Modern Administration Buyer's Guide

Your guide to selecting the right fund administration partner

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Thursday
May 26th

3pm - 4pm
PST

It’s more demanding than ever to be a GP. Private market expectations are changing and traditional administration approaches aren’t keeping up. Administration needs a modern approach with technology at its core and a relentless focus on the LP experience.

Considering that more than 30% of GPs switch administrators every year, it’s important to choose the right team from the beginning. To that end, we created a detailed guide you can use to evaluate fund administrators and find the partner that will give you the support you need to administer your investments, impress your investors, and optimize your operations in a time of rapid change.

In this guide, you’ll learn which questions to ask potential administrators to gauge their competency in the following critical areas:

    • Investor experience
    • Data management, security, and reporting
    • Automation and controls
    • Subject matter expertise and support
    • Responsiveness to market demands

We also include a checklist to help you keep track of responses.

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Shared Systems

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