CFO Outsourcing

Big-Firm Expertise Without the Overhead

Why build a full finance department when you can plug into ours? Ocorian delivers institutional-grade outsourced CFO services—fast, flexible, and built for growth.

What Sets Us Apart

Smart Savings

Cut the cost and complexity of hiring, training, and retaining a full-time finance team. Our scalable offering and pricing grow with you.

Built-In Resilience

Segregation of duties, backups, and continuity planning—so you're never exposed to key-person risk.

Tailored to You

Every fund is different. We customize our services to match your structure, strategy, and stage—from launch through scaling to new product offerings and wind-downs.

Faster Launches

Speed matters. We get new funds up and running quickly—ideal for managers spinning out of larger shops who are used to institutional support or existing managers launching new products.

Buy-Side Perspective

We’ve sat in your seat. Our leadership brings real buy-side experience, giving you sharper insights and better alignment.

What We Deliver

• Fund Accounting & Reporting
  Full shadow accounting, including carried interest, investor allocations, capital accounts—done right.
• Audit & Tax Coordination
  We handle coordination and reviews of audits, K-1s, and fund-level tax filings so you don’t have to.
• Cash & Treasury Management
  Real-time oversight of cash flows across all funds, SPVs and related entities, including management companies and general partners.
• Investor Communications
  Ownership of responsibility for communicating with investors and answering questions on subscription documents, capital calls, distributions, performance reports, investor letters as well as reviewing partner capital account statements prepared by administrators—clear, timely, and professional.
• Compliance Support
  Integrated with your compliance team to keep filings and controls on track.

Let’s Talk Results

Ocorian’s outsourced CFO solution gives you the horsepower of a full finance team—without the overhead. Whether you're launching, scaling, or streamlining, we’re your strategic partner for financial clarity and operational excellence.