LewisLevy Consulting

📣 INTRODUCING the Forensic Certified Public Accountant Society! Since 2005, we've been the global leader in forensic accounting, ✔️offering the esteemed FCPA™ certification ✔️supporting members with networking, career development, and exclusive tools ✔️and providing trusted expertise to governments, legal practitioners, corporations, and families in areas like fraud detection, litigation, and corporate investigations. 📈Join our growing community of members across 60+ countries who are committed to elevating the standards of transparency and accountability. Whether you're looking to become certified, join a network of forensic accounting professionals, or access our services, the Forensic Certified Public Accountant Society (FCPAS) is here to support you. 🔗 Visit www.fcpas.org to learn more. #ForensicAccounting #FCPA #Transparency #Accountability #ForensicCPA #GlobalStandards #GlobalNetwork

Introducing Chestnut Run Capital Partners.   We are proud to announce the launch of Chestnut Run Capital Partners, a private credit investment manager delivering non-dilutive, flexible financing solutions to small and low middle market companies in the climate, human health, and education sectors.   Our founding team, led by Yeng Felipe Butler, brings 100-plus years of investment and client solutions expertise to bear on the challenges of growing and scaling innovative and impactful businesses. We look forward to serving these businesses, our investor clients, and the broader sector ecosystems. Visit https://lnkd.in/e-TSHpfS and follow us to learn more. #privatecredit #lowermiddlemarket #femalefounder #impactinvesting #climatetech

📣 INTRODUCING the Forensic Certified Public Accountant Society! Since 2005, we've been the global leader in forensic accounting, ✔️offering the esteemed FCPA™ certification ✔️supporting members with networking, career development, and exclusive tools ✔️and providing trusted expertise to governments, legal practitioners, corporations, and families in areas like fraud detection, litigation, and corporate investigations. 📈Join our growing community of members across 60+ countries who are committed to elevating the standards of transparency and accountability. Whether you're looking to become certified, join a network of forensic accounting professionals, or access our services, the Forensic Certified Public Accountant Society (FCPAS) is here to support you. 🔗 Visit www.fcpas.org to learn more. #ForensicAccounting #FCPA #Transparency #Accountability #ForensicCPA #GlobalStandards #GlobalNetwork

This post outlines a simple tax structure of a US-based investment fund. The graphics explain the Fund, General Partner, and Management Company. (And why you want to split up the GP and ManCo.) Please share if you find this valuable 🙏 Shoutout to Adam Krotman for authoring this with me!

Let's go back to Nelson Chu of Kinetic Ventures and "hair on fire" problems that require solutions so urgently, a customer is willing to change behavior. (This is from Apex Center for Entrepreneurs - Virginia Tech session a few weeks ago with Kelli Furrer and Rob Cummings.)   Kwame Lewis, CFA CPA FCCA LRSM of LewisLevy Consulting was on our webcast series and talked about what private capital firms can do to make changes of behavior that solve operational headaches so the front office and the back office can work in harmony.   Know your workflows, and know them early.   GPs come to LewisLevy and "look for us to get your fund off of the ground. So for emerging managers that’s thinking through just how they want to start their firm and their fund operations. For established managers, that’s helping them with strategy as they're going to raise their next fund. Should they outsource their operations? Should they bring in technology in-house? Is co-sourcing an option? So there's a lot of different things that need to be thought of. We help them think about it and document it. So that's the other thing. With our audit and operational backgrounds we're really focusing on documentation, and a lot of people don't. They just don't have the time and resources, so we get to come in and help do that for them." How many of you know how your operational workflows work at your fund? How many of you have documented them to understand how to scale, how solutions fit in, how behavior change can proceed? Can you pre-fit yourself to address "hair on fire" problems before your head gets singed?   #PE #VC #Workflows #FundOperations