Fund Administration

To successfully raise and retain capital today, Private Equity Fund Managers need to reduce executional risk, improve compliance capabilities, and provide superior value to fund investors. That is exactly what our comprehensive, institutional-quality Fund Administration platform is designed to deliver.

Opportunity Zones: A Potential New Source of Affordable Capital for EB-5 Projects

2018 has been a watershed year in the history of the EB-5 program. Despite significant growth in investor subscriptions from emerging countries, China investor subscriptions continue to lag due to lengthening wait times as a result of retrogression. Based on recent legislative and regulatory reports, it is unlikely that there will be any relief through [...]

NES Financial to Speak on Establishing Industry Best Practices at Opportunity Zone Investing Conference

Last month, we introduced a purpose-built Opportunity Zone Fund Administration Solution to add to our lineup of award-winning financial administration services. On the back of this new service offering, we recently confirmed that Reid Thomas, Executive Vice President at NES Financial, will speak at the upcoming Opportunity Fund Investing Conference hosted by Community Development Corporation of [...]

Investing in Investor Relations: A Win-Win for GPs and LPs

As a fund manager you want to find investors, and enhance their experience, on all levels and at every stage. So let’s start at the beginning — you’ve won your investor over. Now comes nobody’s favorite part: the complex and often nettlesome process of onboarding and complying with numerous standards covering Anti-Money Laundering (AML) and [...]

Arcis Capital Partners LLC Taps NES Financial to Help Administer Its Fast-Growing, Diverse Portfolio

NES Financial has been selected by Arcis Capital Partners LLC (“ArcisCap”) as the third-party administrator for the firm’s real estate and hospitality, theater, media and entertainment and venture capital funds. A boutique merchant banking, investment management and advisory firm active in three vertical sectors — real estate and hospitality; theater, media and entertainment; and technology-centric venture [...]

NES Financial Introduces Opportunity Zone Fund Administration Suite

NES Financial has added a new, purpose-built fund administration suite to its current lineup of EB-5, 1031 exchange, and private equity solutions. The Opportunity Zone Fund Administration Suite leverages NES Financial’s award-winning eSTAC® administration technology to provide maximum security, transparency and compliance to the burgeoning Opportunity Zone Fund industry. Opportunity Zone Funds (OZFs) are qualified private-sector investment vehicles [...]

Opportunity Zone Funds: An enormous source of efficient capital dedicated to new economic growth

We’re witnessing the inception of an investment asset class and a potential game-changer: an innovative economic development program that is structured to simultaneously benefit struggling U.S. communities, developers, issuers, investors — and the nation at large. From 1990 to 2000, the U.S. economy added 20.6 million jobs, broadly distributed across the country. But since the [...]

Do You Own Data Security? Or Does It Own You?

NES Financial EVP and General Manager Dan Yoder discusses the multiple threats PE funds face today — and why picking the right partner is a key business priority. Let’s start with the 30,000-feet viewpoint. What are the security issues that are — or should be — keeping general partners up at night? Broadly speaking, you can break down the [...]

The Value of Engagement Management in PE Fund Admin [Video]

Today, we’re excited to bring you the first installment of a new video series we’re calling the “Executive Briefing.” In this short video, Will Lopez, Vice President of Engagement Management, talks about his reasons for joining NES Financial, the role that engagement management plays in private equity fund administration excellence, and how technological efficiencies make [...]

The Challenges and Rewards of International Fundraising for US Funds

Private equity funds have a business imperative to ensure the greatest possible access of capital and the highest level of operating efficiency — at the lowest risk to the fund and its partners. That’s why, in a highly competitive, rapidly changing global equity marketplace, many US fund managers are finding international fundraising a strategic necessity. Meanwhile, [...]

How NES Financial Helps Private Equity Funds Become More Successful

A conversation with NES Financial Senior VP of Sales Christian Lyndes For any financial service-oriented firm, sales are inextricably linked to the customer experience. For this reason, sales professionals are highly attuned to market, tech and compliance trends, as well as to the evolving needs of fund managers and general partners. They are well positioned [...]