Maybern Insights

Bella Zionts (Product Manager) enjoys creating meaningful solutions to thorny problems. Prior to joining Maybern, she was a founding member of a startup building fractional options trading and was an early employee at Webull.

Welcome to the latest installment of our “Meet the Team” series, where we introduce the exceptional talent driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.

A leading Midwest real estate investment manager with over $10 billion in assets maintained a vertically integrated approach to fund operations. Their in-house model provided strong control but relied heavily on manual processes and Excel-based workflows.

Sophie Mester, Director of Product at Maybern, has seven years of product experience building B2B software across different industries. Previously, she led the Platform Product team at Orchard (a real estate technology company) and worked on SeatGeek's Enterprise Product team building product solutions for large sport franchises.

The volume and complexity of ongoing LP information requests have reached unprecedented levels. While pre-commitment due diligence has always been rigorous, it's the dramatic increase in information demands during the life of the fund that's creating new operational challenges for investor relations teams.

Welcome to the latest installment of our “Meet the Team” series, where we introduce the exceptional talent driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.

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.

In the world of private debt and private equity, every basis point counts. Fund managers are constantly seeking ways to optimize returns for their limited partners (LPs). One often overlooked component that can significantly impact investor internal rate of return (IRR) is the timing of management fee break rebate distributions. In this post, we'll explore how more frequent fee break distributions can maximize returns for those investors with fee breaks, and how Maybern's integrated platform makes this process operationally feasible.