Case study
Business Service: Launch advisory services for emerging managers
Launch advisory services for emerging managers
Fund launch & outsourced CFO services.
Seasoned CFOs and financial staff for first time fund launches as well as mature asset managers
Overview
Our Fund Launch & Outsourced CFO Services
Petra’s CFO Services and Fund Launch Service model for middle and back-office operations allows GPs whether they are launching a first time fund or running a mature manager to tap the experience of a seasoned CFO on a full or part time basis so they can concentrate their efforts on essential activities such as fundraising, team building and growing investments in their portfolio companies.
Launch Advisory
Petra provides first time managers with a playbook and a thought partner to navigate those important months prior to a first closing. Petra’s Fund Launch team can assist new asset managers with everything from vendor selection, to investor onboarding and accounting buildout.
Outsourced CFO
Petra provides outsourced CFO resources to managers of all sizes to maintain books and records, manage vendor relationships, support the budgeting process and a host of other internal financial tasks.
