Outsource Your Operations with Confidence
WinOps handles your operations with white-glove precision—so you can focus on deals, growth and performance.
You Don’t Know What
You Need Yet — We Do.
Many entrepreneurs don’t anticipate the operational complexity of launching and managing a fund or managing a public company. WinOps steps in as your trusted operating partner.
Onboarding
We identify what services you’ll need at launch and as you grow.
Dedicated Account Leadership
A single point of contact, backed by decades of experience.
Total Trust
Transparent delivery, elite network and zero margin for error.
What Experience Looks Like
We don’t chase scale. We focus on doing the right work for the right clients—and it shows in the numbers. These aren’t marketing metrics. They’re signals of trust, fit, and long-term value.
All the Ops Without the Overhead
We support emerging fund managers and REITs with the infrastructure, tools, and expertise to operate like a billion-dollar fund—without the overhead.
Accounting & Financial Reporting
Accurate, timely, and investor-ready. We handle day-to-day accounting, financial reporting, NAV calculations, and audit support so you can focus on your strategy.
HR Platform
Onboard and manage talent with confidence. We streamline payroll, benefits, onboarding, and compliance—all through a modern, scalable HR stack.
Tax Preparation & Compliance
Minimize risk and stay compliant. From fund-level tax prep to investor K-1s, we ensure your filings are handled with precision and foresight.
Loan Servicing
Simplify your debt operations. We manage payment tracking, reporting, and compliance workflows for loan portfolios—ensuring clarity for you and your investors.
Investor Relations
Keep LPs informed and engaged. From capital call notices to performance updates, we craft communications that build trust and save you time.
Fractional Leadership
Bring CFO-level insight without the full-time cost. Our fractional executives offer strategic guidance, financial modeling, and fundraising support tailored to your stage.
Litigation Management
Litigation is managed with efficient coordination. We work alongside counsel to handle documentation, deadlines, and disclosures with precision so clients can stay focused on what matters.
Executive Assistance
Get leverage where it matters most. From all things administrative, we’re here to help as an extension of your team.
Liquidation Services
The WinOps team has over ten years of public liquidation experience, providing liquidation accounting, property disposition and liquidating strategy and final dissolution.
Built So You Don’t Have to Worry About Operations
We serve visionary investment entrepreneurs—especially those launching or scaling funds under $1B AUM—who want expert operations without the overhead. Whatever your background, if you’re serious about running your fund like a business from day one—without distraction—WinOps is built for you.
First-Time Fund Founders
You have the vision, but not the roadmap.
Launching your first fund is exhilarating—and overwhelming. We help you navigate the complexities of setup, compliance and operations from day one.
Former Finance Executives
You know the industry, now you’re building something of your own.
Transitioning from a large institution to your own venture means wearing more hats. We handle operations so you can focus on strategy, relationships and growth.
Lean, Ambitious Teams
Small teams don’t have time for back-office distractions.
If you’re focused on raising capital or acquiring assets, you don’t need to be managing payroll, legal filings, or tax returns. We’ll take care of the infrastructure so you don’t have to.
Partners Preparing to Scale
Growth is on the horizon—your operations should keep up.
We partner with you from day one to simplify setup, streamline compliance and optimize operations so your fund is positioned to grow and scale with clarity and confidence.
We Work
With You
Every engagement starts with a conversation, not a contract. We tailor our services to match your needs—no more, no less.
Fit Assessment
Are we the right partner? Let’s find out together.
We begin with a conversation to understand your goals, then tailor our guidance to match your needs. We’re here to simplify the process—our services scale with you, offering just what you need to get started and grow.
Strategic Onboarding
We don’t just plug in—we build a roadmap with you.
Once we’re aligned, we begin a deep discovery process to understand your fund’s current stage, structure and operational priorities. Together, we’ll determine exactly which services you need now and what you’ll likely need later. From entity setup to investor communications, we map out the full picture.
Ongoing Partnership
Operational support that evolves with you.
We serve as an extension of your team—delivering consistent, high-quality execution across all back-office functions. As your needs change, we scale up or down. You’ll have a dedicated point of contact, responsive support and a clear view of performance at every step.
Quiet Confidence
We make your operations invisible—for all the right reasons.
You’ll never have to worry about whether taxes were filed, payroll went out, or compliance deadlines were hit. With WinOps, operational excellence becomes background noise. We help you move faster, avoid risk and grow without hiring an internal team too soon.
Trust is the Foundation.
Reliability is the Standard.
In our world, there’s no margin for error. Your fund’s success depends on trusted execution—quietly handled, expertly delivered.
Unshakable Reliability
Whether it’s onboarding a new employee, submitting tax filings, or updating investors, nothing we touch is trivial. We operate with the precision and dependability of a private bank—because our clients trust us with their livelihoods, reputations and investor relationships.
Consultative, Not Prescriptive
Most founders come to us with a blank slate and a lot of questions. That’s expected. We help identify your operational blind spots, structure what’s needed and deliver only what’s necessary—at the right time, in the right order. No bloated systems. No unnecessary tools. Just what works.
Boutique by Design
There’s no one-size-fits-all playbook here. We don’t do “packages” or generic tiers. Instead, we build operational partnerships that are custom-fit, high-touch and discreet. You’ll always know who to call—and they’ll already know your business inside and out.
Let’s Start with a Conversation
We don’t work with everyone—and that’s by design. Our process starts with understanding your goals and determining if we’re the right operational partner for your fund.