By Growth Stage
For emerging managers, building a large in-house team from day one isn’t feasible or desirable. You’re unlikely to need a dedicated tax or compliance resource. Instead, success hinges on identifying the right mix of people who can get you through the crucial early years and having a clear view on emerging risks and how your team will adapt to handle them.
Many first-time founders are experts in capital raising and deployment, they don’t have the experience in middle and back office management to assess risk and get the most out of out-souced providers.
LPs want reassurance that your back-office operations are mature enough to handle their capital responsibly. These expectations need to be met within a reasonable budget.
Before the first close, daily operations fluctuate, making it hard to justify full-time senior hires.
Get immediate access to an interim CFO, GC or Tax Director to design frameworks for financial reporting, compliance calendars, and investor communications—without committing to a permanent hire upfront.
We assess your budget, deal pipeline, and regulatory environment, then propose a step-by-step plan for building or outsourcing vital back-office functions (e.g., finance, tax, compliance).
Our consulting-first approach ensures you hire the right roles at the right time. Start lean and then adding headcount in a structured way as your AUM grows.