Launch With Confidence. Transition With Clarity.
Whether you’re launching a new fund or changing administrators, there are many tasks and deadlines to manage. Our dedicated onboarding and implementations teams ensure that your path is well marked.
We Make the Complex Simple
Time is Short. Let us be Your Guide.
Your time matters and we’ve been here before. We identify, organize, and manage the many tasks involved in a launch or conversion.
There are Multiple Parties to Organize.
Brokers, counterparties, banks, technology providers, law firms, and regulators all need coordination. We drive the communication and planning that brings them together.
When Questions Arise, Expertise Matters.
Structural questions, regulatory requirements, and complex operational considerations always arise. We see them every day and help you navigate with confidence.
You Need to be Ready on Day One.
Your investors expect a seamless investment experience and timely NAV production. It’s our job to make sure that happens.
Fund Transitions Made Seamless by Our Dedicated Team of Experts
We understand that your funds’ successful launch or conversion is essential, and we’ve structured our onboarding team and process to ensure that outcome.
Project Management
The onboarding team customizes a comprehensive project plan for each client. From kickoff to completion, we provide constant communication along the way so you and your funds’ service providers will be ready for day one.
Fund Accounting
We identify every nuance of your funds and work with you to support them. Using comprehensive control checklists, we ensure that your funds and processing requirements are optimally configured.
Investor Services
Your investors will experience professional and accurate communication from day one. We coordinate with your legal counsel to incorporate our investor-friendly, streamlined AML supplement into your subscription documents, and we ensure your investors know how to reach us and are prepared to receive documents securely through our online portal.
Cash Services
We coordinate opening your funds’ bank accounts, assigning user entitlements, and setting up your vendors’ standing wire instructions.
Data Feeds
Stone Coast communicates with inbound and outbound data sources to initiate, test, and support data exchanges – including feeds from your order management system, prime brokers, and counterparties.
Conversion Support
Conversions have their own requirements – including communicating with and onboarding existing investors, building portfolios, and ingesting historical activity from legacy providers. Stone Coast utilizes time-tested request lists and secure data and document transmission methods to streamline the process.
Planning a Launch or Changing Your Administrator?
Let’s talk about how we make onboarding seamless from day one.
A Specialized Team for a Specialized Project
Drawing from backgrounds in fund accounting, investor services, technology, and specialized functions, our team can handle your most complex requirements.
Dedicated
Team
Our onboarding team is focused solely on the successful onboarding of funds, and has no competing responsibilities for day-to-day client operations. This enables them to focus on setting up new clients for success.
Demonstrated Expertise
With a proven track record of successful fund launches and conversions, we’ve seen it all. From careful review and consultation on your fund documents to calculation of your first NAV – we ensure the details aren’t missed.
Concierge-Level Guidance
Your questions reach the right experts immediately, while scheduled check-ins keep you informed and your project on track. Our team acts as a concierge to our people, processes, and technologies.
"As the Head of Onboarding for 17 years, I've overseen countless launches and conversions. My team is purpose-built to make sure your first experience with Stone Coast is positive and straightforward."
Director of Operations Support at Stone Coast
Insights
Stone Coast Insights
Explore articles on regulatory trends, process optimization, risk management, and operational excellence in financial services.
Onboarding & Implementation
From Kickoff Call to First NAV: How We Set Funds Up for Long-Term Success
The first few months of a fund’s operational lifecycle establish patterns that persist throughout its lifespan; a successful fund setup and implementation lay the groundwork for an effective launch and clear anticipated obstacles for smooth sailing in the future.
Paul Daniels
Sep 2025
Stone Coast Insights
Can Your Administrator Scale with You? What to Ask Before You Commit
The alternative investment landscape continues to evolve, with fund managers facing increasingly complex operational burdens that threaten to neutralize the value of their hard-won competitive advantages.
Rob Larson
Sep 2025
Onboarding & Implementation Services FAQs
We’ve answered some of the most common questions to help you understand what to expect and how we keep your transition on track.
How much notice do you need to launch a new fund?
We can launch funds exceptionally quickly. Funds can be launched in as little as 2-3 weeks. Ideally, notice of 4-6 weeks allows for a quick, but unrushed pace. Timing can be impacted by the lead-time required for external tasks, like opening bank accounts or finalizing fund documents.
Is it difficult to switch administrators?
No, it’s not. We work with your current service provider to obtain all necessary information. Our onboarding team efficiently loads your data into our accounting system and thoroughly reviews all existing investor records. We take enormous care to ensure that your investors understand the change and receive impeccable service.
Can I switch administrators at any time?
Yes, transitions at any time are completely manageable. We need an audited portfolio as our starting point, and if a conversion isn’t planned for year end, we’ll reprocess the previous administrator’s work for the current year.
How much of a "parallel period" do you recommend while switching administrators?
One month is very standard. For more complex portfolios, two or three months might be more suitable.
Onboarding & Implementation is Just One Piece of the Solution
Accurate NAVs, allocations, and financials backed by a disciplined review process and audit-ready controls.
Filing deadlines, reporting, and documentation are handled by our in-house legal and compliance team with precision.
We handle subscriptions, redemptions, transfers, and investor communications with precision and responsiveness.
Ready to Talk About a New Fund or an Administrator Switch?
