Case Studies
Investran Utilization Redesign
A PE manager ($68B AUM) after using Investran for years across many fund groups without any standards found themselves with no controls, inefficient processes and reporting, and untrained staff. Read More »
Business Process Remediation
A PE fund ($8B AUM) with a distressed finance and accounting group was required to document and remediate their business processes prior to formal audits. Read More »
Waterfall Automation
A PE fund ($12B AUM) realized that its extremely complex and manual carry calculation process had yielded incorrect results. Read More »
Whitepapers and Webinars by P&L Consulting Group
Do You Have the Proper Investran Support Model?
Realizing Value Webinar Series | 13 October 2010 | View Webinar »Following an Investran implementation, many firms struggle with optimizing its benefits and realizing their expected ROI. At P&L Consulting, we help firms strategically align their business operations with partnership accounting systems by providing post-implementation support services, please view the Realizing Value Webinar series for more information on how to set up an effective Investran Support Model in your organization.
Industry News and Highlights
Pressure Mounts to Improve IT Systems
Financial News | 29 November 2010 | Download PDF »Fund administration software has undergone significant development over the years as the private equity industry has grown more institutionalised, but buyout firms face further demands for improvement in response to calls for better transparency and risk management.
The New Normal
Private Equity Manager | 15 October 2010 | Download PDF »It is sometimes said that chief financial officers are in charge of everything at the firm outside of deal-making. In today’s market and regulatory environment the CFO role has evolved into one of the busiest at private equity real estate firms.
Game Changers in Fund Administration
Private Equity Manager | 7 June 2010 | Download PDF »From new regulations to pressure from lower management fees, new forces have buffeted the world of fund administration. Here are five changes that have both GPs and outsourced service providers rethinking their approach.
Establishing an Investor-Focused Reporting Program
Preqin and IntraLinks | 1 June 2010 | Download PDF »In the current market environment it is more important than ever that private equity companies establish good relationships with investors and ensure that the services provided meet their needs. One simple way in which a private equity firm can enhance investor services is to develop a more efficient and client-friendly method of reporting to investors.