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Industry Resources
Demystifying Cashless Contributions – And Why Maybern Just Made Them Simple
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.
Data Quality
Operating Model
Investor Reporting
Industry Resources
Elevating Portfolio Management: How Maybern's Fund Performance Platform Creates Strategic Advantages
Portfolio managers at private capital firms face pressure to deliver superior returns while navigating complex fund structures, evolving investor expectations, and expanding regulatory requirements. Yet most portfolio management functions remain hampered by fragmented data sources, manual calculation processes, and systems that weren't designed for the unique needs of closed-end funds. This piece examines how modern fund management software addresses these challenges in performance data.
Investor Reporting
Operating Model
Data Quality
Industry Resources
Fund Structure Complexity as a Strategic Advantage
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.
Operating Model
Data Quality
Investor Reporting
Blog
Meet the Team: A Conversation with Melissa Stone, Senior Software Engineer
Welcome to the latest installment of our “Meet the Team” series, where we introduce the talent and expertise driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.
Team
Customer Stories
Empowering Fund-Wide Transformation Through Modern Operations
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.
Real Estate
Operating Model
Implementation Process
Data Quality
Industry Resources
Automated Hybrid Waterfalls: Reducing Risk to Realize Gains
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.
Data Quality
Investor Reporting
Research and Insights
Operating Model
Industry Resources
Meeting the Growing Demands of In-Flight LP Information Requests: Why Traditional Approaches No Longer Work
58% of CFOs report that LP requests seek more detail and analysis than in previous years, with the expected response speed compressing from days to hours. These information demands are creating new operational challenges for Investor Relations teams.
Data Quality
Operating Model
Investor Reporting
Blog
Meet the Team: A Conversation with AJ Hallac, Senior Software Engineer
Welcome to the latest installment of our “Meet the Team” series, where we introduce the talent and expertise driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.
Team
Customer Stories
Scaling with Control: How a Multi-Fund Manager Transformed Operations While Navigating Team Challenges
A rapidly growing investment firm managing approximately 15 closed-ended funds and multiple co-investment vehicles across venture capital and private debt had reached a turning point. Their small but capable finance team had built strong internal processes—but those very processes were struggling to keep pace with the firm's growth.
Operating Model
Data Quality
Implementation Process
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