About
Founded in 2025, Altura CFO delivers strategic financial, operational, and compliance advisory services to alternative investment firms. I serve as your versatile operating partner, seamlessly managing the full spectrum of your firm and fund life cycle. My deep, cross-functional experience—gained within GPs, LPs, professional service firms, and private operating companies—ensures I proactively meet the complex needs of both you and your investors.
Mission
Energize your operations, serving as the catalyst for your firm's accelerated growth.
Vision
To be the institutional-caliber professional services firm that complements the pedigree of your organization, serving as your indispensable operating partner.
The Challenge: Complexity, Cost, and Talent
Today's alternative investment landscape is defined by increasing complexity and fierce competition, driving up costs and demanding more sophisticated talent.
Challenge
Talent Shortages
Increasing Costs
Rising Complexity
Impact
Difficulty finding and retaining qualified personnel to meet growth plans or replace an aging talent pool.
A high inflationary environment combined with talent scarcity puts significant upward pressure on costs.
Greater regulatory demands and increasing requirements from both US and international investors.
Process: From Strategy to Institutional Execution
Plan & Strategize: I evaluate all internal and external factors associated with your business based on your current phase of firm and fund formation.
Design & Architect: I develop a bespoke service proposal to form, optimize, or catalyze your operations while strategically addressing current market constraints.
Implement & Execute: I execute our plan, institutionalizing or enhancing the control environment of your firm and funds for long-term success.
Monitor & Oversee: I continually quarterback the non-investment functions of your firm and funds, ensuring to meet the demands of today and tomorrow.
Core Services: Comprehensive Fund & Firm Management
Treasury
Manage firm and fund liquidity, including capital calls, distributions, and the strategic use of credit facilities (subscription and NAV).
Oversee cash controls and manage banking relationships.
Finance
Fund: Process expenses (ensuring policy adherence), review financial packages, oversee fee/carry calculations, assist with valuations, and coordinate the annual audit/tax process.
Firm: Oversee Firm/GP accounting, prepare quarterly reports and annual budgets, manage liquidity, process payroll/benefits, and manage tax compliance.
Operations
Collaborate on fund formation and offering documents with fund counsel.
Liaise on deal structuring and manage key service providers (fund/deal counsel, corporate service agents, transaction advisors).
Prepare required firm and fund board materials.
Investor Relations / Business Development (IR/BD)
Assist in preparing investor letters and reports.
Manage LP requests and represent the firm at onsite meetings and investor days.