All Things Fund Finance
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Reporting
How to report to investors and internally and meet LP expectations.
Administration
How to choose service providers and organize the back-office.
Portfolio
How to analyze reporting from companies and utilize data.
Regulation
How to staying compliant with ESG, AML and other country specific regulations
Tax
How to fulfill reporting obligations and managing risks in various jurisdictions.
Fundraising
Advice on how to run the fundraising process and organize the team.
Resources
Articles
21 chapters cover the basics of finance at alternative investment funds. We try to cover everything that a CFO is typically expected to manage.
A further 8 chapters are targeted at first time funds and new CFOs. They focus on setting up a fund structure and raising the funds.
Templates
Excel and Word files help start and scale operations.
The templates have successfully been used at other funds and cover the important areas of finance.
Community
Having a specific question or anything missing?
Post an article to the community board - our team will make sure you get an answer.
Professional Member
$249 / month*
For practitioners & new funds
*cancel anytime
Why join the platform?
Finance at investment funds is a niche topic. We provide a cost-efficient alternative to using external consultants or learning everything from the ground up.
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Learn how other funds are operating
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Set up processes more quickly
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Make sure to stay compliant
Sign up now
($249 / month - cancel anytime)
Frequently Asked Questions
Who is creating the content?
The project was initiated by René Kampschulte, who has over 9 years experience working with investment funds. He has led finance at VC and PE funds as full time CFO and interim consultant.
The project is aided by contributors from the industry, primarily CFOs operating funds.
How do I get access?
Sign up to become a member. You will be invited to the platform hosted on circle.so where you can find all articles, templates and the community board and chat.
Can I share content?
Please only use the content for yourself or the fund you are working with. If you want colleagues from your fund to also have access, please email us their email addresses.
If you are a service provider or want to share content otherwise, please contact us first.