Brochures

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

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

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

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

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.

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

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