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Bespoke marketing and investor relations support for general partners


A comprehensive marketing plan, executed with patience and persistence, is now essential to achieving scale within the asset management. In addition to meeting prospective investors and ensuring robust deal flow, emerging managers have a myriad of administrative tasks to which they must attend during the fund formation process. These matters include legal, fund administration, accounting and auditing, to name but a few. Additionally, serious consideration must be given to how the firm plans to grow its capital base over a relatively condensed period of time. Such planning must contemplate digital asset creation, company branding, industry conferences and databases, RFP responses, road shows, speaking engagements and opportunities to demonstrate thought leadership – each of which must be weighed in terms of its respective costs and benefits.

Panchee Advisory partners with select emerging GPs to handle these administrative burdens during the fund formation process and with the creation and implementation of strategic marketing campaigns during the Fund I capital raising process.

Grant Management - Panchee Advisory


Each interaction with a current or prospective investor is an opportunity for a GP to enhance firm credibility. Direct communications must not only be accurate, professional, on-brand and prompt, but must furthermore build upon the foundation of trust that ultimately drives multi-decade LP partnerships.

With extensive experience facilitating subscriptions, managing capital calls & distributions, structuring investor communications and facilitating introductions to the right capital advisory firms, Panchee Advisor provides white glove investor relations solutions to a distinguished group of financial firms.


To provide a more holistic third-party solution to our clients with significantly enhanced turnaround times, Panchee Advisory offers bookkeeping services exclusively for GPs, which include bill payment, bank reconciliations and management reporting.:

Accounts Payables &

All of our staff undergo rigorous background checks and are fingerprinted before receiving approval to work with Panchee Advisory clients.

Financial Transaction
Recording & Reconciliation

In addition to verifying and posting all transactions, we ensure alignment of internal accounts with banking records. In addition to handling bespoke requests, we provide cadenced budget forecasts, variance analyses and account consolidation on behalf of our GP clients.

Controller Services

We serve a number of our clients by acting on their behalf to communicate and coordinate with CFOs, accountants and fund administrators with respect to the preparation of tax filings and financial reporting.