Thank you to Global Custodian for recognizing that Opus is truly “Engineered for Growth”.  The industry journal highlights four key ways that Opus helps fund managers scale faster and differentiate themselves as a long-term institutional-quality partner to investors. It’s a quick but worthwhile read at a time when managers who shine during operational due diligence have a competitive edge in attracting allocator capital.

Read the article here:

https://www.globalcustodian.com/thought-leadership/why-some-fund-managers-scale-faster/

‍ ‍

Francisco Garrido, VP of Operational Due Diligence at $100+ billion investment manager Pantheon sits down with Opus' Leo LaForce to discuss with Opus what operational due diligence is, how it's evolved, and why it matters more than ever for fund managers looking to raise capital in an ultra-competitive alternative investments landscape. Francisco shares insights from his 20-year career evaluating multi-billion dollar hedge funds and private markets funds while working at some of the world's top allocators and investment consulting firms.

Heading into 2026, with a backdrop of increasing exit activity, improving M&A appetite, and an open IPO window, Private Markets continue to be both an established, yet still dynamic, asset class and a core component of institutional investors’ portfolios.

Read more here on the trends Opus is seeing and how we’re helping fund managers be ready to manage operational complexity and capture opportunities within the global private markets.

Opus Fund Services would like to thank all our clients and other guests who attended our recent Engineered for Growth event at the Harvard Club of New York City. It was rewarding to bring together a room full of ambitious fund managers at various growth stages and a world-class panel of experts across capital raising, due diligence, and operational best practices.

We appreciate Kunimi Kawamura, Julia Reyes, John Ward, Matt Auriemma, Jason Plawner, CFA for joining Christian Pollard and Leo LaForce onstage to share their actionable insights and real-world advice for building long-term scalable fund businesses attractive to institutional allocators.

Here are just some of the highlights and key takeaways from the event.

Opus. Engineered for Growth.

Fund managers are increasingly adopting AI to gain an edge in a rapidly evolving, hyper-competitive industry. Investment teams now use algorithms and machine learning to analyze vast datasets and unconventional data sources, identifying patterns and predicting future market trends and price movements with exponentially greater speed and accuracy than traditional methods. Automations are even leading to the development of new strategies, such as Quantamental Investing, where AI is combined with human judgement to uncover investment trading signals while managing portfolio risk more effectively.

But it’s not just the front desk that has been transformed. Opus is a pioneer in applying a similar AI-human approach within fund administration. At a time when cracks are showing in the traditional fund administration model due to reliance on spreadsheets and manual workflows, the Opus Digital Back Office is empowering fund managers with faster reporting, greater transparency, and reduced operational risk.

For those that can keep up, AI is rapidly transforming fund administration in several key ways:

1. Automation of Routine Tasks: AI can handle repetitive processes such as data entry, reconciliation, and report generation, whilst increasing efficiency and reducing errors.

2. Enhanced Data Processing: AI-powered analytics enable faster and more accurate processing of large datasets, improving decision-making and portfolio analysis.

3. Regulatory Compliance: AI tools assist in monitoring transactions and ensuring compliance with regulations by flagging anomalies and automating audit trails.

4. Improved Customer Service: Chatbots and AI-driven support systems provide clients with quick responses and personalized updates, enhancing client experience.

5. Risk Management: AI models help identify potential risks and fraud patterns proactively, strengthening the overall security of fund operations.

6. Cost Reduction: By automating complex tasks and reducing manual effort, AI helps firms lower operational costs.

And Opus is leading the way offering a modern solution for achieving the resourcing and scale necessary to provide fund managers, and their investors, with the proactive client service they deserve. Our formula is simple. Intelligently automate 80% of a workflow, such as calculating an NAV, and apply human expertise to the 20% that matters most - ensuring accuracy, while freeing them up to focus on supporting clients.

And while fund administrators’ AI stories often go from “operational” to “aspirational” during due diligence, Opus can demonstrate exactly how our harmonized human-digital teams, intelligently automated processes, unified data architecture, and global orchestration system all work together to deliver sustainable peak operational performance for fund managers. Today.

Opus. Engineered for Growth.

About Opus:

Established in 2006, Opus Fund Services is an independent high-performance global fund administrator. Currently servicing over 1,000+ client funds and 100,000+ investors globally, Opus pioneered the use of intelligent automation to solve business challenges and operational risks that legacy fund administration could not. Opus’s industry-first Digital Back Office has transformed the levels of controls, scale, and transparency available to protect, support and empower fund managers and their investors. Opus Fund Services has offices in Bermuda, New York, Chicago (Naperville), San Francisco (Brentwood), Austin (Texas), Florida (Fort Myers), Manila, Halifax, Dublin, Enniscorthy, Cape Town, and Mauritius. Opus Fund Services (Bermuda) Ltd. is licensed by the Bermuda Monetary Authority under the Fund Administration Provider Business Act 2019 and the Corporate Service Provider Business Act 2012. Company registration no: 42409. Opus Fund Services (IRE-Admin) Limited is authorised under Section 10 of the Investment Intermediaries Act 1995 (as amended). For further information see www.opusfundservices.com or contact one of our offices.

We're pleased to be featured in Global Custodian, highlighting how Opus Fund Services uses intelligent automation to uniquely prove our platform works the way we say it does. The way investors want fund administration to be: transparent, accurate, cost-effective, and mitigating operational risks. It's a quick read, explaining why one fund manager told us last week "Nobody wants crappy ravioli!"
 
Let’s connect to chat on why fund managers and investors are preferring Opus' "Open Kitchen" approach to fund administration partnerships.

Global Custodian Article

Opus has been helping emerging managers launch and scale their operations for twenty years. As service partner selections are a key consideration for investment managers, we are excited to share our insights in collaboration with industry leaders Truss Edge, Dechert LLP, and RFA in this multi-part guide to a successful fund launch. Please find the first release below with future editions coming soon!  

Connect with Opus to explore how we help fund managers achieve efficient, scalable businesses.

This installment, "Optimizing Operations", includes insights from Opus' Christian Pollard and covers a new range of best practices critical for a successful fund launch:

• Selecting service providers, including a fund administrator

• Comprehensive approaches to mitigating key person risk

• Considerations for outsourcing CFO/COO roles at the start

• Approaches for managing a remote-based hedge fund

Access the e-book below and let's connect to explore how Opus helps emerging managers of all strategies and sizes achieve their next level of growth:

• Meeting the rigorous new standards of institutional investors

• Evidencing resilient infrastructure & robust cybersecurity

• Scaling using intelligent automation & digital-first workflows

• Unifying their data structure to meet diverse reporting needs

Thank you to Truss Edge for the continued partnership.  We look forward to sharing the next installment soon!

Over 15 years ago, Opus Fund Services launched a tech-driven fund administration platform, transcending traditional spreadsheet-based methods. Opus has always prioritized innovation, a commitment that continues to drive our development as a leading global SaaS-based fund administrator.

Recent Enhancements to Client and Investor Portals

Mike Canni, Chief Operating Officer at Opus, emphasizes significant recent updates: "We've overhauled our Client and Investor portals to significantly enhance functionality, design, and accessibility, to improve the overall user experience.” These portals now feature more intuitive navigation and adaptive layouts for seamless viewing across devices, enhanced color schemes, and clearer fonts. The newly introduced Digital NAV Pack allows clients real-time access to financial statements with full drill-down capabilities, simplifying the NAV approval process. Additionally, our free SaaS CRM and self-driven client onboarding system set us apart, providing fund managers with powerful tools to streamline operations and enhance interactions without additional costs.

Supporting Fund Managers in Capital Raising

Our suite of tools is designed to streamline the capital raising process, traditionally hindered by outdated methods like spreadsheets and emails. Our integrated SaaS CRM system enhances investor interactions and management of investor pipelines. The online Digital Subscriptions feature expedites the subscription process, while a workflow-driven automated capital call solution supports the expanding closed-end fund market, including private equity. Notably, 47 funds recently launched using our proprietary Digital Subscription functionality, and over 5,000 automated capital call notices have been calculated and sent to date.

Security Measures

Opus maintains the highest standards of data security by managing all development and operations in-house within a secure virtual environment. Our dedicated Opus Cyber team ensures best practices are consistently followed, providing clients with peace of mind regarding the integrity and confidentiality of their data. During a recent cyber audit by Grant Thornton, Opus achieved "Optimized" maturity level under the globally recognized ISO277001:2022 standard.

Continuous Improvement and Compliance

Informed by client feedback and a dynamic regulatory landscape, Opus remains committed to continuous enhancement. We have recently improved our platforms to align with new SEC regulations requiring increased transparency and oversight. The introduction of ATR+, an advanced transparency tool, provides real-time risk monitoring and multi-fund information, setting a new standard for transparency in fund administration. By continuously innovating and responding to client needs, Opus is leading the evolution of fund administration technology, providing powerful tools that enhance transparency, efficiency, and client satisfaction within the fund industry.

In this Global Custodian article, our Robin Bedford explains how ATR+ takes transparency to a new level. Providing ~80 data real-time data points, ATR+ enables investors to perform a more effective due diligence process.