Blog
Fund ops, thought through.
Deep dives for emerging managers on what actually matters — K-1 accuracy, waterfall modeling, AI governance, and the slow death of spreadsheet-driven back offices.
Our blog is coming soon.
First posts will cover things emerging managers ask us every week: how to think about fund-admin make-vs-buy, the real cost of spreadsheet-based distributions, and what "AI-native" actually means for back-office work.
Monthly. No fluff. Unsubscribe anytime.
Planned topics
The real cost of a spreadsheet-driven fund-admin workflow
With numbers: time, dollars, error rate.
Switching from InvestNext: a two-quarter migration plan
What to migrate, what to leave behind, what to validate.
Multi-class waterfalls without the spreadsheet
Pref, catch-up, carry — modeled correctly and testably.
What 'AI-native' actually means for fund ops
Where AI helps, where it doesn't, and why the approval queue matters.
Custodian-aware IRA flows for syndicators
Why generic sub-doc tools miss this and why it's expensive.