Outsourced CFO support

Outsourced Hedge Fund CFO Support for Emerging Managers

HedgeArc performs the recurring middle-office, back-office, fund-oversight, and management-company work that emerging managers often seek from an outsourced CFO—through documented processes and proprietary software.

An important distinction

We perform the work without taking the formal CFO title.

HedgeArc is not appointed as the manager's formal CFO or CCO. We define and perform an agreed middle- and back-office scope, coordinate with the fund's providers, and create operating infrastructure that a future internal CFO can inherit.

01

Support area

Fund oversight

Administrator NAV review, reconciliations, pricing and valuation exceptions, fee and allocation review, and capital-activity oversight.

  • Performed through HedgeArc software
  • Documented review and ownership
  • Designed for continuity and handoff
02

Support area

Management-company finance

Accounting workflows, expense approvals, vendor reporting, budgeting, cash forecasting, and audit and tax coordination.

  • Performed through HedgeArc software
  • Documented review and ownership
  • Designed for continuity and handoff
03

Support area

Operating infrastructure

Documented procedures, operating calendars, responsibility matrices, provider coordination, and institutional diligence readiness.

  • Performed through HedgeArc software
  • Documented review and ownership
  • Designed for continuity and handoff
04

Support area

Internal-CFO transition

Organized records, working software, documented controls, training, and a planned handoff to the manager's future internal finance team.

  • Performed through HedgeArc software
  • Documented review and ownership
  • Designed for continuity and handoff

Built to transition

Support the manager now. Prepare the internal CFO for later.

Software used for the service engagement is included at no additional software charge. If the manager hires an internal CFO, the team may continue using the HedgeArc platform under an annual license instead of rebuilding the operating environment.

Frequently asked questions

01

Is HedgeArc the fund manager's formal outsourced CFO?

No. HedgeArc is engaged to perform defined middle- and back-office services and is not appointed as the manager's formal CFO, CCO, auditor, administrator, legal counsel, or tax adviser.

02

Why call this outsourced CFO support?

Emerging managers often use that phrase when searching for recurring fund oversight, management-company finance, operational controls, provider coordination, and reporting support. HedgeArc performs many of those underlying functions within a clearly defined service scope.

03

Is the software included?

Yes. Software used to perform the agreed service scope is included at no additional software charge while HedgeArc is engaged.

04

What happens when an internal CFO is hired?

The manager can transfer the operating responsibilities, history, controls, and software to the new internal team. Continued software use is optional and available under an annual license.

HedgeArc Fund Solutions

Discuss the work your firm needs performed.

Call 201-355-5800 or tell us about your fund structure, providers, internal resources, and recurring operating requirements.

Contact HedgeArc