United States - Funds Newsletter Q3 2025

"What it feels like to launch a fund nowadays."

Welcome to the Q3 2025 edition of Suntera Fund Services newsletter. In this issue, we’re spotlighting how the CFO is evolving with guest commentary from Blue Ribbon CFOs, sharing insights on Suntera Fund Services’ carried interest administration services, and celebrating recent industry recognition. Keep reading for further insight.

Guest Commentary
by Blue Ribbon CFOs

The CFO’s New Playbook: 4 Trends Driving Change in Investment Management Finance

CFOs are moving from back-office stewards to strategic leaders. Here are the shifts reshaping finance:

LP Transparency: Real-time data, fee clarity, and always-on portals.
Leadership Models: Hybrid in-house + co-sourced expertise.
Fee Pressure: Expense scrutiny and demand for efficiency.
Audit Readiness: From annual events to continuous controls.

These trends are competitive differentiators, and firms that lean into them will be best positioned to thrive in 2026 and beyond.

Read Blue Ribbon CFO’s article here for more insight.

Tech Spotlight
Carried Interest Administration Services

Carried Interest Administration Services

For private capital managers, awarding, tracking, and reporting carried interest can become a complex process. Multiple funds, numerous carry holders, vesting schedules, and evolving valuations create a significant risk of error.

Suntera Fund Services offers a dedicated carry management and administration service designed to deliver accuracy and efficiency. Our platform automates fund-to-GP and GP-to-participant allocations, providing accurate allocations, employee exit support, flexible delivery, and oversight.

Click here to learn more about our Carried Interest Administration services.

Industry Recognition

PEW US Awards 2025 email - shortlisted asset

We are proud to share that Suntera Fund Services has been shortlisted in 5 award categories at the upcoming Private Equity Wire US awards.

🏆 Fund Administrator of the Year: Technology

🏆 Fund Administrator of the Year: Client Services

🏆 Fund Administrator of the Year: GPs Under $30B

🏆 Fund Administrator of the Year: Overall

🏆 Fund Administrator of the Year: Private Credit

Out and About

Suntera Fund Services and Valuation Research Corporation will be co-sponsoring a cocktail event for industry friends at Annie Moore’s on October 23^rd. If you’d like to join us, please reach out to Shane Carmody.

Matthew Reynolds and Shane Carmody will be attending the LSTA conference in New York on October 23^rd. If you’re attending and want to learn more about Suntera Fund Services’ fund administration solution for private credit funds, please reach out to Shane.

Suntera Fund Services was proud to support the Grateful Americans Charity at their annual golf outing. Their mission is to provide resources that support programs aimed at ending Veteran homelessness and suicide while helping them combat Post Traumatic Stress Disorder (PTSD) trauma. Learn more about the charity here.

Suntera Global News

Suntera Global appoints David Page as Director of Business Development within its Funds and Corporate Services division in the UK

David joins Suntera’s London office to lead the charge on UK growth. With a focus on strengthening the firm’s presence in the market, he will work closely with the funds and corporate services teams to spotlight Suntera’s capabilities, support UK-based asset managers and growth businesses, and drive new client onboarding. Read more here.