Consulting Services
How Our Team Can Help
Not every investment business is the same, so we customize our services to accommodate the specific needs and aspects of your fund and your team. As your business evolves, either with growth or through changes in staffing or support needs, SandsPoint can adjust the outsourced services we provide.
When unexpected needs arise, you have a firm that knows your business that can offer relevant consulting or advisory support.
Consulting
Consulting & Strategic Advisory
Private Equity & Real Estate Consulting
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Business Process Consulting
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Technology Project Consulting
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Private Equity & Real Estate Consulting
Our team has significant private equity and investment management experience, working for or servicing the largest platforms in the industry. Many engagements are subsets of the functions performed or expertise required for our outsourced services.
- Review legal documents and structure charts and plan operational and/or system setup
- Create complex calculation models
- Determine reporting needs at all levels/ in all areas and create reporting packages
- Review and abstract agreements
- Design and develop operational models
- Review or remediate existing models and historical calculations
- Populate and reconcile historical data in new models
- Create track record and develop investment level metrics
- Enhance real estate deal models
- Run scenario analysis
- Reconcile historical fund and investment cash flows to deal models
- Assess current services being performed by third-party administrator
- Recommend changes for future state model
- Recommend areas to outsource and prepare plan for implementation
- Assist in execution of onboarding or off-boarding of third-party administrator
- Redesign and re-onboard existing third-party administrator relationship
- Provide senior manager to lead and coordinate multi-party initiatives and complex projects
- Perform historical reconciliations and recalculations
- Perform work at SandsPoint offices with remote connection into client systems
- Review Limited Partnership, Side Letter and Fund documents to understand limited partner and fund terms
- Review fund and limited partner reporting to review fees incurred
- Build models to estimate fees (management fees, preferred return, incentive fees) and compare to actual
- Investigate any significant differences and work directly with the General Partner
Business Process Consulting
Experience is crucial to providing effective advice. The SandsPoint team has collective practical experience working in businesses like yours, including management and executive level roles of developing solutions and implementing change.
- Perform risk assessment, gap analysis, and/or efficiency analysis across current state operating platform
- Identify roles and responsibilities across a business and/or process
- Model current and future state process flows
- Create new processes or refine old processes for proper documentation
- Implement efficiencies and process improvements
- Identify process controls and implement testing
- Create, advise, and/or update client’s policies
- Refine and update existing procedures
- Document new procedures for a specific function or across a platform
- Review third-party provider services against client’s needs
- Identify roles of client and third-party provider
- Assess risks in operating model with third-party provider
- Provide recommendations for more effective operational models, policy/procedures and controls
- Stage and advise on new fund business setup
- Advise on restructuring of business platform
- Recommend operational changes to accommodate business growth or contraction
Technology Project Consulting
We have substantial technology implementation, operation and customization expertise, with exposure to many different fund structures through team’s experience at fund administrators and private equity firms.
- Convert historical data from any source (e.g., excel, another system, and fund administrator)
- Assess existing ledger software setup, present recommendations and implement/re-onboard to meet client needs
- Test system capabilities, review and reconcile results for system upgrades
- Configure reporting hierarchies, set up reporting needs, and create reporting packages
- Train employees on the system
Private Equity & Real Estate Consulting
Our team has significant private equity and investment management experience, working for or servicing the largest platforms in the industry. Many engagements are subsets of the functions performed or expertise required for our outsourced services.
- Review legal documents and structure charts and plan operational and/or system setup
- Create complex calculation models
- Determine reporting needs at all levels/ in all areas and create reporting packages
- Review and abstract agreements
- Design and develop operational models
- Review or remediate existing models and historical calculations
- Populate and reconcile historical data in new models
- Create track record and develop investment level metrics
- Enhance real estate deal models
- Run scenario analysis
- Reconcile historical fund and investment cash flows to deal models
- Assess current services being performed by third-party administrator
- Recommend changes for future state model
- Recommend areas to outsource and prepare plan for implementation
- Assist in execution of onboarding or off-boarding of third-party administrator
- Redesign and re-onboard existing third-party administrator relationship
- Provide senior manager to lead and coordinate multi-party initiatives and complex projects
- Perform historical reconciliations and recalculations
- Perform work at SandsPoint offices with remote connection into client systems
- Review Limited Partnership, Side Letter and Fund documents to understand limited partner and fund terms
- Review fund and limited partner reporting to review fees incurred
- Build models to estimate fees (management fees, preferred return, incentive fees) and compare to actual
- Investigate any significant differences and work directly with the General Partner
Business Process Consulting
Experience is crucial to providing effective advice. The SandsPoint team has collective practical experience working in businesses like yours, including management and executive level roles of developing solutions and implementing change.
- Perform risk assessment, gap analysis, and/or efficiency analysis across current state operating platform
- Identify roles and responsibilities across a business and/or process
- Model current and future state process flows
- Create new processes or refine old processes for proper documentation
- Implement efficiencies and process improvements
- Identify process controls and implement testing
- Create, advise, and/or update client’s policies
- Refine and update existing procedures
- Document new procedures for a specific function or across a platform
- Review third-party provider services against client’s needs
- Identify roles of client and third-party provider
- Assess risks in operating model with third-party provider
- Provide recommendations for more effective operational models, policy/procedures and controls
- Stage and advise on new fund business setup
- Advise on restructuring of business platform
- Recommend operational changes to accommodate business growth or contraction
Technology Project Consulting
We have substantial technology implementation, operation and customization expertise, with exposure to many different fund structures through team’s experience at fund administrators and private equity firms.
- Convert historical data from any source (e.g., excel, another system, and fund administrator)
- Assess existing ledger software setup, present recommendations and implement/re-onboard to meet client needs
- Test system capabilities, review and reconcile results for system upgrades
- Configure reporting hierarchies, set up reporting needs, and create reporting packages
- Train employees on the system
Contact Us Today
Interested in our services, applying for a position with SandsPoint Capital Advisors, or just have a general question?