We’ll ensure your carried interest plan stays compliant
Our secure online portal makes it simple to manage documents at plan, fund and participant level. Facilitators get clear cash flow tracking and management, the ability to liaise easily across all parties including HR for payroll deductions, EBT trustees for new allocations from the EBT to new joiners, fund administrators, and tax and legal advisors.
Participants get instant access to view their carried interest points allocations by fund and by deal, including the proportion of vested versus unvested carry. Where relevant, they'll see co-investment positions held, and drawdowns over time in addition to any leveraged positions. They’ll also be able to manage their own personal data without needing to get on the phone to HR.
We know that reward schemes are key for retaining top talent. That’s why your participants will deal directly with us – not a call centre helpdesk. We have a deep understanding of their carry plan and its nuances, and we can give them the answers they need.
We can help manage and coordinate legal paperwork for fund set-up, admissions, points allocations, processing leavers and many other core tasks.
Whether you’re looking for a simple record-keeping and points tracking service, or investment in the underlying funds too, we’ve got you covered. Plans can be tracked independently or alongside co-investment into the funds. Whatever you need, we’ve got the expertise to tailor a solution that fits perfectly for your firm.