GenesisPoint Services

GenesisPoint exists to work with asset managers and their investment funds to solve the critical issues they face, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful.  Leveraging over 25 years in the financial industry we work with you to develop both straightforward and creative solutions, as required.  We believe that independent, skilled, insightful, and engaged governance, with a history to draw upon provides the best answer for all stakeholders.

Fund Launch

Understand your Firm's Goals
Firm Structure
Fund Setup
Fund Document Review
Service Provider Review and Suggestions
Product Terms and Fee Advice
Peer Comparison

Ongoing

Director approvals on various items

Ongoing Document Reviews

Audited Financial Statement Review

Ongoing Product Development and Advice

Co-investments

Issue Resolution

Regular Board Meetings including Onsite

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Evolution

New fund launches

Fund of One
Managed Accounts

New product types

Fund wind down advice

Fund merger guidance

Advisory committees