Private Fund Fundraising and Investor Reporting Support
Stay investor ready and regulator ready with streamlined, resource-light solutions.
In today’s private markets, success in fundraising is tied directly to your ability to deliver credible, compliant, and investor-friendly reporting. Whether you’re launching a new fund, entering the institutional channel, or preparing diligence, ACA helps private fund managers meet the increasing demands of investors, consultants, and regulators—with flexible, expert-led outsourcing support.
Our services are aligned with global regulatory standards, including the SEC Marketing Rule, FINRA Regulatory Notice 20-21, and international best practices such as those set by the Institutional Limited Partners Association (ILPA) and the Global Investment Performance Standards (GIPS®). Whether you’re navigating U.S. regulations or preparing for investor scrutiny in Europe or the Middle East, we help ensure your performance reporting is accurate, compliant, and investor ready.
Ready to elevate your performance and fundraising support? Schedule a consultation.
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What Do You Need Help With?
ACA’s ongoing Performance Fundraising Support helps you meet regulatory requirements with confidence. We can help your firm:
Fundraising Through Placement agent
Outsourced Performance and Reporting Support
Track Record Creation
Not Sure Which Solution You Need?
Book a call with one of our specialists. They will guide you through the Investment Performance Advisory Services available and help you build a plan perfect for your needs.
Optimize Your Investment Performance Practices With ACA
Looking to go a step further? Our Investment Performance Advisory Services provide tailored guidance to help you refine your performance strategy, enhance internal processes, and stay ahead of evolving investor and regulatory expectations.
Whether you need day-to-day execution or high-level advisory, ACA brings the expertise to help you optimize every aspect of your investment performance program.
Why ACA?
At ACA, we offer deep expertise across credit, private equity, real assets, and hybrid structures, paired with seamless integration of performance, investor reporting, and compliance. With decades of experience, the industry’s largest team of investment performance experts, and a consultative approach, we empower your internal team while reducing compliance risks. This means you get more than just calculations—you gain a strategic partner who understands the nuances of performance reporting, regulatory expectations, and the complexities of alternative investments. Our unique proposition lies in delivering both technical precision and strategic insight, all under one roof.
Reduce Internal Burden
Rely on a team that works within your systems to take on time-consuming tasks and free up internal capacity.
Improve Consistency and Execution
Bring structure and follow-through to core activities with support that aligns to your program.
Stay Ahead of Regulatory Demands
Tap into a team that monitors changing rules and expectations, so your program stays responsive and up to date.
Improved Accuracy and Consistency
Reporting aligned with SEC Marketing Rule, ILPA, FINRA and industry best practices, strengthening regulatory posture.
Operational Efficiency
Freed up internal teams to focus on strategic initiatives while ACA consistently met tight reporting deadlines.
Cost-Effective Scalability
Delivers a flexible, outsourced solution that supports fund growth at a lower cost than hiring internal resources.
Let’s lighten the lift on your compliance team. Talk to us about how our Investment Performance Advisory Services can help your firm.
FAQs
Private Fund Fundraising and Investor Reporting Support
What is FINRA Regulatory Notice 20-21, and why does it matter for fundraising?
FINRA RN 20-21 provides guidance on how private fund performance should be presented when using a placement agent. It ensures that performance metrics are fair, balanced, and not misleading.
How does ACA help ensure our performance metrics meet GIPS® and FINRA standards?
ACA’s team of experts calculates and validates key metrics like IRRs and investment multiples, ensuring they align with both the Global Investment Performance Standards (GIPS®) and FINRA requirements. We also provide documentation and support to help you confidently present performance data to placement agents and investors.
What types of firms benefit most from ACA’s Performance Fundraising Support?
Private fund managers preparing for a capital raise—especially those working with placement agents or targeting institutional investors—benefit most. Our services are ideal for firms seeking to enhance credibility, reduce compliance risk, and improve operational efficiency.
What’s the difference between ACA’s ongoing support and advisory services?
Ongoing support focuses on day-to-day execution, calculating metrics, preparing materials, and responding to requests. Advisory services go deeper, offering strategic guidance to refine your performance program, improve internal processes, and stay ahead of regulatory changes.
How does ACA support compliance with global regulatory standards?
We align reporting with the SEC, FINRA, AIFMD (EU), FCA (UK), MAS (Singapore), ASIC (Australia), and other regional frameworks.
What international best practices does ACA follow for investor reporting?
ACA uses ILPA, GIPS®, Invest Europe Guidelines, and IPEV valuation standards to ensure global consistency.
In which regions do ACA provide investment performance support?
ACA supports private fund managers globally, with clients across North America, Europe, the Middle East, and Asia-Pacific. Whether you’re raising capital domestically or internationally, our team understands the regional nuances of investor expectations and regulatory frameworks—helping you deliver credible, investor-ready reporting wherever you operate.
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