The client required current state, deal-flow procedures, and processes documented. Additional documentation was also required for Investor Relations, Accounting, and Distribution area.

Vaco was the partner best suited for this initiative since we have expertise in the industry along with experience documenting 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.

The goal is to have complete Policies, Procedures and Process documentation for all critical functions and tasks within the firm.

Vaco has completed Phase I and is waiting to scope out additional phases as the business grows and new investments are brought into the Fund.