Investment Funds

Expertise

Trusted investment fund consulting services and assurance support

Investment fund sponsors operate in an increasingly complex environment. Regulatory demands, reporting requirements, and evolving market conditions require thoughtful guidance from advisors who understand the factors that shape fund performance.

Backed by more than 125 dedicated professionals and 25 years of industry experience, we support investment funds throughout the fund life cycle. Our specialists perform more than 900 investment fund audits annually, making us a top 15 auditor for investment funds in the United States — and No. 8 in the Midwest.* Our integrated tax and consulting services include financial reporting, tax credits and incentives consulting, tax planning and compliance, due diligence, transaction advisory, and cybersecurity services. We also provide comprehensive SOC 1 and SOC 2 reporting services to help portfolio companies demonstrate the integrity of internal controls, maintain regulatory compliance, and boost investor confidence.

Our diverse client base, whose assets under management range from $10 million to $50 billion, includes private equity, venture capital, real estate, hedge funds, litigation finance, SBICs, energy, and mutual funds, as well as family offices and funds of funds.

*According to data aggregated and published by Convergence.

Solutions

From compliance and reporting to growth and transactions, we’re ready to support you at every stage of the fund life cycle.

Stay informed on tax rates and policy changes

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Insights

More Insights

Soroban decided by 2nd Circuit, further narrowing the limited partner exception to self-employment tax

Article / 6 min read

When ASC 740 meets tax controversy: The life cycle of an uncertain tax position

Article / 17 min read

Limited partners get some clarity in self-employment tax dispute, but questions remain

Article / 6 min read

Group of tax professionals in a meeting.

How effective tax operations make investment funds more attractive

Article / 10 min read

Business professional looking at their computer.

Capital markets at the crossroads: IPO and SPAC readiness in 2026

Webinar / 1 hour watch

Navigating tax challenges with healthcare investments

Article / 14 min read

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Case Studies

SEE ALL CASE STUDIES

May 31, 2017

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 / 1 min read

May 31, 2017

Buy side due diligence for manufacturer

Financial due diligence leads to successful price reduction for company acquiring a $50 million manufacturer.

Case Study / 1 min read

June 23, 2016

Commercial and financial due diligence for private equity acquisition

Assessment of target’s management, operations, and sales divisions, along with market trends and customer research brings clarity to client’s purchase.

Case Study / 1 min read

Client Experience

Precision and personalization

Investment fund sponsors rely on us for guidance across their most important accounting, tax, and operational decisions, but an exceptional client experience requires something more. We deliver this by actively listening to your concerns and then designing a custom service model with your objectives and best interests in mind. From fair value accounting analyses and transaction structuring, to fund operating agreement reviews and compliance considerations, our consultants work together to provide coordinated support. For fund sponsors and portfolio companies operating across multiple jurisdictions, we help streamline reporting, compliance, transaction, and operational priorities through a single, unified team.

Karla Whittenburg, our investment fund practice leader, knows this makes a difference: “Just as investors have expectations of fund leadership, our clients have expectations of us. They expect transparency, timeliness, accuracy, and responsiveness. But, most of all, they expect value to be delivered. That’s what we strive for, and our growing client base tells us we’re achieving exactly that.”

Raquel Filmanowicz

Founder and Managing Partner, VC 414

As an emerging venture capital firm, we needed to quickly establish disciplined reporting, governance, and audit readiness while continuing to scale. We also needed a partner with deep industry knowledge who could provide guidance from the outset.
After evaluating several firms, we selected Plante Moran for their depth in investment funds and their collaborative approach that stood out from larger providers. During a recent audit, the team stayed organized, anticipated issues early, and provided clear guidance, creating a process that felt like an extension of our own team.
Since partnering with Plante Moran, we operate with greater confidence and focus. Stronger reporting, more efficient processes, and improved governance have helped reduce risk, while their responsiveness and deep understanding of the venture capital space allow us to stay focused on supporting portfolio companies and investors.
We would recommend Plante Moran to venture capital firms and emerging fund managers seeking a team that combines technical depth with practical, relationship-driven support. They’re more than a service provider — they’re a trusted partner helping us build a stronger, more scalable firm.