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Finance & Operations 

Mount Ocean serves as a finance and operations solution to early-stage GPs and
supports existing firms seeking to enhance elements of their operational infrastructure.

 

We call on our network to provide
 appropriate solutions for each client. We serve as a trusted adviser enabling managers
to streamline and de-risk the process of building their business.
 
 

Fund Formation

•  Partner with GPs from fund formation through launch


•  Advise on all aspects of firm creation


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Fund Finance

• Provide fractional CFO services
• Consult on the creation of financial processes, controls, and policies

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Operations & Systems

• Serve as outsourced COO
• Provide guidance about the full range of infrastructure requirements


 

Compliance & Risk

• Partner with Compliance providers to ensure a well-functioning program

• Oversee development of risk policies, procedures, and related documentation

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Culture & Alignment

Thoughtful financial alignment, team management, and culture building are competitive advantages for any investment firm, especially an early-stage firm. Outside of performance struggles, failure to retain top talent is likely the number one culprit destabilizing firms that are fortunate to gain traction. Mount Ocean seeks to help our clients de-risk the people and culture challenges that so often undermine otherwise promising firms.

Financial & Team Alignment

•  Financial benchmarking
•  Equity transition modeling
•  Long-term compensation planning

Talent Management

• Founder coaching
• Manager coaching
• Input on reporting lines 
• Performance review structuring and advice 

Culture Development 

• Core values and goals identification 
• Day-to-day best practices 
• Activities and traditions fostering culture 
• Internal communications and updates
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Capital Formation

Securing meaningful capacity with differentiated niche managers, especially when they are launching or in their early years, can be essential to the success of an investment program. Often such managers are scarcely marketed and/or hamstrung by costly financing relationships making them difficult to source or un-investable. 

Mount Ocean identifies strategies proprietarily as well as sourced by allocators looking to back or help a manager scale. We represent investors launching their firms and existing managers seeking to broaden their LP base or institutionalize their business. Mount Ocean’s CIO and partners personally invest in any firm we bring to market. 
 

Working with Capital Owners & Asset Allocators

Mount Ocean partners with family offices and institutions to help identify and, in some cases, back niche managers.

 Mount Ocean shares ideas we have sourced

• Including early-stage opportunities with founders share and  capacity arrangements available
• We personally invest in each strategy we represent

A family office or institution sources the idea; Mount Ocean will:

- Provide turn-key operations and business structuring 
- Make introductions to like-minded LPs
- Coordinate seeding or “founders share” arrangements, as appropriate

Early-Stage & Established Managers

Mount Ocean can engage in all phases of the sales process from determining market fit and marketability to onboarding LPs and coordinating capital calls.
•  Investment due diligence
• Market fit assessment 
•  Capital formation strategy 
•  Sales plan
•  Marketing materials  
•  Digital strategy 
• Messaging & positioning 
•  Sales activity tracking & pipeline reporting 
•  Coordinate closes and onboarding
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