What Does an Agile Private Equity Fund Look Like?

Private Equity funds that want to focus on their core competency - investing - can adopt an agile company model that is characterized by the following:

• The right balance of keeping the core functions in-house vs. outsourcing support functions

• A strong policy framework for internal controls that maintains the locus of control at the PE fund management level

• Strong cybersecurity defenses

• Strong business continuity and disaster recovery posture

• Mature infrastructure that is well-documented for investor due diligence purposes

• Cost-effective support services by best-in-class providers

• Software vendors selected and implemented with the right fit to the business strategy

• Seamless ability to be mobile and remote that fits the logic of PE and helps attract the best talent

• Continuous compliance with employment law and other rules and regulations

• Continuous updates to policies and procedures

• Excellent data quality

• Automated proprietary deal sourcing

• Machine Learning applied to proprietary deal scoring

• Mature and agile infrastructure that supports a learning organization that spends time on what’s important - not mired in administrative minutia