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BlackpeakCFO Fractional Controller & CFO
Fund Administration

Institutional Fund Administration.
Without the Institutional Price Tag.

ACMA CGMA with direct fund administration experience — Arle Capital Partners (formerly Candover Partners) and Leaf Clean Energy Company. NAV calculations, LP reporting, waterfall modeling, and carried interest tracking for PE and VC fund managers across the US and UK.

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No contracts · ACMA CGMA · Ex-Arle Capital Partners · US & UK fund structures

Fund Accounting & Administration Services

Institutional-quality outsourced fund accounting — from capital call to distribution.

NAV Calculation & Fund Accounting

Monthly or quarterly net asset value calculations with full portfolio valuation support. Capital account maintenance, partner allocations, and fund-level financial statements prepared to GAAP/IFRS standards.

Capital Calls & Distributions

Capital call notices, distribution calculations, and LP commitment tracking. Every call reconciled to the LPA terms. Overcall facilities, recycling provisions, and equalization interest handled correctly.

LP Reporting & Investor Statements

Quarterly LP statements with capital account summaries, IRR, MOIC, DPI, and TVPI. Commitment tracking, distribution history, and remaining unfunded obligations. The reporting institutional LPs expect.

Waterfall & Carried Interest

European and American waterfall modeling. Preferred return hurdles, GP catch-up, carried interest allocation, and clawback tracking. Management fee offsets calculated at each distribution event.

Fund Performance Reporting

Gross and net IRR, MOIC, DPI, TVPI, and RVPI — calculated at the fund, vintage year, and individual deal level. J-curve analysis, PME benchmarking, and attribution reporting for GP and LP consumption.

Multi-Entity & Cross-Border Structures

GP/LP entity consolidation, Cayman feeder structures, and multi-currency reporting across US and UK jurisdictions. Intercompany eliminations, transfer pricing, and consolidated fund-level financials.

Cap Table & Management Fee Calculations

Portfolio company cap table management, management fee calculations tied to committed or invested capital, fee offset provisions, and organizational expense tracking across the fund lifecycle.

Regulatory & Compliance Support

SEC Form PF data preparation, FCA regulatory reporting support, audit-ready working papers, and K-1/tax allocation schedules. Compliance frameworks for both US and UK registered fund managers.

Why BlackPeak for Fund Administration

Typical Fund Admin Provider
BlackpeakCFO Fund Administration
Junior staff rotate every 12 months
Senior ACMA CGMA with direct Arle Capital Partners fund admin experience
NAV delivered 45+ days after quarter end
NAV and LP statements delivered within 30 days — every quarter
$15K–$40K/month for a Big 4 or large admin
From $2,995/month — institutional quality at emerging manager pricing
US-only or UK-only — cross-border is extra
US and UK fund structures handled natively — no surcharge for cross-border

Fund Administration Pricing

Transparent pricing. No long-term contracts. Month to month.

Emerging Fund
$2,995/mo

Single fund, emerging managers launching Fund I or II.

  • Quarterly NAV calculations
  • Capital call & distribution processing
  • Quarterly LP statements
  • Fund performance reporting (IRR, MOIC)
  • Management fee calculations
  • Audit-ready working papers
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Most Popular
Growth Fund
$4,995/mo

Multi-fund managers with growing LP base and complex waterfalls.

  • Everything in Emerging Fund, plus:
  • Monthly NAV calculations
  • Multi-fund administration
  • Waterfall & carried interest calculations
  • Investor portal support
  • Full performance metrics (DPI, TVPI, RVPI)
  • Monthly strategy call
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Institutional
$7,995/mo

Complex structures, cross-border funds, and regulatory reporting needs.

  • Everything in Growth Fund, plus:
  • Cross-border US/UK fund structures
  • Carried interest & clawback tracking
  • SEC Form PF & FCA reporting support
  • Multi-currency consolidation
  • K-1 and tax allocation schedules
  • Unlimited strategy and LP calls
Book a Discovery Call

Get Your Fund Administration Right From Day One.

30-minute call. We'll review your fund structure, assess your current reporting, and tell you exactly what institutional-quality fund administration looks like for your fund. No pitch — just clarity from someone who's done it at Arle Capital Partners.

Book Your Free Call → Take the Assessment

+1 (347) 486-4497 · stuart@blackpeakcfo.com

Frequently Asked Questions

How is outsourced fund administration different from using a Big 4 firm? +

Big 4 fund administrators charge $15K–$40K per month and assign junior staff who rotate every 12 months. You get a process, not a person. With BlackpeakCFO, Stuart Wilson — an ACMA CGMA with direct fund administration experience at Arle Capital Partners — handles your fund accounting personally. Institutional-quality NAV calculations, LP reporting, and waterfall modeling at a fraction of the cost.

Can you handle both US and UK fund structures? +

Yes. Stuart has direct experience with cross-border fund structures, having worked at Arle Capital Partners (London) and administered the Leaf Clean Energy Company fund. We handle US LP/GP structures, UK limited partnerships, Cayman feeders, and multi-currency consolidation across jurisdictions — with full understanding of both SEC and FCA compliance frameworks.

What fund performance metrics do you calculate and report? +

We calculate and report IRR (gross and net), MOIC (multiple on invested capital), DPI (distributions to paid-in), TVPI (total value to paid-in), and RVPI (residual value to paid-in). All metrics are calculated at the fund level, vintage year, and individual investment level. LP statements include capital account summaries, commitment tracking, and distribution history.

Do you handle carried interest and waterfall calculations? +

Yes. We model European-style (whole fund) and American-style (deal-by-deal) waterfall structures, including preferred return hurdles, GP catch-up provisions, and clawback tracking. Carried interest is calculated at each distribution event and reconciled quarterly. We also track management fee offsets and GP commitment co-investment.

When should an emerging fund manager bring in outsourced fund administration? +

Ideally before your first capital call. LPs expect institutional-quality reporting from day one — even from a Fund I. If you're preparing to raise, already managing capital, or transitioning from a deal-by-deal model to a commingled fund, you need proper fund accounting infrastructure. Starting right avoids expensive remediation later when auditors or institutional LPs demand it.

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