01
Current-state scorecard
Rate data ownership, daily reconciliation, accounting controls, reporting workflows, and management oversight against one consistent baseline.
The Alternative Fund Operations Readiness Workbook
Map where your operating model stands today, identify the controls that deserve attention, and leave with a focused plan for what to improve next.
Built for hedge funds, private equity, venture capital, family offices, fund administrators, and the service providers around them.
Inside the Workbook
A useful working session, not a generic e-book.
Each section is designed to create a decision your team can use. Complete it independently or work through it together with operations, finance, and technology stakeholders.
02
Control-gap prompts
Surface the handoffs, duplicate work, delayed checks, and provider dependencies that make a complete operational picture harder to maintain.
03
Shadow-to-primary decision guide
Clarify whether your team needs independent verification, a primary book of record, or a staged path that supports both.
04
90-day priority plan
Turn the assessment into owners, milestones, dependencies, and the first three improvements worth putting into motion.
Who It Helps
For teams making an operating-model decision.
The workbook works best when there is a real decision on the table: launching a vehicle, adding providers, replacing manual controls, improving investor reporting, or moving toward a primary book of record.
Send Me the Workbook-
COOs and operations leaders preparing for growth
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Finance teams tightening accounting and reporting controls
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Fund administrators standardizing repeatable client workflows
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Emerging managers designing their operating stack before launch