Liaison Services

ALPS provides a specialized suite of services focused on liaising with your fund’s other service providers and stakeholders. Our liaison department consists of a dedicated team of professionals who help you navigate through industry complexities and allow you to focus on your business. These services include investor due diligence, audit, and tax liaison.

Private Equity Services - Liaison Services
Click on the image to view the Private Equity Services Workflow Model

Prior to investing, sophisticated investors generally conduct a risk assessment on investment funds. This due diligence includes an operational assessment of the fund’s administrator. At ALPS, we view this as an opportunity to showcase our people, processes, and technology. And, as a large diversified financial services company, we are able to demonstrate financial soundness and stability. Our experienced and responsive investor due diligence team will provide your investors with the confidence they require.

Our experienced audit and tax liaison teams compile the year-end work papers and proactively help you manage the process to ensure you meet regulatory and investor deadlines for financial statements and tax returns. The audit liaison team also prepares year-end financial statements and footnotes in accordance with the applicable accounting standards.

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