Due to higher costs, maintaining an internal middle- and back-office has prompted private capital managers to seek alternative fund administration models. These models must allow managers to maintain control over their data while still reaping the benefits of partnering with a third-party fund administrator.
This white paper, created by Petra Funds Group—an expert in fund administration for private equity and debt funds—and FIS®, a global leader in financial technology, explores how private capital managers can unlock innovative technology designed to optimize their operations. By adopting a co-sourcing fund administration model, established managers can make their investment money work harder to streamline processes without sacrificing oversight, enabling smarter, more efficient fund management.
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In this episode of Fund Fanatics, Peter offers a candid perspective on what it takes to stay ahead in fund administration today—touching on everything from moving beyond the “status quo” mindset, to why the Partner vs. Vendor distinction matters more than ever, to how Petra’s DNA shapes the experience we deliver every day.
ILPA’s 2026 reporting templates are more than a formatting update. They require a fundamental shift in how GPs capture, classify, and report data. This article explores the operational challenges and why having a reputable fund administrator is critical to a smooth transition.
Petra Path is Petra Funds Group’s proprietary onboarding process designed to ensure seamless client transitions through structured data migration, cleansing, and validation.
At Petra Funds Group, internal accountability isn’t just a checkbox, it’s a core part of how we deliver exceptional service to our clients.