Funds

Fund Services

Fund Accounting

Accurate fund accounting underpins investor reporting, audits and regulatory compliance. Finstow provides accounting support tailored to fund structures and their reporting needs.

Overview

Financial Reporting for Fund Structures

Fund accounting requires attention to capital activity, portfolio valuations, fee calculations and period-end reporting.

Finstow supports fund managers and sponsors with bookkeeping coordination, management accounts, financial statements and the documentation needed for audits and investor reporting.

Services

What we cover

  • Bookkeeping

    Transaction processing, reconciliations and maintenance of fund accounting records.

  • Management Reporting

    Periodic accounts and financial information for managers, investors and advisers.

  • Year-End Reporting

    Coordination of annual financial statements and audit support documentation.

  • Capital Activity

    Support with subscriptions, redemptions and related capital account administration.

Clients

Who we support

  • Open-ended and closed-ended funds
  • Private equity and venture funds
  • Co-investment and feeder structures
  • Fund managers requiring outsourced accounting support

Approach

How we work

  1. Step 1

    Assess

    We review the fund's chart of accounts, reporting cycles and service requirements.

  2. Step 2

    Implement

    We establish accounting workflows and reporting timelines.

  3. Step 3

    Report

    We deliver ongoing bookkeeping, management accounts and year-end support.

Improve your fund reporting

Speak with Finstow about accounting and financial reporting for your fund structure.

Arrange an Initial Consultation