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Investment Funds

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Satisfy investors. Solidify your reputation.

A competitive market. Increasing regulations. Complex valuation issues. Transaction and tax structuring. These are a few of the challenges you face in working with investment funds. That’s where we come in. We have decades of experience serving various types of investment advisors and their funds, including private equity funds, venture capital funds, SBIC funds, fund of funds, hedge funds, mutual funds, real estate funds, and Cayman-registered funds.

No matter your location — or whether you have $20M or $3B in assets under management — our investment fund specialists are well-versed in the complex issues you face. From financial reporting, tax, and valuation services, to transaction advisory, consulting, and cybersecurity services, we have the expertise to assist you in reaching your goals.

Investment Funds Thought Leadership

  • Turning risk into opportunity: Five questions to ask
    Organizations make themselves vulnerable to risk in ways you may not have thought about. Are you vulnerable? Ask yourself these five questions.
    Doug Farmer Troy Snyder Jack Kristan
    Article December 20, 2019 8 min read
    Risk
  • CECL update: Insights and lessons learned from the field
    Join us on December 11 and 12 for a webinar in partnership with the Financial Managers Society (FMS) to hear CECL insights and lessons learned from the field with Plante Moran expert Ryan Abdoo.
    Ryan Abdoo
    Webinar Wednesday, Dec. 11, & Thursday, Dec. 12, 2019, 2-4 p.m. EST Four hour watch
    Business meeting with professionals watching presentation
  • Fair value disclosure changes: What does your investment fund need to adopt?
    It’s critical to stay current with fair value disclosure requirements and how they may affect your investment funds — especially when considering end-of-year financial statements. Here’s a recap of the disclosure changes.
    Joe Vloedman Michelle Donehoo
    Article November 15, 2019 3 min read
    Man sitting at a desk on his laptop
  • Is your IT department ready for the disruption ahead?
    Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.
    Marvin Sauer Judy Wright
    Article September 11, 2019 6 min read
    Man standing in back tech room

Seamless service

Each year, we conduct more than 400 investment fund audits and prepare more than 1,000 fund-related tax returns. We’re skilled in navigating complex fair value accounting frameworks, structuring tax-savvy transactions, and analyzing fund operating agreements. We’re also uniquely cross-trained in services that ensure efficiency, strong communication, and better end results for you and your investment funds, including risk mitigation, data security, due diligence, and more. We’ll listen to your concerns and goals, and we have the expertise to satisfy your needs — whatever they may be.

“Our team understands the expectations of your investors,” says Greg Rief, investment funds audit partner. “That’s why our goals are to be responsive, provide accurate and timely reporting, and coordinate an integrated approach with our clients. The better we work together, the more value we provide you. Time and again, our clients tell us we’re hitting the mark.”

Image of tow people greating each other
1 min read
IT due diligence for private equity group
Due diligence of IT processes and ERP systems aids private equity group’s acquisition of a $38 million software and accessories distributor.
Case Study May 31, 2017 1 min read
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1 min read
Buy side due diligence for manufacturer
Financial due diligence leads to successful price reduction for company acquiring a $50 million manufacturer.
Case Study May 31, 2017 1 min read

How can we help your business?

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