For emerging managers
Institutional ops before you have an institutional ops team.
Fund I and Fund II managers need LP-ready processes without outsourcing the firm or hiring a ten-person back office. We build the first finance automation layer inside tools you already use.
The bind
Emerging managers get judged on process before they can staff it.
- First institutional LP asks expose spreadsheet ops that worked for friends-and-family
- One controller or fractional CFO carrying the entire reporting load
- Affinity and Carta licensed — but still reconciled by hand every quarter
- No bandwidth to hire a full ops team before Fund II
What we deliver
A first operating system you can grow into.
- A defined first workflow live in roughly six weeks
- Documentation your lean team can maintain
- Systems inside Affinity, Carta, Excel, and Workspace — no new portal
- A path to add LP reporting and capital calls as you raise
Where to start
Most emerging managers begin with one of these.
Build the ops layer before the next raise.
We map your current close and recommend the highest-leverage first workflow — with a written scope you can take to partners.
Book an Ops Review