Testimonials

$125mm Private Equity Manager

When launching our first private equity fund we knew we wanted an outsourced CFO solution that felt more akin to having an inhouse CFO. Several peers had been using Agile Fund Solutions for an assortment of CFO work for their private funds and it quickly became apparent that partnering with Agile would provide substantial financial and non-financial benefits to our organization. The Agile team’s knowledge, skills, and flexibility fully supported our early business and more recently has assisted us with launching our second fund. Agile’s ability to match resourcing as our needs have scaled up, has afforded us the ability to focus on investing and capital growth, without concern over our day-to-day operations including investor relations and accounting support – capital calls, distributions, reconciliations, financial statement and capital account statement preparation, investor document review, audit, tax and regulatory filings support, and financial operations as it’s all handled by our Agile team. We feel that the Agile team is genuinely invested in our success, and we view Agile as an inside partner in our business activities.



Over $1 Billion Equity Long/Short Fund Manager

I was fortunate to have seen an outsourced back and middle office at my previous firm, so we have always been a big advocate of the Agile model and platform. The Agile model exceeded my expectations and prior experiences. Agile helped us launch several years ago with a modest $13 million in AUM, which has grown exponentially as we approach our goal in managing $½ billion. During our ramp the Agile team was an integral part of our organization and a very high touch partner to our business. They added appropriate support to our team as we scaled, helping to launch new products, adding and managing multiple prime brokers, on-boarding and implementing a front to back internal portfolio accounting system, and developing our internal and external transparency reporting. Most importantly, Agile helped us pass numerous institutional operational due diligence (ODD) exams, demonstrating and articulating how they work within our organization and maintain best practices and industry standard controls across all spectrums of our operational processes. Our partnership with Agile works so well because our interests are aligned. We both aspire to build and operate our businesses at the highest level.



Over $1.5 billion Multi-strategy Fund Manager

We operate two sets of Master Feeders, various stand-alone partnerships as well as SMAs. With over 1.5B under management and a team focused on the operations and accounting for the funds, we wanted to outsource to an expert that could handle the intricacies of our overall management company. The Agile Fund Solutions team provides us a CFO and Controller that not only gives us peace of mind for our management company but also helps with one off requests regarding our diverse investment products. From handling invoices, payroll, cash maintenance, financial reporting as well as our recent audit requirement, they are attentive to the details and work as if a member of our own team. With a stable of CPA’s that mostly have buy side experience the Agile Fund Solutions team is able to answer questions off the top of their head, research anything needed, and think of our business as an extension of their own.