New Client: Inspired Healthcare Capital - PHXA

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Inspired Healthcare Capital (“IHC”). Phoenix will support IHC with its advanced transfer agent system and industry leading investor services platform, as well as fund accounting and financial reporting services. Read more on https://bit.ly/2WZwqii

We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/30Tyhq3

We’ve recently embarked on an update of our brand image to coincide with today’s launch of our new website. We’re excited to add this milestone to Phoenix American’s 48 years in operation. As we look to the future, we’re also taking this opportunity to look at our surprising history and how it has shaped the company we are today. Read more on https://bit.ly/3fbVKbv

Despite today’s challenges, many funds are thriving – but how?The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for fund sponsors. Although most disa...

Phoenix American Financial Services, Inc. (“the Company”) is pleased to announce its new client partnership with RealBlocks. The Company will support RealBlocks with its advanced transfer agent system and industry leading investor services platform as well as fund accounting and reporting services. Read more on https://bit.ly/30RYZiRc

Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform. Read more on https://bit.ly/3f3BDMt

We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/3f8bWdM

Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond.

The benefits to investment funds of outsourced fund operations, including fund accounting, fund administration, tax… by fundaccounting

The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for fund sponsors. Although most disaster recovery planning failed to contemplate the scale and…

We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical…

Simply put, fund Administration is the outsourced performance by a third party of back-office functions for an investment fund. In terms of the investment portfolio (the asset side), fund administrati...

In its most limited sense, a transfer agent is an agnostic third-party entity required to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their registration with the Securities and Exchange Commission. Other companies are not required to use a transfer agent but choose to because of the arms-length nature of the transfer agent service and because other back office services may be offered by the transfer agent. Still others, which are not required to use a transfer agent, process transfers themselves.

Phoenix American by Robert Lee | This newsletter was created with Smore, an online tool for creating beautiful newsletters for educators, nonprofits, businesses and more

After a decade of prosperity, commercial real estate is facing a crisis that was entirely unforeseen. What’s the early prognosis for how it will fare? Although the downturn is in its early stages and the full extent of the downturn may not be clear for months, we can draw some initial lessons. Read more on https://bit.ly/30eNfrP

As the administrator for a wide variety of commercial real estate funds, Phoenix American has a unique perspective on the unfolding impact of recent events on this asset class. From our fund administration role as well as from consultations with sponsors, investors and partners in the industry, we have seen the shock of the economic shut-downs absorbed and addressed by real estate fund sponsors of every size. Read more on https://bit.ly/2EtMDWG

We’ve recently embarked on an update of our brand image to coincide with today’s launch of our new website. We’re excited to add this milestone to Phoenix American’s 48 years in operation. As we look to the future, we’re also taking this opportunity to look at our surprising history and how it has shaped the company we are today. Read more on https://bit.ly/2XadSMn

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology. Read more on https://bit.ly/30evngt

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office...

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office outsourcing simply benefits the bottom line. Read more on https://bit.ly/30hTeMs

In its most limited sense, a transfer agent is an agnostic third-party entity required  to process a transfer of a company’s securities from one investor to another. Some companies are required to use

We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond.

OneWall recently launched fundraising for our $50 million Nova Appian Preferred Income Fund I to continue expanding our workforce housing portfolio in the northeast. Phoenix will support us with a specialized, high quality fund administration platform at a great value. We are happy to be partnering with them as we enter our next phase of growth. Read more on https://bit.ly/3i9RWcj

With a perspective coming from the company’s experience with alternative investment funds, Phoenix American emphasizes the need for fund sponsors to be able to respond operationally to major economic disruptions with innovative solutions to fund raising, cash flow and deal acquisition that are supported by a versatile. Read more on https://bit.ly/30vbsud

Despite today’s challenges, many funds are thriving – but how? The Coronavirus pandemic has been a large-scale… by fundaccounting