
Elevate Your Fund Administration Experience
Bespoke services tailored for impact-driven funds seeking excellence and longevity.
As one of the few 100% impact-focused fund administrators in the U.S., Gingras Global offers more than service—we offer partnership. We become an extension of your team, ensuring every detail reflects the same trust and excellence you bring to your mission.
High-Touch, High-Quality Service
From your first fund to your fifth, we stay by your side with a consistent team, deep knowledge of your structure, and a proactive approach. With our bespoke strategy, we offer you direct access to decision-makers and white-glove service that never gets lost in a queue.
What We Offer
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Unlimited discussions with LP tax/legal on account titling and tax-related questions
LP Concierge registration process
Electronic signature with Docusign
Invoicing on initial commitment
Welcome Packet with commitment details
Online portal customization for each LP's comfort level
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Individual activity reporting/Commitment reports
Individual valuation reporting
Online mobile-responsive portal
Admin team to process all life changes such as address changes, marriages, trusts, separations, registrations, etc.
Support to resend reports, interim individual reports as needed
Tax season support with their financial professionals
Invoicing on capital calls and intake support, hard copy avail upon request
Distribution processing and tracking
K1 distribution when received from CPA firm, posted on portal
Tax forms distributed both digital and mailed hard copy
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Capital and management call schedules and invoicing; calculations
Commitment tracking
Tracking by ownership
Tracking for overpayments, credits by LPs
All bill payment with manager approvals
All fund deposits
Capital call oversight and push to clear receivables
Monthly reconciles of all bank and brokerage accounts - 8 included per fund per month
Initiation and wires tracking
Bank fee management
Waterfall schedules tracking
Reconciliation of legal and tax billing for transaction allocations
Monthly fund statements for management - select options from package
Book and tax allocations
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Transaction checklist
Signatures/Countersignatures
Security maturity date tracking
Welcome Packet for PC CEO/Mgmt team
Impact tracking training
Impact Quarterly Report intake
Mapping, as needed
Manual valuation updates
Interest allocations & debt allocations
Custodial transfers
Loan payment schedule tracking
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Annual mapping of impact to stated initiatives
Quarterly update consolidation from portfolio companies
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Weekly 30-60 min attendance at manager meeting
Review of internal documents for management
Relaying of investor communications to management
Banking communications, as needed
Portfolio company scheduling, as needed
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Oversight of signatures and documents during capital raise process
Sending updates on registrations by state to legal for state filings
Periodic review of materials with legal counsel
Annual meeting with legal counsel on compliance law changes, etc.
Coordinating with all annual state filings
Licensure tracking, as needed
KYC/AML & Accreditation Verification
Unlimited tax and legal conversations with hired counsel
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Gingras Global is prohibited from engaging in solicitation or marketing and promotion
Gingras Global cannot provide tax or legal counsel
Jeff Petherick, Fund Manager
“Gingras Global has developed the most comprehensive platform in the impact investing space that I’ve ever seen in terms of reporting.”

Let’s Build Something That Lasts
Contact us to learn how we can elevate your fund administration.