Happy one-year anniversary to Mel Sutton and congratulations on scaling ALTALLO to a truly global alternative investments ecosystem. The fact that so many milestones have been achieved in such a short amount of time speaks to the effectiveness and timeliness of the platform.

As investor expectations continues to rise and the challenges to differentiate intensify, fund managers who combine innovative technology with scalable, institutional-grade infrastructure and risk management will have a long-term competitive edge.

Opus Fund Services is proud of our fund administration partnership with Regents Gate Capital and to have been an early adopting member of ALTALLO.

Please read more about the impactful networking connections ALTALLO delivers here: https://www.prnewswire.com/news-releases/altallo-celebrates-one-year-of-milestones-pairing-regents-gate-capital-and-opus-fund-services-302634467.html?tc=eml_cleartime

"Our current administrator just makes us feel like a number”
With the increasing prioritization on profit over service, fund managers have never been more frustrated from a lack of personalized service and proactive support from their administrator. High turnover, inexperienced coverage teams, delayed response times, and poor investor experiences are all reasons we hear when fund managers choose Opus when upgrading their administrator experience.

Laura Clarke, Vice President of Client Solutions, shares why clients feel like valued partners at Opus and how every client receives a dedicated Client Relationship Manager with a deep understanding of their business and investor requirements.

Clear accountability. Timely answers. And long-term, trusted relationships.

Opus. Engineered for Growth.

For many fund managers, upgrading their administrator will result in improved client service, more institutionalized operations, and enhanced investor experiences. Unfortunately, fund managers will often suffer the status quo because of the perception that changing administrators is a risk.

Erin Rhindress, Senior Vice President of Implementation, explains why with Opus Fund Services, conversions don't have to be painful. In fact, Opus has successfully converted over 500 funds of all strategies, while earning a perfect score for Onboarding in the recent Global Custodian Survey.

Tenured, experienced teams. Strong project management. Clear communication. And a fully transparent, proven conversion process.

Opus. Engineered for Growth.

At a time when legacy fund administration still relies on manual, spreadsheet-based workflows, how does Opus Fund Services have the scale to provide individualized attention for each client?

Stephanie Lavin, Senior Vice President, shares how a day in the life of an Opus fund accountant is not what you'd think. And how the unexpected results in consistent, timely, accurate NAVs.

Experienced accountants, using good judgement, empowered by intelligently automated technology.

Opus. Engineered for Growth.

The status quo is no longer acceptable. Legacy fund administration is failing to keep pace with the needs of fund managers to do more with less, as well as with the ever-increasing standards of their investors.

Geoff Appleby, EVP of Enterprise Architecture at Opus Fund Services, shares how the Opus platform is engineered differently - so we continuously evolve with the industry and remain the best long-term partner for our clients.

Dynamically simple, exponentially scalable, intelligently automated.

Opus. Engineered for Growth.

Opus Fund Services is excited to share we’ve been awarded “Best administrator: Technology” by With Intelligence in the HFM US Services 2025 Awards.

We appreciate their recognition of our industry-first Digital Back Office, which pioneers the use of intelligent automations to mitigate operational risks and enable us to get things right, faster, in new ways that free our teams to provide the proactive client service traditional administration cannot.

We’re also thankful for our clients, who help us continuously evolve our award-winning platform with their feedback and insights, and proud to increasingly be the administrator of choice for fund managers of all strategies who value a tech-forward, scalable partner that keeps pace with their growth.

With Opus, managers at every stage can benefit from our proprietary institutional-quality infrastructure, engineered to meet the highest standards for controls, cybersecurity, and data privacy. Plus, the transparency and on-demand reporting to satisfy the more rigorous investor expectations.

Opus. Engineered for Growth.

Emerging managers have never been under such pressure to do more with less and find new ways to stand out in an increasingly challenging capital raising environment.

“Engineered for Growth” is an exclusive Opus Fund Services live event for emerging managers of all strategies looking to gain a competitive edge in raising institutional capital and meeting the highest investor due diligence standards.

To learn more, contact: marketing@opusfundservices.com or click here to register online: https://lnkd.in/ebNRd2dZ. Please note seating is limited and reserved for fund managers only.

We’re proud to host this interactive session with five of the alternative investment industry’s top experts in fund marketing, performance reporting, and institutional due diligence. Thank you Kunimi Kawamura John Ward Jason Plawner, CFA Matt Auriemma Shivani Choudhary, CFA, CIPM for your time and insights, and we look forward to your participation.

Join us for an afternoon of valuable insights, lessons learned, and networking cocktails!

Wednesday, October 29th | Panel: 3:00-4:30pm EST & Cocktails 4:30 to 6:00pm.
The Harvard Club of New York | 35 West 44th Street

Opus Fund Services is excited to welcome Matt Auriemma to our upcoming "Engineered for Growth" event for emerging managers. Matt will be joining a roundtable of six industry experts, all sharing their insights and best practices for helping funds of all strategies tell their best stories, attract institutional capital, and shine during operational due diligence.

Matt is a Director at HighWater Limited, a leading independent provider of corporate governance and director services to hedge and private equity funds and investment managers. Prior to joining HighWater, Matt held the role of Senior Managing Director and Global Head of Operational Risk Management at UBP Asset Management. He was a member of the Manager Selection Committee where he had veto rights over all alternative investment allocations. Before joining UBP, Matt developed the hedge fund operational risk platforms for Barclays Wealth, Barclays Global Investors and Bank Julius Baer. Matt has also held senior positions in hedge fund operations at Reservoir Capital Group and AQR Capital Management. Matt has a BS degree in Accounting from St. John’s University and is a Certified Public Accountant in New York State.

“Engineered for Growth” is an interactive live event exclusively for emerging managers looking to gain a competitive edge while successfully navigating today’s capital raising landscape at a time of increasingly demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

To learn more, contact: marketing@opusfundservices.com or register online: https://lnkd.in/ebNRd2dZ

Opus Fund Services is excited to welcome Jason Plawner, CFA to our upcoming "Engineered for Growth" event for emerging managers. Jason will be joining a roundtable of six industry experts, all sharing their insights and best practices for helping funds of all strategies tell their best stories, attract institutional capital, and shine during operational due diligence.

Jason is Head of Investments at Old City Investment Partners, overseeing investment analysis and due diligence across the firm’s asset management and capital raising activities. Prior to Old City, Jason was an Investment Officer at Weizmann Global Endowment Management Trust, where he invested globally across strategies and asset classes, and at Goldman Sachs as an equity research analyst. Jason graduated with honors from Northeastern University and holds the Chartered Financial Analyst designation. Old City Investment Partners is a leading placement agent specialist, identifying high-quality alternative investment sponsors for a growing investor base of family offices and institutions.

“Engineered for Growth” is an interactive live event exclusively for emerging managers looking to gain a competitive edge while successfully navigating today’s capital raising landscape at a time of increasingly demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

To learn more, contact: marketing@opusfundservices.com or register online: https://lnkd.in/ebNRd2dZ

Accelerate your fundraising with a robust no-cost, high-value CRM.

Opus Fund Services helps fund managers of all strategies to attract capital faster with one centralized CRM solution to manage prospects and investor relationships, streamline communications, and deliver personalized investor experiences at scale.

Designed to give fund managers an edge in today’s challenging capital raising environment:

• Complete lifecycle transparency, from initial engagement to subscription

• Replace frustrating email-based communications and error-prone spreadsheets

• One place for all investor information, communications, transactions

• Launch precisely tailored campaigns to investor segments in just a few clicks

• Cloud & AI-native platform meeting highest cyber & data security standards

Not just a database, the Opus CRM is fully integrated with our institutional-grade fundraising toolkit, Opus Connect. Digital subscriptions, real-time cap tables, digital capital calls, and unlimited data rooms, plus a world-class investor portal. A new and better way to convert your prospects into long-term investor relationships. 

Opus. Engineered for Growth.

Opus Fund Services is excited to welcome John Ward to our upcoming "Engineered for Growth" event for emerging managers. John will be joining a roundtable of five industry experts, all sharing their insights and best practices for helping funds of all strategies tell their best stories, attract institutional capital, and shine during operational due diligence.

John brings over 35 years of financial and investment experience to our panel and is the Co-Founder of Illume Partners LLC. John specializes in the evaluation of operational risks of hedge funds, crypto funds, private equity funds, venture capital funds, real estate funds, and private credit funds covering both large institutional investment advisors and emerging managers. John works with endowments, foundations, pensions, sovereign wealth funds, and family offices to undertake investment and operational due diligence related projects and has performed operational risk assessments on some of the largest and most complex funds and management companies. Prior, John has held senior roles with Kroll, Gottex Fund Management, and Nomura. John earned a B.A. in Finance & Marketing from the University of Florida and is a Certified Due Diligence Analyst (CCDA).

"Engineered for Growth" is an interactive live event exclusively for emerging managers looking to gain a competitive edge while successfully navigating today’s capital raising landscape at a time of increasingly demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

To learn more, contact: marketing@opusfundservices.com or register online: https://lnkd.in/ebNRd2dZ

Elevate your fundraising with unlimited virtual data rooms.

Opus Fund Services helps fund managers of all strategies tell their best story and build investor confidence at each phase of the investor lifecycle. In a competitive capital-raising environment, Opus Manager Data Rooms enable fund managers to provide an institutional-quality experience for their investors, removing all the friction from the traditional due diligence process and beyond:

• Unlimited configurable virtual data rooms for any use case

• Securely centralize and share sensitive fund information

• Easily send investors personalized invitations with 1 click

• Seamlessly permission contacts to access tailored rooms

• Gauge investor engagement with real-time transparency

Fully integrated within our fundraising toolkit, Opus Connect, which includes digital subscriptions and capital calls, Manager Data Rooms are just one example of how Opus makes it simpler and faster for fund managers to convert their prospects into long-term investor relationships.

Opus. Engineered for Growth.

Opus Fund Services is excited to welcome Kunimi Kawamura to our upcoming "Engineered for Growth" event for emerging managers. Kunimi will be joining a roundtable of industry experts, all sharing their insights and best practices for helping funds of all strategies to tell their best stories and attract institutional capital.

Kunimi is Director of Capital Introductions and Prime Finance Sales at Citi Global Markets, partnering with hedge funds and other alternative investment managers on fundraising strategy, market positioning, and investor engagement. Prior, Kunimi spent over a decade in Institutional Equity Sales across New York, San Francisco, and Tokyo, providing advisory services to global asset managers. Kunimi earned a BBA with Honors from the Zicklin School of Business at Baruch College.

"𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵" is an interactive live event exclusively for emerging managers looking to successfully navigate today’s capital raising landscape and gain a competitive edge in an environment of increasingly demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

𝗧𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲, 𝗰𝗼𝗻𝘁𝗮𝗰𝘁: marketing@opusfundservices.com or 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗼𝗻𝗹𝗶𝗻𝗲: https://lnkd.in/ebNRd2dZ

Opus Fund Services pioneered digital subscriptions within fund administration. Now we’ve seamlessly integrated our DigiSubs into 𝗢𝗽𝘂𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 - a single cost-effective solution for supporting the full investor lifecycle. 

Fund managers of all sizes, stages, and strategies are easily customizing a world-class investor portal, configurable data rooms, and a fully compliant digital onboarding process for their investors using the secure, cloud-native Opus platform.

DigiSubs delivers a modern investor experience while freeing fund managers to focus on growth:  

• Transforms paper documents into intuitive online workflows

• 100% paper-free and natively supports any fund structure

• Eliminates manual errors & frustrating back-and-forth emails

• Tailored to each investor’s specific AML/KYC requirements

• Real-time transparency across the full onboarding process

Frictionless investor onboarding at scale. 𝗢𝗽𝘂𝘀. 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵.

Opus Fund Services gladly welcomes Shivani Choudhary, CFA, CIPM to our upcoming "Engineered for Growth" event for emerging managers. Shivani will be joining a roundtable of industry experts, all sharing their insights and best practices for helping funds of all strategies to tell their best stories and attract institutional capital in a competitive fundraising landscape.

Shivani is a Managing Director with ACA Group, focused on helping private fund managers optimize their investment performance reporting to fundraise and scale with confidence. Shivani has 17+ years of alternative investment experience, including Guggenheim Partners and Wilshire Associates. A CFA and CIPM charterholder, Shivani is a recognized thought leader in data analytics and fund reporting best practices. We're excited to have Shivani on board!

"𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵" is a value-added event exclusively for emerging managers looking to accelerate their capital raising success, gain a competitive edge, and excel at passing operational due diligence in an environment of increasing demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

To learn more, contact marketing@opusfundservices.com or register online.

Opus Fund Services has a 20-year track record of delivering solutions to private equity, private credit, venture capital, and real estate funds, including closed-end, hybrid, and evergreen structures. Solutions include:

- manager data rooms
- automated waterfall calculations
- real-time cap tables
- customized portfolio reporting
- knowledgeable client service
- and personalized capital call notices with custom economics

Digital Capital Calls are part of Opus Connect, a single solution for supporting the full investor lifecycle, including an integrated CRM, configurable data rooms, digital subscriptions, and a world-class investor portal.

𝗢𝗽𝘂𝘀. 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵.

We’re excited to share that Opus Fund Services has joined the ALTALLO 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 𝗩𝗲𝗻𝗱𝗼𝗿 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 (𝗘𝗠𝗩𝗣) - a curated initiative designed to support the next generation of investment managers.
 
ALTALLO’s rapidly growing independent platform connects investment professionals directly with an ecosystem of verified service providers. By joining the EMVP, we’re reinforcing our commitment to being a long-term partner of choice for emerging managers, together making it even easier to now access institutional-quality operational infrastructure and risk management from a trusted fund administrator.
 
With a 20-year track record for delivering cost-effective, innovative fund administration solutions, Opus helps fund managers of all strategies to efficiently scale while meeting rigorous investor standards for transparency, cybersecurity, and process controls.
 
Thank you Mel Sutton! To learn more about ALTALLO please visit: https://www.altallo.com

Opus Fund Services is pleased to announce our shortlisting in multiple categories for the 2025 Hedgeweek® US Awards

• Fund Administrator of the Year: Overall

• Fund Administrator of the Year: Technology

• Fund Administrator of the Year: Client Services

• Fund Administrator of the Year: Start-up & Emerging Funds

Opus has a ~ 20 year track record helping thousands of emerging and established fund managers successfully launch and scale their businesses. We're proud to increasingly be the administrator of choice for ambitious managers of all strategies that value mature operational risk management, intelligently automated workflows, and proactive client service from knowledgeable professionals.

Emerging managers partner with Opus for cost-effective access to the same innovative technology platform supporting multi-billion dollar managers and 100,000+ investors globally, including many of the world’s top allocators.

With Opus, managers at every stage can benefit from institutional-quality infrastructure that meets the highest standards for process controls, cybersecurity, and data privacy, along with the transparency and reporting to satisfy the most rigorous investor expectations.
 
Voting is open now until Friday August 8th using the link below.
Thank you for your support!
 
https://hw-awards.evalato.com/public-evaluation/19122/login

𝗢𝗽𝘂𝘀. 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵.

Opus Fund Services is pleased to share our shortlisting in multiple categories for the 2025 With Intelligence HFM US Services Awards:

- Best administrator - technology
- Best administrator - emerging managers
- Best administrator - client service for emerging managers

Opus has a 15+ year track record helping thousands of emerging managers successfully launch and scale their businesses. We're proud to increasingly be the administrator of choice for ambitious managers looking to prove they are an institutional-quality, long-term partner for investors.
 
Emerging managers choose Opus to operate on the same innovative technology platform used by multi-billion dollar managers and supporting over 100,000 investors globally, including many of the world's leading allocators. With Opus, emerging managers can confidently evidence operational infrastructure that meets the highest standards for process controls, cybersecurity, and data privacy, along with the transparency and reporting to satisfy the most rigorous investor expectations.
 
Let's connect and explore how Opus can help optimize your fund's growth engine.

Opus. Engineered for Growth.

Opus is excited to announce that our Manager Data Rooms is now fully integrated with our CRM Tool, bringing even more power to fund managers who can now manage fundraising, investor engagement, and due diligence in one seamless system—from pipeline to close. Discover how Opus and Manager Data Rooms are helping fund managers to accelerate their capital raising, automate operational workflows, and strengthen investor relationships.

Opus. Engineered for growth.