Start-up services

Success from day one

We partner with investment managers to build the business from the ground up, bringing expertise in finance, operations, and compliance.

Windstream provides all you need, just bring your OMS

Start-up Services


Perform in-depth review of services, strategy fit, timing and cost

Administrator Selection

Assess services offered, systems, staffing, reporting framework

Accounting Firm Selection

Select audit and tax provider best fit for strategy

Bank & Broker Selection

Determine most favorable situation to establish relationships


Develop standard compliance policies (valuation, best execution, etc.) coordinating with legal counsel

Fund Docs

Coordinate with legal counsel and assist in drafting agreements

Books & Records

Establish accounting framework for management company

Due Diligence Questionnaire

Coordinate drafting with Legal and Compliance; prepare for operational due diligence meetings

IT Service Provider

Perform in-depth review of menu of services: i.e. IT architecture, disaster recovery, hosting, etc.

Human Resources

Benefit and compensation planning; payroll outsourcing solutions


Interview providers of D&O and E&O; determine level of insurance required

Office Space

Determine office location: platform/hotel vs. lease /sub-lease

Our solutions bring several advantages

Cost Efficiency


Strategic Insight