Brochures

General Partners

PEF’s fund administration services and technology transform the back office into a center of excellence.

Limited Partners

See PEF’s outsourced administration solution for Limited Partners, including fee verification, accounting support, and more.

Limited Partners: See PEF’s outsourced administration solution for Limited Partners, including fee verification, accounting support, and more.

SBIC Funds

PEF offers a complete range of services to help you maximize SBIC program benefits, minimize back-office burden, and comply with SBA requirements.

SBIC Funds: PEF offers a complete range of services to help you maximize SBIC program benefits, minimize the back-office burden, and comply with SBA requirements.

ViewPoint

ViewPoint™ is a proprietary, next-generation investor portal that delivers the interactive, data-driven experience today’s sophisticated investors expect.

Always-On

PEF’s Always-On business model enables us to provide a continuously accessible, secure environment with a focus on helping our clients address resource issues and scale.

SubDoc Processing

PEF introduces an Electronic Document Processing System that converts your subscription agreement into an electronic fillable form.

SubDoc Processing: PEF introduces an Electronic Document Processing System that converts your subscription agreement into an electronic fillable form.

PEFOnline (PEFO)

PEFOnline (PEFO) is a robust, proprietary self-service portal that streamlines and organizes fund data for General Partner CFOs and their back-office teams.

Menu