Our back-office services benefit Oil and Gas investment fund sponsors by:
- Allowing the fund sponsor to focus on the energy business rather than fund IT and operations
- Eliminating the use of spreadsheets, improving disaster recovery
- Hosting an integrated web portal for investors, advisors, broker/dealers and service providers
- Assisting compliance activities through Blue Sky and anti-money laundering (AML) services
- Offering multiple investors reporting options: web portal, US Postal Service or data transfer
- Allocating the fund-level tax attributes to investors. Working with accountant to produce K-1 reports
- Providing full back-office transparency through the eSuperior system
- Advancing fund distribution efforts through sales material fulfillment