Having the right operational model is a critical factor for ensuring your funds not only compete, but excel in complex global markets.
Maximum operational efficiency in your back-office and full oversight and control over outsourced transfer agent functions sets your funds up for success. But in today’s alternative investment environment your transfer agent services platform needs to be flexible and versatile. You need customized transfer agent services support whether your capital is coming from retail investors, institutions, crowdfunding or general solicitation. A transfer agent services model that can customize, scale and adapt as your business does is essential.
At Phoenix American, you benefit from the specialized expertise and technology innovations you need to build a scalable, efficient, and resilient transfer agent services architecture. We understand that a transfer agent services capability that spans the universe of alternative investments gives clients the option to pursue opportunities an any fund structure, asset class or capital raising strategy.
We provide industry-leading transfer agent services to the full range of private investment fund strategies, structures and asset classes. Venture capital, private equity, real estate, commodity pools and debt funds all come with administrative complexities and transfer agent service challenges requiring a specially tailored approach.