Building Operational Structure

Full implementation of formal policies and procedures for real estate company.

  • Client

    Real Estate Investment Fund

  • Services

    Consulting

  • Areas of Expertise

    Accounting & Finance

  • Industry

    Financial Services

Our Challenge

Lack of Policy, Procedure, and Process Documentation

Our client, a real estate investment fund, had no policies, procedures, or processes documented within the firm, causing operational inconsistencies and inefficiencies through the organization. The government requires deal-flow processes to be documented within one year, and several other areas require documented policies and procedures as well. The client needs current state, deal-flow procedures, and processes documented. Additional documentation is required for Investor Relations, Accounting, and Distribution areas.

Our Solution

Provided Guidance in Establishing Documentation

Vaco was well suited for this initiative since we have expertise in the industry along with experience document policies and procedures. In addition, Vaco’s advisory capabilities allow us to provide guidance to the Fund on prioritizing, rationalizing, and streamlining the deal-flow process and then creating a standardized process and procedure.