LeverPoint® was established in 1995 as the Business Management Service division of The Ayco Company L.P., a Goldman Sachs subsidiary, and has been independently operating since August 2007.
As a Fund Administrator, LeverPoint services over $40 billion in assets for Private Equity, Venture Capital, Real Estate, Credit and Fund of Fund clients. LeverPoint can tailor a suite of middle- and back-office, administration and reporting services that will best fit your needs, timeline and budget.
Fund Administration Services
LeverPoint offers high quality Fund Administration solutions that increase operational efficiency of your firm. Your dedicated team will work with you to comply with all accounting and reporting requirements mandated by the Partnership Agreement. We work with Funds of all sizes, including smaller Funds and those with billion-dollar commitment, including:
Our Management Company solution functions as your accounting staff, working as a seamless extension of your firm. We will handle the day-to-day operations including much of the third-party communications that typically take the time of CFOs and General Partners.
Our Treasury Group provides Treasury transaction and banking services, specializing in the review of transaction requests to ensure completeness, accuracy and conformance to the specific banking and industry standards.
Tax & FATCA Services
Our internal Tax Group provides Funds, Co-Investment Entities, General Partners, Management Companies, and Special Purpose Vehicles with complete, accurate, and timely tax reporting services. LeverPoint is also committed to assisting with FATCA requirements.