On-Demand Webinar

Data-driven audits: Reduce the pain and accelerate your fund's growth

Webinar Recording Overview

Annual audits are often painful for fund managers. Whether it is collecting deal documents or answering auditors' questions, key fund personnel invest meaningful time and energy into the audit every single year. In this webinar, our expert panel, including an audit firm, fund administrator and a venture firm will discuss setting up a fund audit to alleviate pain and best position it for future growth. We'll also discuss other topics such as:

  • Best practices on valuing your portfolio
  • How audits can help funds better prepare for institutional investment/compliance
  • Trends in SEC registrations for venture firms
  • How a sound data strategy can help a fund prepare for and improve their audit
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Our Panelists

Jared Broadbent

Founder & Managing Member
STRATA FUND SOLUTIONS

Sabya Das

Partner
MONETA VENTURES  

Bryan Gendron

Founder
FRANK, RIMERMAN + CO

Kelsey Chase 

President & Co-founder
AUMNI