Case Study: Operational Excellence Drives Growth for Investment Firm

The investment industry is constantly pushing for more: more returns, bigger portfolios, and more investors. But what happens when your operations can't keep up with your expansion? This case study features a private investment firm that found itself in this very position and needed to optimize its back-office functions to support its rapid growth.

Enabling Growth Through Operational Excellence

We provided the operational foundation this investment firm needed to scale effectively. Our tailored solutions addressed their specific pain points, freeing up valuable resources and enabling them to pursue strategic growth opportunities. Our services included:

• General Ledger & Bookkeeping: Comprehensive reporting, fund expense tracking, and legal fee summaries, providing accurate and timely financial insights.

• Fund Accounting: Investment reconciliation, NAV calculations, portfolio monitoring, and audit support, ensuring accurate fund valuations and regulatory compliance.

• Treasury Management: Bank reconciliations, Amex/Divvy reconciliations, and treasury reporting, optimizing cash flow and financial control.

• Accounts Receivable & Accounts Payable: Streamlined AP/AR processes to improve efficiency and accuracy.

Personiv's Contributions Had a Significant Impact on the Client's Operations

Increased Operational Efficiency: By outsourcing these key functions, the client was able to streamline their back-office operations and improve overall efficiency.

Improved Accuracy and Timeliness: Our expertise ensured accurate and timely financial reporting, enabling better decision-making.

Scalability: The solutions provided were designed to scale with the client's continued growth, ensuring long-term support.

Focus on Strategic Initiatives: By offloading operational tasks, the client's internal team was able to focus on core investment activities, such as deal sourcing, due diligence, and investor relations, ultimately driving further growth.

Fueling Investment Firm Growth with Personiv

This investment firm growth case study demonstrates how we can help investment firms of all sizes achieve their growth objectives. Our comprehensive suite of services for the investment industry includes:

• Direct Placement: We connect you with top-tier accounting and finance professionals for permanent roles.

• Temporary Staffing: We provide flexible staffing solutions to support short-term needs and project requirements.

• Project-Based Solutions: We assemble specialized teams to manage specific accounting and finance projects.

• Managed Services: We offer comprehensive managed services for various accounting and finance functions, allowing you to outsource non-core activities and focus on your core business.

Explore Growth Opportunities with Personiv

Contact us today to discuss your specific needs and learn how we can help you achieve your business objectives.

Explore our full range of services for the investment sector and see how we've helped other firms like yours achieve sustainable growth.