Case Study | The Switch: A Facilitator of Growth

Updated on: April 13, 2023

How to Quickly Scale Private Equity Operations

Choose a fund administrator that can tailor processes to your growth

Not all fund administrators are built alike.

Many lack the resources to adequately enable the rapid growth of some of their private equity clients. One of these companies in particular turned to Gen II to help.

This client’s previous fund administrator employed too small a staff, and its systems weren’t robust enough to meet the needs of the sponsor, which was scaling quickly. 

Freeing funds to accelerate investment

Soon after switching to Gen II, our staff found that, in some cases, the general ledger lacked sufficient explanations and supporting documentation. Gen II went to work to collect the necessary data and then implemented a strategy that freed sponsors to accelerate their pace of investment and fundraising.

In the past three years, our client has attracted twice the number of investors, and commitments to the client’s latest fund have surpassed $4 billion.

For more about how Gen II helps enable their client’s growth, read our report:  The Switch: A Facilitator of Growth.

Published on: March 2, 2022