Co-investment administration became an immediate challenge for a private equity firm as it launched new vehicles for its Limited Partners. The firm lacked sufficient internal resources to manage investor onboarding, reporting, and compliance effectively. Without a scalable solution, this operational strain risked slowing growth and diminishing the investor experience.
CASE STUDY
Co-Investment Administration: How a Private Equity Firm Scaled Efficiently With Limited Resources
A $4.5B private equity firm streamlined co-investment operations using STP’s flexible platform—enabling investor onboarding, reporting, and growth.
The Challenge:
The Requirements:
The firm required a flexible and comprehensive solution to efficiently administer co-investment vehicles, ensuring that all investor-related functions—such as onboarding, reporting, and financial statement preparation—were seamlessly administered. The solution needed to be scalable to accommodate a variety of vehicles and nimble enough to adapt to future needs.
The Solution:
STP provided the firm with a tailored service agreement and fee schedule that could be easily scaled across multiple co-investment vehicles and updated as new structures were introduced. A key component of the solution was the development of a Manager and Investor Portal, which streamlined operations and helped eliminate inefficiencies. This technical infrastructure provided the firm with the tools necessary to manage investor interactions, reporting, and document delivery.
The Outcome:
By outsourcing the non-core administrative functions, the client was able to focus on their primary strengths of capital raising and investing, while ensuring that investors received the timely quarterly reports and annual documentation they needed. With these new processes in place, the firm now has the peace of mind that their co-investment operations are running smoothly and efficiently.
