Blogs

Private equity (PE) and venture capital operate in complex, high-pressure environments every decision carries significant implications for performance and investor confidence. The Harvard Business Review highlights that nearly two-thirds of a venture-backed start-up fail to yield a positive ROI. For investors, even one underperforming portfolio company can damage fund performance and destroy LP confidence. That's why portfolio monitoring in VC and private equity is vital to investment administration. By monitoring portfolio companies, firms can proactively capture warning signs, direct management…...

The fund management industry is at an inflection point. Legacy frameworks are struggling to meet rising investor expectations. For instance, manual workflows increase the risk of error, and regulatory scrutiny continues to grow. Artificial intelligence (AI) is no longer experimental. It is being deployed across fund operations to improve accuracy, speed, and compliance readiness. Fund administration firms are investing in AI to improve operational efficiency and control costs. These adopters understand that accuracy, speed, and trust are foundational to fund…...

The fund administration industry is at a key turning point. Compliance requirements are increasing, margins are under strain, and investors anticipate real-time reporting. To catch up, several firms are shifting to AI in fund operations, a change that's already proving transformative. According to KPMG, 71% of organizations are utilizing AI in finance, with several reporting benefits including predictive power, more efficient processes, granular data analysis, and cost reduction. For fund administrators, AI offers a competitive advantage by increasing efficiency, reducing…...

The faster the current fund administration space becomes connected, the more vulnerable it becomes. Fund managers face escalating difficulties in managing large amounts of data and ensuring it moves securely between systems.  Fragmented structures and poor integrations are inefficiencies and vulnerabilities that can cost an organization penalties and investor trust. Secure data connectivity is thus critical for safeguarding investor data, staying compliant, and allowing timely decisions.  In this article, we uncover the trends driving data connectivity compliance and how to…...

In 2025, the pressure on GPs to navigate stricter global regulations is tighter than ever. With the total managed private market assets approximating $13.1 trillion and an over 20% annual growth since 2018, regulators are responding with sharper scrutiny.  They are cracking down on ESG disclosures, cross-border fund compliance, investor protection, and AML/CFT standards. These regulatory updates for GPs in 2025 signal a call to action. Therefore, GPs must view compliance as a key strategic pillar for fund governance. In…...

Regulations surrounding GPs are tightening globally. Firms are now being extensively scrutinized across ESG, tax reporting, cybersecurity, and LP transparency benchmarks. PE firms even face stricter regulatory scrutiny, especially within the diligence and portfolio oversight phase.  The question is, are GPs sufficiently prepared? Surprisingly, 45% still struggle to understand and execute new regulations. GPs should not just leave compliance to marginal operations. They need to be proactive and have well-aligned systems. Otherwise, they risk litigation liability, erosion of investor trust,…...

Regulatory compliance is one of the leading operational struggles for GPs. With strict international standards and limited partners expecting more transparency, maintaining a competitive edge is critical.  In a 2025 survey, 85% of executives reported that compliance demands have become more complex within the past three years, emphasizing the magnitude of the struggle now faced by fund managers.  Regulatory gaps can result in financial penalties, reputational risk, and a delayed audit for GPs. To stay ahead, firms should rethink their…...

The Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) are international structures established to improve tax transparency and prevent cross-border tax evasion. FATCA, enacted in 2010, requires financial institutions to report data on United States account holders.  On the other hand, CRS was developed by the OECD, expanding the FATCA model. It helps participating countries to exchange data automatically. FATCA/CRS reporting is mandatory for financial entities and fund administrators. These regimes entail strict reporting requirements, progressive…...

The Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) are key global mandates steering how financial institutions address tax compliance. These frameworks require banks, fund managers, and service providers to identify and report the tax residency of account holders to tax authorities. Why does this matter? Because non-compliance can spark crippling fines, reputational damage, and regulatory audits that persist beyond a penalty notice. For cross-border financial institutions, these structures are foundational to doing business, not optional.…...

Each year, tax evasion costs governments an estimated $492 billion globally. To create more financial transparency governments and regulators have implemented policies to ensure individuals and entities disclose their offshore assets and income to tax authorities.  Central to these changes are the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). These frameworks require financial institutions (FIs) and fund managers to determine, record, and submit information on account holders who may be tax residents in other jurisdictions.…...