4Pines Fund Services

Most firms understand that finding the right co-sourcing partner is all about asking the toughest questions—yet grilling the prospective fund administrators is only half the battle. Here's the real challenge: if you want to make the right decision, you need to be willing to ask yourself some tough questions, too. Avoid costly mistakes and draw on the invaluable experience we collected. We spent 100+ hours reviewing our most successful co-sourcing implementations to create the ultimate checklist for fund managers distilled for you in our Buyer's Guide to Co-Sourcing! Link in the comments. #CoSourcing #PrivateEquity #FundAdministration #FundServices

Put together the fund admin and fintech teams revolutionizing private capital,?and a?really?fun?party?is going to be part of it.? It was such a pleasure to join?Allvue Systems?at?their?big sales kickoff last week in Nashville. Every time we brainstorm the future of fund operations, we come?back?energized?and?charged with?inspiration?for more innovation.? At this critical juncture when the pace of change is faster than ever, and the need for?operations integration is greater than ever,?we?think of?the next frontier as the interplay?between?innovative?organizational culture and?cutting-edge?technology. Thanks,?Allvue,?for hosting?a great event—and for being a partner! We can't wait to see you all again. #CoSourcing?#PrivateEquity?#FundAdministration?#FundServices?

There are so many gems in this piece in?Private Funds CFO?featuring?Joseph-Pierre Regent?at?Kohlberg & Company, Annie Kyprianou at?L Catterton,?Peter Mahoney?at?HarbourVest Partners,?Barry Giarraputo?of?Neuberger Berman,?Jason Donner?at?Veritas Capital?and?William Andreoni, CPA?at?RSM US LLP?- https://lnkd.in/gcDARVk5 Keep in mind that Peter Mahoney came to HarbourVest from Vanguard and shares “It is our job to enable other parts of the business. We are there to be that driving force and to ensure that scalable infrastructure is in place so that any growth is sustainable." ? He goes on to say "giving people the tools they need to be successful is vital. We want to get away from fingers on keyboards all day, instead bringing in automation, allowing for deeper analysis and ensuring that everyone in the organization is a part of the journey. That is a gamechanger.” ? “Our firm will continue to grow, but my finance team is not going to grow at the same rate,” says Regent. “That means we have to learn to be more efficient and to automate as much as possible.” So then where is there a model for insourcing operational excellence and figuring out where automation works, doesn't work, and the sequence that leads to the workflows that enable the kind of value-driving growth that they are describing? ? We have some answers and would love to show you how we're seeing it work best.? ? Again, why did 4Pines earn the top score for tech from GPs surveyed by?Global Custodian? Maybe it's not the automation, maybe it's because we understand the preconditions that allow automation to allow you to scale. ? #scaling?#workflows?#fundoperations

In addition to celebrating?4Pines?earning the top score for technology in private equity fund administration (via?Global Custodian's survey of GPs), let's ask why we got that score. One GP told Global Custodian it was because of our ability to “be ahead of the curve in terms of tech and new features." We're grateful for that insight, and we'd add to it that you might want to take a look at what?Richard C.?at?PFA Solutions?(now with?Allvue Systems) wrote on page 98 about workflow innovation. And take a look at the headline on page 18 - "Middle- and back-office outsourcing shifts from cost-saving tactic to strategic necessity" (which?Jonathan Watkins?calls out in his note at the beginning). The point is this, the difference between good technology and bad technology is only meaningful if you've got the workflows and organizational habits that can scale the benefits of those technologies. And you can only achieve those workflows and the organizational culture they animate if you're both an advanced student of funds, and achieve hands on deep understanding of tech. But then if you have that, well then scaling looks a lot different for you than for everyone else. And now you're not just saving money here and there. Now you're driving a whole-firm flywheel of scalable growth. See the full survey here: https://lnkd.in/gXFyuuC6 #scaling?#workflows?#fundoperations #fundservices

How can co-sourcing help?PE?firms attract investors? “LPs today?demand more than ever before—especially when it comes to data?quality?and?investor experience.?GPs are under pressure to deploy?cutting-edge?digital tools?that?turbocharge communication and?improve efficiency, decision-making and transparency in fund administration.?With co-sourcing, this happens?almost?naturally?in the early phases of the relationship, as fund administrators?often?bring in?dedicated?tech?expertise?in?order to?optimize?the digital environment for collaboration.?This is?at least how we have been able to help our clients streamline the investor experience?they offer?and?ultimately attract?investment.” - Celeste Barone, President of?4Pines Fund Services?? ? #Outsourcing?#PrivateEquity?#FundAdministration?#FundServices?

Five years ago, we set out with a vision to revolutionize fund administration through collaboration, innovation, and?optimization.? As we celebrate our anniversary, we are thrilled to reflect on the many milestones behind us. Yet one thing stands out above all others, and it is the key (not-so-secret) ingredient of our success: we adapt to?your?needs rather than asking you to adapt to?ours. This philosophy has fueled?five?years of?incredible?growth and transformations. Co-sourcing, a collaborative culture?we’ve?championed, has become a household?word?in PE fund accounting. Over the past year alone, our team has nearly doubled in size, and we?have?significantly?expanded our business to meet rising demand. Our success?wouldn’t?have?been?possible without the trust of our clients, the dedication of our team, and the support of our partners. To everyone who has been part of our?journey:?thank you?for believing in us and helping us grow! Here’s?to the next?five?years of?shared?success! #Outsourcing?#PrivateEquity?#FundServices?#FundAdmin?#Anniversary?

What sets 4Pines apart from other fund administration services??? ? In today’s market, most fund administration services require your firm to adapt to their technology platforms. 4Pines takes a different approach. As Celeste Barone, our President, Chief Client Officer, and Co-Founder, explains in a conversation with Michael Trinkaus: 4Pines doesn't?have a scripted technology system but instead lets clients decide what technology stacks work best for them and adapt accordingly.?? ? #Outsourcing #FundAdmin #FundAdministration??

A shoutout?to everybody who came to meet us in Atlanta.?It was a terrific?gathering, and?we’ve?rarely seen so much enthusiasm and so many?unique?ideas! Every conversation, it seemed, reinforced the power of shared momentum. We are still in the beginning of the year, and this is a perfect opportunity to align ambitions with actions—we are here to help.?Please reach out to learn more. We are thrilled at the opportunity to move forward in such?company! ?#PrivateEquity?#FundAdministration?#FundServices?#Fintech?

What a fantastic way to kick off the new year! Our meetings in Chicago were filled with bold ideas, innovative strategies, and a shared focus on growth for 2025. A big thank you to everyone who took the time to connect with us—it was great to exchange ideas and discuss opportunities for the year ahead. One thing stood out in every conversation: success is built on strong partnerships and a clear vision. At 4Pines Fund Services, we’re ready to help turn those ambitions into results. Here’s to a productive and exciting 2025 ahead! #PrivateEquity #FundAdministration #FundServices #Fintech

Happy holidays from all of us at?4Pines Fund Services!?May you have?a?2025?filled with success,?abundance,?and peace! The past year?has been?one?of major?expansion?for us.?We’ve?grown?both our business and our crew?as rapidly as possible while continuing to improve our exceptional team culture and spirit.?We’ve?seen demand for our?services?grow,?and?we’ve?innovated?new solutions?and approaches to collaborative fund administration that we are proud of. As we prepare for 2025,?we’re?excited to build on this momentum, optimizing?back-office operations and expanding the scope of advantages co-sourcing can offer our clients. Here’s?to another year of?growth and opportunities captured!? ? #Outsourcing?#PrivateEquity?#FundAdministration?#FundServices?#Fintech?