Customer Stories

A rapidly growing investment firm managing approximately 15 closed-ended funds and multiple co-investment vehicles faced a critical inflection point. Their operational infrastructure was struggling to keep pace with growth, and the small finance team was overwhelmed by increasingly complex fund operations.

Frequent errors, high team turnover, slow communication, and lack of transparency. Do these fund admin challenges sound familiar? Our latest case study reveals how the CFO of an $8B real estate debt fund partnered with Maybern to transform these common challenges into opportunities. By onboarding to Maybern’s singular platform, the fund team brought critical functions in-house, streamlining and automating key calculations and providing much-needed visibility and control back to internal teams. Read the full case study to learn how this CFO built a more resilient and scalable operational framework.