Fund Administration
The Petra approach is tailored to meet the needs of managers, not the other way around. With a high-touch, high-quality approach, our seasoned professionals handle your financial reporting and investor notices on time with uncompromising accuracy. We can assist investment managers throughout the life cycle of the fund.
Regulatory Compliance
Tailor-made private equity and debt-focused compliance advisory services leveraging 20+ years of experience in formalizing and building out comprehensive compliance programs for both emerging and established investment managers. Petra will customize your compliance program to ensure you meet regulatory obligations while creating efficiencies for your business.
Launch Advisory
Starting a new fund can be challenging. Our goal is to make your first fund feel like the fourth by giving your investors an experience they are familiar with. We have the depth to guide you through the process, from determining the most appropriate set-up of your vehicles to guiding you in selecting key service providers. We will advise you every step of the way.
ESG Services
Tailor-made ESG advisory services enabling fund managers to build out a comprehensive ESG monitoring and disclosure program that is in step with regulator and investor expectations and built for scale. Whether your firm is at the start of its ESG journey or has an existing ESG program in place, Petra can help build out internal ESG processes and help set the right tone and tenor for accurate qualitative and quantitative ESG disclosures.
