How do you make sure the day-to-day runs smoothly across your entire firm, and not just LP reporting? Offloading time-consuming back-office tasks to an experienced team of accountants and advisors helps. CFOs are concerned managing their firm’s accounting in-house increases overhead while providing limited return. So how do you outsource crucial but burdensome administrative tasks to experienced professionals? Matt Trinkaus walks us through the process and shows us when it works, and when it doesn’t.

Celeste Barone and Mike Trinkaus have built careers cutting through the complexities of fund operations, outsourcing and strategy. Celeste is the former CFO of Commonfund, and Mike the former CFO of Portfolio Advisors. They were recently joined at 4Pines Fund Services by Mark Toby, former CFO of Auspex Group and Maximus Capital. This webcast is a practical live analysis of going from self-administered to outsourced in light of today’s realities. If you’re looking at when to make, or revisit decisions on outsourcing, what the most important catches and caveats are, and to update your notes on best practices from your peers, you will want to watch the webcast below. If there are topics you want to make sure Celeste and Mike tackle, please feel free to reach out to us.

What do established private equity firms do differently to consistently achieve success?

Listen to Jonathan Holmes, Managing Director, CFO and CCO of BV Investment Partners and Michael Trinkaus, CEO of 4Pines Fund Services, as they discuss how Johnathan deploys his more than 15 years of finance and accounting experience to enable BV’s operations and strategy.

And yes, we also discuss co-sourcing. 

The term ‘co-sourcing’ is more than mere industry jargon. It signifies a pivotal strategy in private capital management. 

Listen in as industry veterans Mike Trinkaus, CEO of 4Pines, and James DiCostanzo, Global Head of Growth Equity Sales at Allvue Systems, shed light on co-sourcing’s growing prominence. They unpack its benefits, highlight potential stumbling blocks of delayed implementation, and show how to gain buy-in from the team. 

What is Joshua Cherry-Seto’s playbook for outsourcing in today’s environment? We discuss this with him in our most recent webcast below and ask Mike Trinkaus how co-sourcing does and doesn’t fit in that framework. Listen in as these two advocates for the private capital CFO tell us about the current environment as new SEC rules advance, a shortage of accountants continues, and new technologies start taking hold.

Is the traditional networking milieu of drinks and steak being supplanted by more active engagements like sports and hikes?

James Rulli of Old City Investment Partners brings to the table a refreshed playbook that delves into these cutting-edge approaches in GP-Institutional Investor connectivity. Paul Filanowski offers insight on this new connectivity culture, illuminating how it’s being redefined through both human interactions and digital mediums, and importantly, how these two elements are mutually influential. Watch the episode below to learn more.

Counting on your fund administrator’s technology alone to insulate them from the industry-wide talent shortage may be only a temporary solution. More firms are crossing the “co-sourcing” chasm and separating their general ledger from their fund administrator to ensure less exposure to industry churn. In this episode of The Private Capital Strategy Series, Bob Chowaniec, COO at 4Pines, lays out the proven steps from real world experience for crossing that chasm before it gets too big.

How do you build a championship team that wins the World Series, and in the world of finance?

Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and helped win the World Championship in 2009, and was awarded the Nolan Ryan Award for the top strength & performance coach in Major League Baseball.

Mike Trinkaus at 4Pines Fund Services and Coach Cavalea discuss how those lessons apply to private capital finance and winning in financial services as challenges and opportunities in the industry mount.

Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI and what that means for fund operations.

Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to map out where fundraising and fund services match up and how to make that work best.