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Fund Administration Services

Trust the numbers.
Then let your investors see them.

Third-party fund administration and outsourced fund accounting for hedge funds, private equity, and real estate — NAV calculation, reconciliation, tax, and investor & transfer agency services — delivered through a live investor portal your LPs actually log into.

★★★★★4.9 / 146 reviews SOC 2 certified 100% client retention
Fund administration desklive
NAV calculationdaily · T+0
Cash & position recon99.6%
Investor statementson-time
Multi-currencyUSD/EUR/+
Audit supportfull
Illustrative service levels — configured to your fund structure.

Fund administration is a third-party service that handles the operational, financial, and regulatory back-office of an investment fund — fund accounting, NAV calculation, financial reporting, investor and transfer agency services, regulatory and tax support, and daily reconciliation. InvestorPortaLPro provides outsourced, third-party fund administration and fund accounting services for hedge funds, private equity, venture capital, and real estate — the difference being that our fund admin services are delivered through the same investor portal your LPs log into, so the back office and the investor experience are one system, not two.

Third-party fund administrationOutsourced fund accountingNAV calculationInvestor & transfer agencyRegulatory & tax reportingDaily reconciliation
Accounting services

Investment accounting, engineered for accuracy at scale.

In a highly regulated, global marketplace with an expanding array of asset classes, IPP delivers comprehensive, integrated accounting solutions that streamline operations and accelerate even the most challenging global accounting processes — with the flexibility to meet your structure and the scalability to grow with you.

What we handle

A complete administration desk, fully managed.

A partial list of the services and solutions IPP provides — every item below flows straight into the investor portal your LPs log into, so the work and the experience are one system, not two.

Risk reportingSentinels of security — reports that illuminate the path forward for informed decisions.
Income & expense accrualsAccruals timed flawlessly so the rhythm of the books never misses a beat.
Full support to fund auditorsMeticulous data accessibility and documentation that makes audit season painless.
NAV calculationsNet asset value with intuitive online access — real-time insight, not a monthly mystery.
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Tax reporting solutionsComprehensive tax reporting that turns compliance into an art rather than a puzzle.
Books & recordsMaintenance of the funds' books and records — the bedrock sound decisions are built on.
Consistent valuation policiesValuation applied consistently, chiseling out a reputation for dependability.
Investor & transfer agencyFull investor and transfer agency services that make the investor experience one of care.
Data & pricing vendorsAccess to multiple data and pricing vendors, enriching every decision with breadth.
Investor communicationsResponsive handling of all investor communications — queries met with alacrity.
On-time statementsInvestor statements delivered to managers punctually, every cycle.
Customized report suiteA full suite of reports tailored to your requirements — your narrative, uniquely yours.
Cayman registered officesCayman registered offices and corporate secretarial services.
Global regulatory complianceGlobal regulatory compliance reporting solutions and services.
Financial statementsPreparation assistance for semi-annual and annual financial statements.
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Onshore & offshore statementsTimely, web-based investor statements that transcend borders for a global investor base.
Subscriptions & redemptionsTimely, accurate processing of investor subscriptions and redemptions.
Post-trade automationAutomated support of post-trade activities, from trade entry through accounting.
Daily reconciliationDaily recon of all cash and security balances to prime brokers and counterparties.
Online investor portalA web portal for all investor communication, performance data, and NAV transparency.
Built for your asset class

Administration specialized to your strategy.

Front-to-back technology solutions delivered through native cloud applications — tuned to the operating realities of each strategy.

The IPP difference

The administrator whose work ships
inside the investor portal.

Most fund administrators hand you a spreadsheet and a PDF. We run your accounting and the portal your investors log into — so NAVs, capital accounts, statements, tax documents, and performance data flow straight to LPs with no re-keying, no separate vendor, no gap between the back office and the investor experience.

Full accounting-systems integration for in-house or third-party platforms including Investran, FrontInvest, FrontGP, Geneva, and AdvisorWare — with unlimited users and a price that never increases.

5
accounting systems integrated out of the box
users & bandwidth — no per-seat fees
SOC 2
certified, SEC 17a-4(f) compliant
100%
client retention to date
Beyond administration

The full back office, under one roof.

Fund administration FAQ

What managers ask before they switch.

What is fund administration?

Fund administration is a third-party service that handles the operational, financial, and regulatory back-office work of an investment fund — including fund accounting, NAV calculation, financial reporting, investor and transfer agency services, regulatory and tax support, and reconciliation. Outsourcing these functions lets fund managers focus on investing while investors gain independent oversight and transparency.

What is third-party fund administration?

Third-party fund administration is the outsourcing of non-investment operations — accounting, reporting, investor servicing, regulatory compliance, capital calls and distributions — to an independent specialist provider. Investors increasingly prefer an independent administrator for accurate, reliable NAV calculation and proper segregation of duties. InvestorPortaLPro provides third-party fund administration for hedge funds, private equity, and real estate, integrated with a live investor portal.

What fund admin services does InvestorPortaLPro provide?

Fund accounting, NAV calculations with online access, financial statement preparation, full investor and transfer agency services, daily reconciliation of cash and security balances to prime brokers and counterparties, tax reporting, audit support, capital call and distribution processing, and a live investor web portal for performance data and supplemental NAV transparency reporting.

Which funds use fund services like these?

Hedge funds, private equity and venture capital funds, real estate and real-asset funds, private debt funds, fund administrators, and registered funds. InvestorPortaLPro delivers specialized administration tuned to each strategy rather than a one-size-fits-all back office.

How is InvestorPortaLPro different from other fund administrators?

We run your fund accounting and the investor portal your LPs log into, so NAVs, capital accounts, statements, and tax documents reach investors with no re-keying and no separate vendor. We integrate with Investran, FrontInvest, FrontGP, Geneva, and AdvisorWare, offer unlimited users at a price that never increases, and are SOC 2 certified with 100% client retention to date.

Let's talk

Start a conversation with our team.

Share your goals and a member of our team will get back to you. We value your privacy and never sell or share your information with third parties.

★★★★★4.9 · 146 reviews · SOC 2 certified
All fields secure, and kept private.