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Fractional CFO, COO and Operational Resourcing for Private Asset Class and Seasoned Investment Managers 

Invictus works with early and emerging private asset class management companies to build out and grow their organizations.  Invictus also works with seasoned investment managers and Outsourced CIO providers as a resourcing option for all accounting, financial, operational, technology and vendor management expertise.

FRACTIONAL COO AND CFO

We serve as an Outsourced CFO and/or COO for your startup or emerging private investment management company. 

In this/these role/roles, we (1) identify, vet and onboard all fund vendors,  (2) assist with management company needs, and (3)  coordinate all aspects of new fund launches.

We work with start-up and emerging private equity and private credit managers.

OPERATIONS AND PROJECT DEVELOPMENT RESOURCING  FOR SEASONED INVESTMENT MANAGERS

We work with seasoned investment management organizations that need "on demand" operational and product development resourcing.  We work alongside organization personnel.

 

We work with multi-manager investors, asset management arms of development banks, and not-for profit allocators.

OUTSOURCED CIO FORMATION AND ENHANCEMENT

The Invictus team has experience in designing and forming multiple institutional OCIO platforms and growing them to more than $10 billion in assets under management.

We work with new organizations in OCIO design and with seasoned OCIO providers in enhancing their existing offering.

TECHNOLOGY IMPLEMENTATION RESOURCES FOR INVESTMENT MANAGERS

We serve as an on-demand resource to project manage new financial, portfolio management, and performance reporting system implementations.  We can (1) Identify and document system use cases and requirements, (2) source providers, (3) conduct the provider RFP, and (4) serve as the client manager for system implementations.

We work with start-up private asset class and seasoned investment managers for technology implementations.

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