Who We Are?

About KPL Consultants

KPL Consultants is a highly talented and innovative team of financial operations experts with years of experience with several leading private equity managers and fund administrators. Our mission is to assist our clients to develop reporting systems to insure transparency and scalability which meets Institutional Limited Partners Association (“ILPA”) standards, while managing the costs/workload of fund managers and administrators. We do this by dissecting clients investor financial processes and models and then rebuilding them into succinct, simplified, controlled, and streamlined end products.

Collaborate

Work closely with CFO/Controller teams and help lead from the front

Ensure Timely Reporting

While reducing last minute scrambling against deadlines

Reduce Reporting Costs

Efficient processes leading to saved time and money

Implement Scalability

As growth is forthcoming, ease of scalability is important

What Do We Focus On?

Our Services

Our firm leads the way in driving change and takes full accountability for outcomes. We specialize in providing practical solutions to ensure full compliance with client reporting needs.

Fund & Investor Reporting Automation and Quality Control

Streamlining reporting and error mitigation

Financial Model Build/Audit/Re-engineering

Carried interest, management fees, investor allocations, track record and more

General Ledger Configuration and Optimization

Specializing in Investran

Process Improvement

Including investor correspondence, fund admin interface, treasury and more

WHAT IS THE PROBLEM?

THE PRIVATE EQUITY CFO's DILEMMA

The Problem

♦ Fund managers are increasing the complexity of their fund structures to give investors the most tax investment product available.

♦ Institutional investors have been successful in lobbying to increase the transparency they receive in reporting, i.e.: SEC Private Funds Rule or ILPA

♦ Controllers and financial operational professionals, in addition to their other responsibilities are required to adapt to these new requirements and often face significant quality, scale, and efficiency challenges. As a result, the CFO and Controllers role has evolved into a process and model engineering role equally as important as their financial and accounting role.

Why Does This Problem Matter?

♦ Investors are increasingly voicing concerns about reporting gaps (timing, substance, quality) which if not addressed could negatively impact future fundraises.

♦ In an attempt to address this issue, management has hired more full time back office staff who are often untrained, which frequently compounds the issue.

The Solution

♦ KPL Consultants leads the way in driving change and takes full accountability for outcomes. Providing practical solutions to ensure full compliance with client reporting needs.

♦ Our approach involves first gaining an understanding and then restructuring a client’s processes and models to produce a workable financial reporting system.

♦ We focus on training with our new systems for a smooth transition. Our services include streamlining ad-hoc investor requests, enhancing reporting standards to meet SEC and ILPA guidelines, improving administrator service quality, and increasing efficiency and reducing errors.

VISUAL REPRESENTATION

OUR IMPACT

KPL Consultants knows the all-too-common pain point around reporting. Our impact is to eliminate the increased effort spikes that occur near reporting deadlines.  Statistics show that increased effort spikes and working against the clock leads to higher error rates.  By eliminating effort spikes, we significantly decrease error rate, are able to release reporting earlier, and remove unnecessary team stress.

About Our Founder

Kevin Landers

Kevin is a seasoned Private Equity financial professional who has led and supported Controller and CFO functions at the top three internationally known Infrastructure fund managers (among others) on both the manager and fund administrator side. Kevin has led many initiatives around process improvement and transformation, to facilitate a high-quality experience for investors with scale and efficiency. He is also an Investran power user.

Kevin holds a Bachelors and Masters Degree in Systems Engineering from Stevens Institute of Technology and is a Marine Corps veteran where he was a helicopter technician lead on combat deployments as well as in direct service for the President of the United States.

Get in touch

    WE ARE ACCEPTING NEW PROJECTS.

    KPL Consultants is looking forward to understanding your needs. Please call or email us today.



    Contact Us

    619-987-0321
    klanders@kplconsultants.com