Professional Services for Investors

Finstrat has provided us with a flexible outsourced CFOsolution for our fund. Their straightforward andcommunicative approach, combined with the personal touch, really resonated with us and our LPs. It’s great having abroader team behind us, offering regular engagement andresponsiveness, which gives us peace of mind.”

Finstrat has been a great partner and referral source for the Western Alliance Innovation Banking team. Their professionalism, proactive approach, and prudence in helping companies raise capital are truly impressive.

We partnered with FinStrat from the beginning of our fundlaunch to demonstrate rigorous fiduciary standards to ourlimited partners. Their deep expertise in fund accounting andregulatory compliance eliminated our concerns aboutoversight gaps or operational blind spots. When tax seasonarrived, FinStrat’s meticulous record-keeping and proactiveapproach made what could have been a complex processremarkably streamlined.”

From day one, their support has gone above and beyond what we expected. Their consistency/reliability is something I’ve come to count on — deadlines are always met, and nothingever slips through the cracks. What truly sets FSM apart is how thoroughly they handle everything. Their team just doesn’t review documentation and checklists; they look at everything with a thoughtful level of attention to detail that catches potential issues before they become problems. This thoroughness helps save us from headaches and helps us be more proactive as our firm grows. But what I value most is that FSM genuinely cares about my firm. In an industry and function that can sometimes feel tactical and cyclical, they make us feel like a priority. There’s a real sense that they’re looking out for your interests, which creates a level of trust that can be hard to develop.”