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U.S. CFO Services

Alternative investment managers need specialized support to help them manage their financial operations effectively, and having a dedicated in-house Chief Financial Officer (CFO) isn’t always possible. We offer thorough external CFO services that cover all aspects of fund management, finance, compliance, and accounting.



assets under administration


funds under administration

Supporting 11 of the top 15 private equity firms

An extension of your team

Streamlined processes for increased efficiency

Efficient, effective services to meet your needs




Our CFO services

We can support you with:

  • Advisory and compliance
  • Fund oversight
  • Management company and partnership accounting

Management of internal finances

Count on us to help manage your internal finances with our expert CFO advisory services. Our use of high-quality financial tools and software allows us to maintain your books and records while streamlining your operations.

Vendor oversight

As well as managing internal finances, it’s important to monitor your vendor relationships. Our experts provide fund administration services and oversee your vendors to make sure they’re meeting their obligations and that everything is accurately reported.

Additional CFO support services

Our experts provide a range of additional CFO financial services, including:

  • Monitoring events such as subscriptions, redemptions, and capital calls
  • Limited Partner (LP) reporting
  • Expense payments
  • Preparing and sharing financial statements
  • Preparing and analysing budgets
  • Supporting the investment committee
  • Monitoring tax and regulatory filing and payment dates
  • One dedicated team
  • Unrivalled technical expertise
  • Committed service delivery

Having a dedicated and experienced team to help support the financial infrastructure of your business is important. Our team have diverse backgrounds and expertise, which helps them provide an excellent service to meet your individual needs.

With our external CFO services, you’ll have one single point of contact that works as an extension of your management team. By utilising outsourced CFO services, you can trust that your finances are in safe hands and focus your attention on what you do best.

Contact us to learn more about our CFO services and let us help you achieve your alternative investment goals.

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We chose to work with IQ-EQ as they offer a comprehensive service. They could offer CFO services, the administration of funds and an independent valuation of the service. Pierre Odelain Aglaé Management

CFO services FAQs


What does a CFO typically do?

A CFO typically manages a company’s financial operations and is responsible for setting financial goals, creating and managing budgets, and making important decisions about company funds. A CFO will also manage investments and make sure that any associated risks are considered.

What are outsourced CFO services?

It’s not always possible for businesses to have an in-house CFO, so outsourced CFO services offer the opportunity to access external financial experts to fill that position. These experts provide valuable advice and insights to help you make informed decisions about your finances and achieve your financial goals. Whether it’s ongoing support or a one-off project, external CFO services can help businesses save time and money while accessing specialist advice and resources.

Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

We’re ready to listen.

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Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

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