Opus Fund Services is excited to be welcoming Stephanie Sirois to our "Open Kitchen" podcast series!
 
Stephanie is the Co-Founder and Managing Principal of Channel Diligence. Formerly Global Co-Head of Operational Due Diligence at UBS, Stephanie brings over 20 years of industry experience across hedge funds, private credit, and co-investments. Stephanie leads Channel Diligence's US operations, leveraging her allocator background and global perspective to deliver institutional-quality ODD and advisory solutions.
 
Catch Stephanie and host Leo LaForce's conversation on "Elevating Operational Due Diligence", coming soon in April on Apple Podcasts, Spotify and YouTube.

Modern fund managers need faster, more flexible access to their fund data than traditional administration reporting provides. Direct API connectivity with Opus Fund Services solves for this disconnect by offering seamless, on-demand availability to operational, portfolio and investor data. Empowering our clients’ businesses with better decision-making, improved productivity, and highly scalable infrastructure.

Instead of waiting for static reports, fund managers can use APIs to retrieve critical information directly from Opus systems in near real-time, including immediate access to NAVs, positions, cash balances and investor activity. API connectivity eliminates the inefficiencies and risks associated with manual downloads, data re-entry, spreadsheet manipulation, and email-based report transmission.

Opus APIs also enables seamless integration of our data directly with our clients’ own technology stacks, including internal data warehouses and applications, as well as third-party portfolio management systems, risk and compliance systems, and shadow accounting platforms.

This structured data access helps fund managers create a single, consistent source of truth across their organizations, strengthen control environments, support advanced portfolio and exposure analysis, and develop a scalable enterprise data architecture as they grow and manage additional funds.

Direct API access transforms Opus into a dynamic data partner for fund managers looking to streamline operations, deliver enhanced insights to investors, and build a future-ready investment platform.

Opus. Engineered for Growth.

Voting for the 2026 Hedgeweek European Awards is now open!  Deadline is Friday April 3rd (midnight GMT) and you can vote using this link:
https://hwawards2026.evalato.com/public-evaluation/20301

Opus Fund Services is proud to share we’ve been shortlisted by Hedgeweek as Best Administrator in multiple categories:

·      Client Services
·      Technology
·      Startup & Emerging Funds

We thank Hedgeweek® for recognizing our differentiated offering and are grateful to all our clients for their continued trust and enthusiastic support.

These nominations reflect strengths of the Opus operating model, delivering institutional-quality, scalable infrastructure to fund managers of all stages and using intelligent automations to empower our teams to proactively service clients and their investors.

Opus. Engineered for Growth.

Private markets COOs and CFOs are increasingly looking for their administrator to be a value-added partner, not to just help cut costs, but to better capitalize on opportunities:

·       Scale that keeps pace with asset and investor base growth
·       Actionable data to meet a wide range of reporting needs
·       Automated support of hybrid and semi-liquid structures
·       Controls and transparency to amplify investor confidence

Fund managers trust Opus Fund Services to deliver accurate, predictable outcomes, which enable them to focus on managing their portfolios and investor relationships. Underpinning this trust are the ways in which Opus has transformed the administration operating model for supporting private markets funds, including:

·       Cloud-native, intelligently automated infrastructure
·       One database as single source of truth for all use cases
·       One automated engine for NAV and waterfall calculations
·       Co-sourced tools & workflows providing efficient oversight

A big reason for our momentum - we’re not just (award winning) portal software. We gladly provide “open kitchen” transparency to managers and allocators during due diligence to show that real accounting work is being done behind the scenes, without the spreadsheet dependencies, fragmented platforms, and hidden operational risks of legacy fund administration.

Instead, Opus offers technology designed specifically for private markets, including real-time cap table management, digital personalized capital calls, and dynamic on-demand reporting for LPs. Exponentially increasing efficiency while reducing costs and risks.

To learn more on why private markets managers are partnering with Opus, visit www.opusfundservices.com.

Opus. Engineered for Growth.

Opus Fund Services is excited to share our shortlistings in the With Intelligence 2026 European Services Awards for Best Overall Administrator, plus Best Administrator for:

· Client Service
· Technology
· Boutique & Emerging Managers
· Private Equity / Credit
· Private Equity / Credit Client Service

We're appreciative to With Intelligence for this acknowledgement of our offering and to our clients for their continued advocacy.

Opus is proud to be increasingly viewed as the administrator of choice for fund managers of all strategies and lifecycle stages who value a tech-forward, scalable partner that keeps pace with their growth and provides the proactive client and investor service they deserve.

Opus. Engineered for Growth.

We’re proud to announce that Bramshill Investments has selected OpusFundServices as fund administrator for its Bramshill Debt Opportunities Fund, Ltd

The Naples, Florida-based fund manager, with over $8 billion under management, is a recognized leader in alternative investment strategies across the fixed income universe

Read more about this exciting partnership in our press release here.

Opus is excited to introduce SmartWire, a new digital solution that streamlines the expense submittal and wire request processes for fund managers while strengthening controls.

SmartWire uses proprietary intelligent document processing (IDP) to improve the accuracy, efficiency, and security of the expense payment process for Opus clients while enhancing the user experience.

Fund managers benefit from intelligent automation plus human assurance with SmartWire.

Please read more about SmartWire here: https://www.prnewswire.com/news-releases/opus-fund-services-innovates-with-smartwire-302652713.html?tc=eml_cleartime

We’re excited to share that for the fourth consecutive year Opus Fund Services has been awarded Administrator of the Year in the 2025 Global Custodian Industry Leader Awards.

In addition, Opus was also awarded Best Technology and Best Client Service & Relationship Management among fund administrators, reflecting the synergies between our intelligently automated platform and responsive in-country client service model.

We thank Global Custodian and are grateful to our clients for their continued enthusiasm and loyalty towards the Opus offering.

Please read more about our awards performance here

Happy one-year anniversary to Mel Sutton and congratulations on scaling ALTALLO to a truly global alternative investments ecosystem. The fact that so many milestones have been achieved in such a short amount of time speaks to the effectiveness and timeliness of the platform.

As investor expectations continues to rise and the challenges to differentiate intensify, fund managers who combine innovative technology with scalable, institutional-grade infrastructure and risk management will have a long-term competitive edge.

Opus Fund Services is proud of our fund administration partnership with Regents Gate Capital and to have been an early adopting member of ALTALLO.

Please read more about the impactful networking connections ALTALLO delivers here: https://www.prnewswire.com/news-releases/altallo-celebrates-one-year-of-milestones-pairing-regents-gate-capital-and-opus-fund-services-302634467.html?tc=eml_cleartime

Jill Illsley, CPA, CMA, Head of Internal Product Design, shares how Opus Fund Services’ tech-first philosophy has transformed the way fund administration work gets done. Where purpose-built intelligent automations ensure deliverables for every client are met in a secure, timely, accurate manner that mitigates operational risk.
 
While many legacy fund administrators are still relying on manual processes and spreadsheets during critical peak volume periods, Jill explains that Opus and our clients have long benefited from digital solutions, automating critical areas as NAV calculations, capital calls, and financial reporting in just a few clicks.
 
Thanks to Jill for sharing how our unique technology gives Opus the bandwidth and productivity to provide differentiated levels of service and value for all our clients.

"Our current administrator just makes us feel like a number”
With the increasing prioritization on profit over service, fund managers have never been more frustrated from a lack of personalized service and proactive support from their administrator. High turnover, inexperienced coverage teams, delayed response times, and poor investor experiences are all reasons we hear when fund managers choose Opus when upgrading their administrator experience.

Laura Clarke, Vice President of Client Solutions, shares why clients feel like valued partners at Opus and how every client receives a dedicated Client Relationship Manager with a deep understanding of their business and investor requirements.

Clear accountability. Timely answers. And long-term, trusted relationships.

Opus. Engineered for Growth.

For many fund managers, upgrading their administrator will result in improved client service, more institutionalized operations, and enhanced investor experiences. Unfortunately, fund managers will often suffer the status quo because of the perception that changing administrators is a risk.

Erin Rhindress, Senior Vice President of Implementation, explains why with Opus Fund Services, conversions don't have to be painful. In fact, Opus has successfully converted over 500 funds of all strategies, while earning a perfect score for Onboarding in the recent Global Custodian Survey.

Tenured, experienced teams. Strong project management. Clear communication. And a fully transparent, proven conversion process.

Opus. Engineered for Growth.

At a time when legacy fund administration still relies on manual, spreadsheet-based workflows, how does Opus Fund Services have the scale to provide individualized attention for each client?

Stephanie Lavin, Senior Vice President, shares how a day in the life of an Opus fund accountant is not what you'd think. And how the unexpected results in consistent, timely, accurate NAVs.

Experienced accountants, using good judgement, empowered by intelligently automated technology.

Opus. Engineered for Growth.

The status quo is no longer acceptable. Legacy fund administration is failing to keep pace with the needs of fund managers to do more with less, as well as with the ever-increasing standards of their investors.

Geoff Appleby, EVP of Enterprise Architecture at Opus Fund Services, shares how the Opus platform is engineered differently - so we continuously evolve with the industry and remain the best long-term partner for our clients.

Dynamically simple, exponentially scalable, intelligently automated.

Opus. Engineered for Growth.

Opus Fund Services is excited to share we’ve been awarded “Best administrator: Technology” by With Intelligence in the HFM US Services 2025 Awards.

We appreciate their recognition of our industry-first Digital Back Office, which pioneers the use of intelligent automations to mitigate operational risks and enable us to get things right, faster, in new ways that free our teams to provide the proactive client service traditional administration cannot.

We’re also thankful for our clients, who help us continuously evolve our award-winning platform with their feedback and insights, and proud to increasingly be the administrator of choice for fund managers of all strategies who value a tech-forward, scalable partner that keeps pace with their growth.

With Opus, managers at every stage can benefit from our proprietary institutional-quality infrastructure, engineered to meet the highest standards for controls, cybersecurity, and data privacy. Plus, the transparency and on-demand reporting to satisfy the more rigorous investor expectations.

Opus. Engineered for Growth.

Emerging managers have never been under such pressure to do more with less and find new ways to stand out in an increasingly challenging capital raising environment.

“Engineered for Growth” is an exclusive Opus Fund Services live event for emerging managers of all strategies looking to gain a competitive edge in raising institutional capital and meeting the highest investor due diligence standards.

To learn more, contact: marketing@opusfundservices.com or click here to register online: https://lnkd.in/ebNRd2dZ. Please note seating is limited and reserved for fund managers only.

We’re proud to host this interactive session with five of the alternative investment industry’s top experts in fund marketing, performance reporting, and institutional due diligence. Thank you Kunimi Kawamura John Ward Jason Plawner, CFA Matt Auriemma Shivani Choudhary, CFA, CIPM for your time and insights, and we look forward to your participation.

Join us for an afternoon of valuable insights, lessons learned, and networking cocktails!

Wednesday, October 29th | Panel: 3:00-4:30pm EST & Cocktails 4:30 to 6:00pm.
The Harvard Club of New York | 35 West 44th Street

Opus Fund Services is excited to welcome Matt Auriemma to our upcoming "Engineered for Growth" event for emerging managers. Matt will be joining a roundtable of six industry experts, all sharing their insights and best practices for helping funds of all strategies tell their best stories, attract institutional capital, and shine during operational due diligence.

Matt is a Director at HighWater Limited, a leading independent provider of corporate governance and director services to hedge and private equity funds and investment managers. Prior to joining HighWater, Matt held the role of Senior Managing Director and Global Head of Operational Risk Management at UBP Asset Management. He was a member of the Manager Selection Committee where he had veto rights over all alternative investment allocations. Before joining UBP, Matt developed the hedge fund operational risk platforms for Barclays Wealth, Barclays Global Investors and Bank Julius Baer. Matt has also held senior positions in hedge fund operations at Reservoir Capital Group and AQR Capital Management. Matt has a BS degree in Accounting from St. John’s University and is a Certified Public Accountant in New York State.

“Engineered for Growth” is an interactive live event exclusively for emerging managers looking to gain a competitive edge while successfully navigating today’s capital raising landscape at a time of increasingly demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

To learn more, contact: marketing@opusfundservices.com or register online: https://lnkd.in/ebNRd2dZ

Opus Fund Services is excited to welcome Jason Plawner, CFA to our upcoming "Engineered for Growth" event for emerging managers. Jason will be joining a roundtable of six industry experts, all sharing their insights and best practices for helping funds of all strategies tell their best stories, attract institutional capital, and shine during operational due diligence.

Jason is Head of Investments at Old City Investment Partners, overseeing investment analysis and due diligence across the firm’s asset management and capital raising activities. Prior to Old City, Jason was an Investment Officer at Weizmann Global Endowment Management Trust, where he invested globally across strategies and asset classes, and at Goldman Sachs as an equity research analyst. Jason graduated with honors from Northeastern University and holds the Chartered Financial Analyst designation. Old City Investment Partners is a leading placement agent specialist, identifying high-quality alternative investment sponsors for a growing investor base of family offices and institutions.

“Engineered for Growth” is an interactive live event exclusively for emerging managers looking to gain a competitive edge while successfully navigating today’s capital raising landscape at a time of increasingly demanding investor expectations.

Wednesday, October 29th | 3:00-4:30 EST followed by networking cocktails
The Harvard Club of New York | 35 West 44th Street

To learn more, contact: marketing@opusfundservices.com or register online: https://lnkd.in/ebNRd2dZ

Accelerate your fundraising with a robust no-cost, high-value CRM.

Opus Fund Services helps fund managers of all strategies to attract capital faster with one centralized CRM solution to manage prospects and investor relationships, streamline communications, and deliver personalized investor experiences at scale.

Designed to give fund managers an edge in today’s challenging capital raising environment:

• Complete lifecycle transparency, from initial engagement to subscription

• Replace frustrating email-based communications and error-prone spreadsheets

• One place for all investor information, communications, transactions

• Launch precisely tailored campaigns to investor segments in just a few clicks

• Cloud & AI-native platform meeting highest cyber & data security standards

Not just a database, the Opus CRM is fully integrated with our institutional-grade fundraising toolkit, Opus Connect. Digital subscriptions, real-time cap tables, digital capital calls, and unlimited data rooms, plus a world-class investor portal. A new and better way to convert your prospects into long-term investor relationships. 

Opus. Engineered for Growth.