The Phoenician

Industry Insights from Phoenix American

Examining the industry trends and operational challenges that face today's alternative investments and the services and technologies that support private equity and venture capital funds.

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April 11, 2024 in Blog, Fund Administration

How Fund Administration Works for Private Funds

What is Fund Administration? F und administration is the performance of back-office functions for an…
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April 4, 2024 in Blog, Fund Accounting

Fund Accounting for Complex Modern Funds

In the modern world of private investment funds, managing the complexities and operational demands can…
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March 28, 2024 in Blog, Transfer Agent

The Transfer Agent for 506(c) Funds

T he introduction of Rule 506(c) under the JOBS Act revolutionized how investment funds can…
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March 21, 2024 in Blog

The Evolution of 506(c): The Future of Fundraising

SEC Rule 506(c) was introduced on July 10, 2013, as part of the implementation of…
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March 11, 2024 in Blog, Investor Relations

Tax Document Production: An Investor Relations Priority

For private equity and venture capital funds, investor relations transcends mere communication. It is an…
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February 29, 2024 in Blog

Fund Administration and Key Person Risk

In the high-stakes environment of a private equity fund, the prowess of the investment team…
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February 22, 2024 in Blog

The Funds Advisors Are Looking For

Many new private fund sponsors are eager to distribute their offerings to the retail investor…
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February 15, 2024 in Blog, Fund Accounting

The Strategic Advantage of Expert Fund Accounting

In today's investment landscape, the nimbleness of a fund manager is more critical than ever.…
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February 8, 2024 in Blog

Advisors and Transfer Agents

Financial advisors who recommend private equity and venture capital investments to their clients are acutely…
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February 1, 2024 in Blog, Investor Relations

Investor Relations for Crowdfunding

Investor relations, a critical component for any investment fund, has special importance in the context…
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January 25, 2024 in Blog, Fund Administration

Compliance Confidence: A Strategic Advantage of Outsourced Fund Administration

The purpose of a fund administration provider is to maintain a professional and systematic back-office…
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January 18, 2024 in Blog

Managing Broker-Dealers: Distribution Partners for Private Funds

For private equity and venture capital funds looking to sell shares to retail investors, a…
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January 11, 2024 in Blog, Fund Accounting

The Reputational Benefits of Fund Accounting

In the high-stakes world of private equity, the role of fund accounting is pivotal. The…
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January 5, 2024 in Blog, Transfer Agent

Going Retail: The Transfer Agent for Retail Investor Funds

For retail investor funds, all the functions related to the back office have to be…
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December 28, 2023 in Blog, Investor Relations

Investor Web Portal Technology: Key to Investor Relations

Effective investor relations today must include a comprehensive investor web portal as investors increasingly expect…
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December 21, 2023 in Blog, Fund Administration

Fund Administration for Institutional Funds

Institutions are the largest and most demanding investors in alternative funds. These organizations pool large…
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December 14, 2023 in Blog, Fund Accounting

Venture Capital Fund Accounting: Part 3 – Considering the Costs

In considering a solution for fund accounting and back-office processes for your fund, It’s important…
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December 8, 2023 in Blog, Transfer Agent

Do You Really Need a Transfer Agent?

The Transfer Agent: An Essential Partner for Retail Investor Funds For private funds raising retail…
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November 30, 2023 in Blog, Investor Relations

Ten Ways to Encourage Reinvestments

For private equity fund managers, fostering reinvestment from existing investors is a nuanced task, deeply…
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November 16, 2023 in Blog

Custodians for Alternative Investments

The primary reason for an alternative investment fund sponsor to need a specialized alternative custodian…
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November 3, 2023 in Blog, Fund Administration

The SOC 1, Type II Audit of Fund Administration Processes

Fund administration firms play a crucial role in the financial industry, responsible for managing the…
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October 26, 2023 in Blog, Fund Accounting

Fund Accounting 101: Capital Activity

How to account for your capital flow, manage its movements and report on it with…
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October 19, 2023 in Blog, Transfer Agent

The Transfer Agent Through the Fund Lifecycle

A solid relationship with a quality transfer agent throughout the life of your fund is critical to…
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October 12, 2023 in Blog, Investor Relations

The 10 Key Touchpoints in Investor Relations

Once you have sold your investment product to a new investor, for years thereafter you…
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October 5, 2023 in Blog, Fund Administration

Taking on Tax Season: K-1 and 1099 Production for Private Equity and Venture Capital

Fund Administration for Tax Season Tax document production for alternative investment funds can be a…
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September 29, 2023 in Blog, Fund Accounting

Venture Capital Fund Accounting Part 2: Regulation and Reputation

As a venture capital manager, you understand the importance of fund accounting. The value, performance…
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September 22, 2023 in Blog, Transfer Agent

Focus on Fundraising: Your Transfer Agent and New Investors

There are numerous ways that a third-party transfer agent can increase the efficiency of your…
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September 14, 2023 in Blog, Investor Relations

Investor Relations for Every Investor Type

Investor relations for a private equity or venture capital fund is an intricate business. There…
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September 7, 2023 in Blog, Fund Administration

10 Reasons Why More Funds Are Outsourcing Fund Administration

In the early days of private equity and venture capital funds were small face-to-face partnerships…
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August 31, 2023 in Blog, Fund Accounting

Venture Capital Fund Accounting, Part 1: Supporting Your Success

The manager of a venture capital fund has one top priority, generating strong returns for…
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August 24, 2023 in Blog, Transfer Agent

Transfer Agent Case Study: Switching to a New Provider

There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications…
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August 17, 2023 in Blog, Investor Relations

Investor Relations for Your Fund

An effective investor relations team is an integral part of the back-office architecture of any investment fund…
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August 10, 2023 in Blog

The Fund Administration Landscape

There are many choices when considering a fund administration provider for your private equity or…
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August 3, 2023 in Blog

What is Fund Accounting? And What Should Fund Accounting Be?

Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so…
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July 27, 2023 in Blog

8 Advantages to Using a Transfer Agent

When forming a new investment fund, many managers little consider back-office considerations and dismiss the…
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July 20, 2023 in Blog

Building and Maintaining Investor Relationships

You may not interact personally with all of your investors but building and maintaining investor…
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July 13, 2023 in Blog

Fund Administration for Debt Funds, Part 2 – Systems & Experience

Increasing investor expectations and new government regulations are just some of the factors driving the…
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July 6, 2023 in Blog

Fund Accounting for Today’s Funds

Private equity funds have unique fund accounting challenges, the more so because no two private…
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June 29, 2023 in Blog

Beyond Transfer Agent Services

When you consider a working relationship with a transfer agent, the obvious considerations are the…
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June 22, 2023 in Blog

Investor Relations and New Investment Processing

New investment processing is all about efficiency and accuracy and an essential part of investor…
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June 16, 2023 in Blog

Fund Administration for Debt Funds: Part 1 – The Back-Office Partner

The trend toward outsourcing fund administration to a third party is growing across all asset…
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June 8, 2023 in Blog

Tax Season Take-Aways: Avoiding the Headaches – Part 2

Tax season is a challenge for fund managers. There are often multiple unexpected headaches with…
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May 25, 2023 in Blog

Straight-Through Processing, Transfer Agent Connectivity and Advisor Adoption

The transfer agent is an important part of the development of the alternative investment into…
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May 18, 2023 in Blog

Manager Survey: The Goal of Investor Relations

Phoenix American recently surveyed alternative investment fund managers on their attitudes toward investor relations. Whether…
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May 11, 2023 in Blog

50/20/30 is the New 60/40 – but Fund Administration is Key

The traditional investment portfolio allocation, 60% equities/40% bonds, is established wisdom for many investors and…
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April 27, 2023 in Blog

Succeeding at Scale: Fund Administration for Growing Funds

As the manager of an alternative fund, if you have done your job well your…
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April 7, 2023 in Blog

Tax Season Take-Aways: Handling the Headaches – Part 1

Fund Accounting and Tax Preparation Tax season can be a serious challenge for fund managers.…
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March 22, 2023 in Blog

4 Ways a Third-Party Transfer Agent Can Make You Money

In choosing a transfer agent, you have the right to expect a return your transfer…
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March 15, 2023 in Blog

The Investor Journey – Twelve Components of Investor Relations

The experience of investors during the life of their investment in an alternative fund goes…
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March 10, 2023 in Blog

The Economics of Fund Administration

The overall value of third-party fund administration can be measured in a number of different…
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March 2, 2023 in Blog

Sizing Up a Fund Accounting Firm – Part 1: History and Experience

You've already made a significant step toward a productive and compliant back office for your…
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February 9, 2023 in Blog

Your Shareholder Database: Maintaining Data Integrity

The most basic function of your transfer agent team is to maintain your shareholder database.…
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February 2, 2023 in Blog

Outsourcing Investor Relations: Quality, Effectiveness and Cost

For CFOs and fund managers, back-office efficiency and compliance are crucial. For investors, transparency and…
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January 19, 2023 in Blog

Fund Accounting Focus: Financial Reporting for Private Equity

When you begin working with a fund accounting provider, you want to know what to expect…
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January 5, 2023 in Blog

Focus on Fundraising: Fund Administration and Straight-Through Processing

Fund administration is an important aspect of the alternative investment industry, as it involves the…
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December 29, 2022 in Blog

The SOC 1, Type II Audit of Transfer Agent Processes

Atransfer agent’s clients rely on special systems and procedures to process and store sensitive data.…
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December 21, 2022 in Blog

Investor Relations Pitfalls, Part 3 – Communications

Investors are more demanding than ever before, have higher expectations and, because they have a…
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December 13, 2022 in Blog

Fund Accounting 101: Reporting Deliverables

You should be aware of what to anticipate from your fund accounting team and what…
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December 1, 2022 in Blog

Case Study: Transfer Agent Innovation Enables Private Investors in a Public Fund

By its strictest definition, a transfer agent is a neutral third-party organization that processes the transfer of…
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November 22, 2022 in Blog

Investor Relations Pitfalls, Part 2 – Controls

T here is more variety and competition among investment funds than ever before. Investors have…
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November 2, 2022 in Blog

Fund Accounting 101: The Way Tax Season Should Be

For alternative investment funds, tax season can be an onerous and distracting chore. With an…
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October 28, 2022 in Blog

The 4 Qualities That Matter In a Transfer Agent

Operational efficiency in your back office and full oversight and control over your investor and…
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October 25, 2022 in Blog

Investor Relations Pitfalls, Part 1 – Systems

More opportunities than ever before exist for investors. Many fund sponsors are vying for the…
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October 20, 2022 in Blog

Representing Fund Administration

The ADISA Annual Conference and Trade Show 2022 Industry engagement with the major trade organizations…
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October 4, 2022 in Blog

Risk, Reputation and the Role of Fund Administration

The world of private investment funds has radically changed over recent decades...
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September 28, 2022 in Blog

10 Ways Third-Party Fund Administration Saves You Money

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services,…
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September 23, 2022 in Blog

Fund Accounting 101: What is Fund Accounting?

Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment…
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September 22, 2022 in Blog

What Is a Transfer Agent?

In its most limited sense, a transfer agent is an agnostic third-party entity required to…
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September 14, 2022 in Blog

Investor Relations for Private Equity & Venture Capital

An effective investor relations team is an integral part of the back-office architecture of any…
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September 8, 2022 in Blog

Fund Administration, FactRight and Industry Engagement

As part of our commitment to providing top-quality fund administration for alternative investments Phoenix American,…
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October 6, 2021 in Blog

1031 Exchange Series: Life Science Properties & Opportunity Zone Investing

As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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September 17, 2021 in Blog

1031 Exchange Series: The Retail Apocalypse

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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August 18, 2021 in Blog

1031 Exchange Series: Preserving history while building for the future

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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August 4, 2021 in Blog

1031 Exchange Series: Legislative Clarity & Emerging Alternatives

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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July 21, 2021 in Blog

1031 Exchange Series: Biden’s American Families Plan and 1031

The Biden Administration is not the first to attempt to limit 1031 exchanges.
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July 14, 2021 in Blog

1031 Exchange Series: What is a 1031 Exchange?

As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…
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March 11, 2021 in Blog

Fund Accounting 101: Distribution Waterfalls

How investment returns are allotted to investors and management must be easy for investors to…
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July 20, 2020 in Blog

New Report: Venture Capital & COVID-19 Trend Outlook

We have published a new white paper examining the initial impacts of the COVID-19 pandemic…
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July 1, 2020 in Blog

What is the Impact of Covid-19 on CRE?

Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial…
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April 17, 2020 in Blog

How to Emerge From COVID-19 Stronger

The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for…
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