Transfer Agent for Private Equity and Venture Capital – A Valuable Back-Office Ally
Failure to perform transfer agent processes professionally can make the difference between large number of investor referrals and being unable to raise sufficient funds.
Emerging private equity and venture capital managers have the wind at their backs. Private equity and venture capital have exploded in popularity and the alternative investment sector as a whole is drawing in more money than ever before. The back-office needs of more offerings are being met by third-party transfer agent providers than ever before. As a consequence, there are more new transfer agents entering the industry than ever before. The best transfer agent firms have a long track record of outstanding performance, stringent regulatory compliance procedures and a dedication to transparency and customer service.
Most investors now regard emerging managers, spin-offs, and first-time funds to be credible possibilities for their portfolios. Previously, these managers were perceived as too risky for conservative investors. Those perceptions have changed but outsourced transfer agent services are considered a key bona fide for serious emerging fund managers. To take advantage of the vital opportunity of investor demand, emerging managers must demonstrate that they not only have a compelling investing thesis but also the transfer agent and administration infrastructure to back it up.