Tailored for Your Success
Outsourced
Investor Services
What Sets Us Apart
Welcome to FSG, where we're redefining the way private fund sponsors manage their daily responsibilities! We firmly believe that many traditional sponsor duties can be more efficiently handled through outsourcing. By doing so, sponsors can unlock cost savings, maintain a laser focus on core value-added activities such as fundraising and investment management, and enhance their service quality to investors.
Our Outsourced Investor Services provide a curated and enhanced investor journey, starting from onboarding and extending through reporting. Our services are highly adaptable to your unique needs, ensuring a seamless partnership. Below, we've outlined examples of the services our expert team delivers to support sponsors at every stage of their journey.
Pre-Launch Services
We help you choose, set up, and seamlessly integrate key systems and applications, including your Investor Portal, CRM, and Digital Subscription Platforms.
We create well-defined processes and protocols that bridge the gap between sponsor and fund administrator responsibilities. This ensures a smooth and consistent experience for your investor.
Collaborating closely with you and your fund administrator, we design and implement a comprehensive investor reporting program.
The Pricing Structure
Our pricing structure is flexible and can be tailored to your specific requirements and scope. Typically, we accept only retained engagements. For more information on how FSG can transform your investor services, please don't hesitate to contact us at info@fundservicesgroup.com. We're here to help you optimize your fund operations and elevate the investor experience!
Post-Launch Services
We actively assist with the investor subscription process, simplifying and systemizing tasks such as populating subscription documents, processing signatures, and other elements of the investor onboarding experience.
We handle all formal and ad-hoc communication with investors concerning their investment with you and their reporting, ensuring they are well-informed.
We capture and manage investor information within your CRM and other vital systems and applications, maintaining accurate and up-to-date records.
Acting on your behalf, we manage the cash disbursement process for your investors, ensuring it runs smoothly.