zero disruption.
"We can’t decide which financial systems to use..."
We’re platform-agnostic and help select or optimize the tools that best fit your needs.
Scenarios happen at different stages, whether you're just starting as an emerging manager, growing, or facing operational challenges as an established firm. Our team are pros on helping you
Why Private Capital Firms Struggle with the Back Office
Do any of the following sound familiar?
Should your senior team be reviewing expense reports? Every admin task is a lost opportunity to create value.
The Staffing Challenge
Hiring full-time staff means paying for capacity you don’t always need. Understaffing causes
risk and burnout.
The Technology Trap
With dozens of platforms out there, choosing the wrong one—or failing to fully implement wastes time and budget.
The Growth Gap
As AUM grows, operations must scale. We
help you do that without costly overbuilding.
Why Choose 4Pines?
We know you have choices, and unlike a traditional accounting firm, we’re built from the ground up to serve private capital teams
like yours.
Our team can deploy within 1–3 business days.
We’re former experienced fund professionals who know the details that matter.
No pressure, start with what you need now; scale as you grow.
Our team are time-zone aligned and regulatory fluent.
You keep full system access and data ownership while our team does the heavy lifting alongside yours.
Your onboarding team lead IS your ongoing partner.
What We Take Off Your Plate
Daily Operational Burden
Bookkeeping, accounts payable, vendor payments, and cash reporting.
Compliance & Controls
Regulatory filings, audit prep, policy design, and internal controls.
Strategic Finance
Budgeting, forecasting, cash flow strategy, and CFO-level advisory.
Technology Optimization
System selection, implementation, and platform integration.
By the Numbers*
15–20+
hours/week saved on admin
40%
% improvement in
financial accuracy
30%
reduction in operational cost
*Based on current client results, your results may vary.
Our team are pros on helping you
Our Process: From Discovery to Support
We make working with us as easy and transparent as possible from Discovery to Support.
Discovery
Understand your goals and systems. Plus, it’s one team from day one—no sales-to-service handoff. Your onboarding team is your account team.
Design
We map responsibilities and access, so the engagement works as a true co-sourcing model—your team stays in control; we handle the execution.
Implementation
Document everything—test workflows before going live. Ensure zero business interruption.
Ongoing Support
Because it’s co-sourced, we can flex up or down as your needs change— no rip-and-replace required.
Questions? Book Your Free Consultation with Our Experts
Pricing Transparency
Whether you need full-service support or just help through a transition, our pricing is flexible,
transparent, and right-sized to your workload. No hidden fees. No surprises. Choose from:
Short-term project
engagements
Monthly retainers
On-demand strategic
support
What Our Clients Say
“4Pines had a team on our problem within 48 hours. They didn’t just fill a gap—
they improved our month-end close from 15 days to 7.”
— Managing Partner, $1.2B Private Equity Fund
“I was spending 25% of my time on admin. After bringing in 4Pines, it dropped
below 5%. The ROI is real.”
— CFO, Emerging Manager with $350M AUM
“We’ve scaled from $500M to $3B AUM without missing a beat. 4Pines grew with
us every step.”
— Managing Director, Multi-Strategy Fund
“4Pines didn’t make us swap out our tools—they co-sourced the entire back
office. We kept control, gained capacity, and closed month-end 40 % faster.”
— CFO, $800 M Growth-Equity Fund
Frequently Asked Questions
How fast can we start?
In emergencies: 1–3 business days. Standard onboarding: 1–2 weeks, depending on complexity.
How do you price your services?
We offer project-based, retainer, and hybrid options. Always clear, never padded.
Do we need to switch software?
No. We work with your current stack—or help you upgrade if you want.
Can we use you temporarily?
Yes. Many clients start with short-term needs and extend when they see the results.
What makes you different from a traditional
firm?
We’re private capital operators, not just accountants. Our clients come for the speed and stay for the expertise.
Does co-sourcing mean we lose control?
Not at all. Co-sourcing means your firm keeps system licenses, data, and final approval rights. We plug in experienced staff and proven workflows, so you get scale without giving up ownership.
Ready to Eliminate Operational Drag?
Schedule your free 30-minute consultation and get back to driving results.
Have more questions?
Contact Matt Trinkaus here matt@4pines.com
CPA , Chief Financial Officer
