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Our Vision
Our vision is to make Agile Fund Solutions the singular alternative to an inhouse compliance, operations and/or financial officer.
Our Mission
Our mission is to give portfolio managers a boutique, expertise led institutional platform that provides them peace of mind and allows them to concentrate on their investment portfolio, while also providing them options for building out the inside of their business as it scales.
Our Approach
Agile Fund Solutions delivers institutional-quality, customized and efficient solutions to hedge funds, private equity and venture capital funds, investment advisers, and family offices. Partnering with our clients, we take on select and comprehensive business responsibilities, from workflow and documentation through operating and financial management.
Agile Fund Solutions is fully committed to understanding the goals, issues, and unique business opportunities faced by each of our clients at any stage of their funds’ lifecycles. Going beyond traditional outsourced methodologies, we source the right team at the right time and tailor our solutions to deliver exactly what your firm needs to take the next step.
We are problem solvers, flexible enough to resolve a one-time issue or provide support on an ongoing basis.
Innovative Utilization Model for Strategic Growth Across a Funds’ Lifecycle
Agile Fund Solutions’ outsourced model helps clients aim higher and reach the next level of their business. We support firms moving through the range of AUM milestones, from $10mm to $75mm, $75mm to $250mm, $250mm to $750mm and beyond.
Our fully customizable solutions deliver efficient operational infrastructures-normally the full-time responsibility of a CFO/COO/CCO-almost instantaneously, and for a much smaller commitment of capital. Agile Fund Solutions' flexible operating paradigm allows our clients to choose only the services that are appropriate for their businesses, and we can expand or reduce services as their businesses grow.
Agile Fund Solutions' operational and accounting services range from staffing and workflow, to reporting and execution, and analytics and investor relations. Our platform and personnel give managers the back office operational support that institutional investors demand in today’s increasingly challenging and competitive capital-raising environment.
Agile Fund Solutions engagements have included partnering with start-ups and established funds, in addition to funds in liquidation.
Proven Experience and Financial Expertise in the Alternative Investment Space
Agile Fund Solutions brings invaluable hands-on experience and industry knowledge to each of our projects. As the former CFO/COO of $500mm+ AUM funds, our founder has hands-on experience running highly effective back office teams. Additionally our leadership team has built out operational, financial, compliance and accounting teams as well as playing key roles servicing funds collectively in excess of $25 billion. Agile Fund Solutions has proven experience with a wide range of investment strategies and types, including long/short equity managers, commodity pool operators, venture capital, private equity, emerging markets, direct investors and PIPE/privates managers. Agile Fund Solutions connects with our clients' visions for the future and helps them focus on growing their business.
In addition to outsourced CFO/COO/CCO services, we also provide comprehensive financial and operational fund services, including financial statement preparation, to domestic and offshore hedge funds, fund of funds, managed accounts, and related investments in the hedge fund space.
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Agile Fund Solutions has joined the E78 family of companies. CLICK HERE to learn more about how we're stronger than ever, with more services and solutions to drive our clients' success.