Ultimus LeverPoint Private Fund Solutions’ Post

Effective client service is key for developing long-term partnerships.

Operational complexity in private markets has been increasing, along with fund managers demanding more frequent, transparent data to power internal analytics and LP reporting. So how are the most innovative fund administrators adapting to the growing needs of GPs? Learn from Alchelyst, a full-service fund administrator across alternatives, on how they have built a next-generation fund administration business with LemonEdge at the heart. Link to the case study is in the comments.

Unlock the potential of your cross-border fund distribution with our latest insights! During our recent webinar on 31 July, our experts delved into the challenges and solutions related to cross-border fund factsheets, a crucial tool for engaging clients across the EU and beyond. If you're navigating the complexities of cross-border fund factsheets, you won't want to miss our detailed write-up. ➡️ Read the article now: (https://hubs.ly/Q02LpjPz0) #FundFactsheets #FactsheetProduction #InvestmentInsights #AssetManagement #ESGIntegration #FEfundinfo #OperationalEfficiency

Ultimus LeverPoint Private Fund Solutions recently released an insightful article addressing the intricacies of managing private equity investor expectations and the challenges encountered by fund managers. The article underscores the intense pressure fund managers face to meet investor demands. It highlights the advantages of cost-effective outsourcing to a fund administrator, emphasizing enhanced reporting and leveraging specialized expertise. Read the full blog here: https://lnkd.in/gHUxjQbi

Want insights from one of HL’s fund managers? Watch this video from an interview with Steve Clayton, who manages the HL Select funds team 👇

To really leverage the benefit of data - you've first got to normalize and consolidate it! That can be difficult for many in the #venturecapital , #privateequity and broader Private Capital space, with so many apps / databases / spreadsheets. It's truly 'Dis-integrated'. That's why we, at Asset Class created the Fund Operating System (Fund OS). This article neatly summarizes how we think of this challenge, and more importantly, how we help you overcome it. Learn more about how we can help at : https://lnkd.in/ewrsEKc

Is you firm's investor experience beating the competition? During our recent Asset Servicing webinar with Funds Europe, it quickly became apparent that a lack of digital technology solutions and the consequent manual processes are hindering investor onboarding and the client and investor experiences. Sound familiar? ⭐ Download the report and watch the webinar on demand to learn more about our expert panel's challenges and insights! ⭐ Or request a demo to learn more about how Fenergo is already digitalizing and automating KYC and Onboarding processes for our Asset Servicing clients globally!

WAKE UP PRIVATE CAPITAL!!! Without question - the Private Capital sector needs a wake-up call when it comes to it's adoption of Technology. It's not just amongst the worst I've seen in over 30 Years in the tech sector - it IS THE WORST i've seen in 30+ Years! That's why I started Asset Class. When I looked at the sector I saw the NUMBER 1 tool being used to manage funds = EXCEL!?! And I'm not just saying that for dramatic effect. I speak every week with firms that have the absolute minimum in terms of their own tech stack in place, while managing the financial future of Millions of Pensioners, Multi-generational wealth that requires protection, the future college funds for retail investors and more. in MOST cases I've seen - Private Capital firms are outright neglecting their responsibilities to service and support their LP's. It's not acceptable. How exceptional is it that a Private Capital firm relies on a tool that was first launched in 1985? The answer is - for many it's not the exception - it's the rule! Not only is this lack of care costing (the vast majority of) firms in the private capital sector millions and millions of dollars in unnecessary fees (for extra manpower and wasted productivity that could have been addressed by INVESTING in technology for it's FRONT, MIDDLE and BACK-OFFICE), but more importantly, it's diluting returns for LP's who I suspect would be shocked at how little time, care and attention is given to the deployment of secure, connected and productivity-enhancing systems ON THEIR BEHALF. WAKE UP PRIVATE CAPITAL - because if you don't, history tells us - the weak falter, the strong survive. As a parting thought..... Is this lack of investment in Tech by the Private Capital sector the reason we are seeing such concentration of investment in a decreasing pool of larger, tech-enabled, forward looking Private Capital Allocators??? At Asset Class we can help. We build, deploy and support WORLD CLASS solutions for the Private Capital Sector to help you raise capital, deploy it and support your LP's and Asset's with the TLC and attention they deserve. Let's talk. Learn more at : https://lnkd.in/ewrsEKc

Real asset fund managers are adept at managing investors' expectations in a constantly evolving marketplace. However, managing an in-house accounting department can be a burden and a source of significant stress.    We understand the nuances of real asset funds and investors' needs, whether you offer separately managed or private funds. As your operational partner, we help ensure the seamless execution of your real assets fund strategies to enhance your success and strengthen your reputation.    Learn more about our solutions for real asset funds: https://lnkd.in/gcQEUf7j   #RealAssets #FundServices #APartnershipBuiltAroundYou

LPs are looking for three key qualities in a fund manager – better and timely performance data, greater transparency, and a window into a fund’s inner workings. Providing this level of information can be a challenge, but funds that do so create a competitive advantage. Our expert, Delphine Jones, examines how fund managers can stand out from the crowd. Find out more: https://bit.ly/41jtWeK. #privatecapital #limitedpartners #fundmanager