01
Stand up a first fund's operations
The back office a first-time manager needs in place before the fund starts operating.
Operational infrastructure for funds and family offices.
Senior operations capability without the headcount. Fractional, interim, or by project.
The work
Where fund operations usually break.
02
Financial controls and reporting
Books and reporting that hold up when an LP runs diligence.
03
Governance and systems
Committee structures, and the conflict controls that keep related-party decisions defensible.
04
Fractional leadership
Week-to-week ownership of the operations function, once the build is behind you.
Background
Every engagement is run by the same person.
An independent practice run by a former Goldman Sachs Corporate Treasury operator with five years across settlements, controls, product management. The same person built the operations and governance backbone of an investment platform, and has since stood up the operations for two funds. Both are still running.
Engagements
Engagements are fractional, interim, or project-based.
Clients