Transitioning to an outsourced fund administration model involves transferring vast amounts of sensitive and critical data. This transfer must be seamless to avoid operational disruptions, maintain investor confidence and ensure regulatory compliance, all of which increases the focus on engaging a trusted, experienced fund administration partner to lead the migration.
No two private equity firms are alike. An experienced fund administrator understands this fact and offers customized solutions tailored to each client's specific needs.
Read the case study, Successful Onboarding of an Established GP With More Than 50 Funds, to learn how Artex Fund Services successfully transferred more than 50 funds for an established general partner (GP) within a nine-month deadline. This achievement was significant given the volume of funds, investors, portfolio investments and varied data file formats required for the transfer. Throughout the transition, Artex identified opportunities to add value to fund operations, including advising on best-practice industry-standard accounting principles, adding efficiency with automation of fee calculations and helping the client complete all fund audits in a timely manner.
For more on this topic, see Choosing the Right Fund Administrator for Private Equity.
