Petra Funds Group

Does your firm need strategic financial leadership without the full-time cost? An outsourced CFO could be the solution you need to obtain the expertise required to scale your organization.   Reach out to our team to learn how Petra provides private equity and private credit fund managers with experienced CFO leadership at a fraction of the cost. https://lnkd.in/geA9Bt2G   #outsourcedCFOservices #privateequity #privatecredit #privatefunds

Check out an article Petra Funds Group's Managing Partner, Paul Winters, recently shared, discussing how fund administrators collaborate with other service providers in the fund ecosystem to deliver an exceptional experience to fund managers and investors.   Click below to access the article.👇   To learn more about Petra Funds Group, visit our website: https://lnkd.in/g9UUNvmz #fundadministration #privatefunds #privateequity #privatecredit

Are you contemplating a fund launch but don’t know where to start? Let Petra be your guide. Petra’s Launch Advisory Service offering was designed with you in mind. Our solution provides an organized process to guide fund managers through pre-launch, laying the groundwork for a successful capital raise. Learn more about Petra’s Launch Advisory Services here: https://lnkd.in/eXSch-3Q Reach out to a member of our team to schedule a call: https://lnkd.in/geA9Bt2G #privateequity #privatecredit #launchadvisoryservices #fundadministration

As regulations continue to evolve, staying compliant means more than just ticking boxes. It's about regularly updating your firm's compliance policies, procedures, and code of ethics and providing your team with training (at least annually) to ensure they understand regulatory requirements.   Read more about the best practices for maintaining and updating your firm's compliance program in our latest article: https://lnkd.in/ep2caUjx.   Reach out to Jesse Brown for further insight on this important topic.   #Compliance #RegulatoryUpdates #EmployeeTraining #InvestmentAdvisers #SEC

What better way to celebrate a summer night than at a baseball game at Fenway Park! From the iconic Green Monster to the rich history of the park, the setting was perfect for gathering Petra’s Boston team for a night of team camaraderie. A huge thank you to everyone who made this event possible and to our amazing team for their continued commitment to delivering excellence to Petra’s clients. #fundadministration #companyculture #PeopleProcessPetra 

With the 2024 elections underway, it is important to remind investment advisers about the U.S. Securities and Exchange Commission ("SEC") "Pay-to-Play" Rule. Compliance with this highly technical rule is essential, especially given the SEC's continued actions against advisers for noncompliance.    Read the article below for a refresher on the rule and to understand what advisers can do now to prepare: https://lnkd.in/eZ8Jtv5H   Reach out to Jesse Brown with any questions about the SEC’s Pay-to-Play Rule or to learn more about Petra’s comprehensive regulatory compliance offering. #regulatorycompliance #privatefunds #privateequity #privatecredit #fundadministration

Petra Funds Group has appointed Nicholas Gajdjis as Senior Advisor to the firm. An executive who spent nearly four decades at EY before retiring in June of this year, Mr. Gajdjis worked with a broad range of financial services and investment firms, advising them on start-up operations, accounting policies and procedures, internal controls, regulatory matters, valuation, complex fund structures and finance and reporting models. Further expanding Petra's deep bench of professionals who have spent their careers helping private equity, private debt and venture capital fund managers scale their operations, Stephen Coats, Co-Founder and Managing Partner, said, "As one of the most qualified advisors in the industry, we are thrilled to welcome Nick to Petra and look forward to leveraging his knowledge as we continue to guide our clients through every stage of their growth.” Read the press release here: https://lnkd.in/erHDs4PK To contact Petra, please visit: https://lnkd.in/geA9Bt2G #fundadministration #privateequity #privatecredit #venturecapital

What sets the experience of working at Petra Funds Group apart?   Lorena Richards, CPA, Senior Director in Petra's Boston office, shares how her role as a CFO at two investment firms prepared her to lead Petra's launch advisory/emerging manager business.    "My team and I have the privilege of working with private equity founders during the early days of their firm's launch, helping them establish the operational infrastructure necessary for a successful capital raise and transition to the operational phase."   To learn more about Lorena, tap below.   #fundadministration #launchadvisory #privateequity #privatecredit #employeespotlight

For almost all private market firms, ESG reporting obligations have increased dramatically in recent years. Driven by LP’s growing appetite for qualitative and increasingly quantitative data as well as by the swathe of existing and proposed regulatory reporting requirements, GPs are facing enormous pressure to augment their ESG teams.   But is hiring more ESG talent in-house the right answer? In a recent article, Petra’s Head of ESG, Charlie Chipchase, discusses how the increasing complexity of ESG reporting and the focus on cost management by PE firms have prompted many GPs to outsource routine monitoring and reporting tasks to specialized ESG service providers allowing in-house ESG talent to remain more strategic in their roles.   Read the article here: https://lnkd.in/ex6Nv-ej   Reach out to Charlie Chipchase to learn more about Petra’s ESG Advisory Services: Charlie@petrafundsgroup.com.

An experienced launch advisory service provider can be an invaluable resource to fund managers during the pre-launch process. Such teams understand what is required to establish an institutional-grade operational infrastructure that will satisfy investor due diligence inquiries and result in a successful capital raise, setting the stage for the investment manager's growth in a way that is both cost-effective and scalable. Here are four ways that launch advisory teams can ensure a smooth launch.   Read the full article here: https://lnkd.in/eXSch-3Q Reach out to Lorena Richards, CPA to learn more about Petra's Launch Advisory solutions.   #launchadvisoryservices #fundadministration #privateequity #privatecredit #fundlaunch