No, Cohen & Company is a CPA firm that provides advisory services including digital finance solutions and managed service offerings.
Can Cohen & Company replace my fund administrator ?
Depending on your current use of a fund administrator and desired support model, Cohen & Company may be able to provide complementary services to existing fund administrators or limited services for smaller firms who do not need a full fund administrator.
Does the model scale to support future funds?
Yes, our proprietary templates can support new portfolio companies, add-ons and new funds. Additionally, having all performance data in one location accelerates the fundraising process by already storing performance history of portfolio companies and funds.
I already have a Business Intelligence (BI) solution, can I still use Cohen & Company’s reporting solution?
Yes, our solution can integrate with the majority of widely used BI and data apps. There are several methods of integration, which we will scope to determine the best method for each client.
Does this solution replace BI?
No, the solution is intended to work alongside BI tools to provide a connected reporting platform. Cohen & Company assesses and implements BI tools and can help you best design your reporting environment.
Is my data secure?
The solution uses technology platforms, all of which have a SOC 1 Type II and SOC 2 Type II reports. These reports are available upon request.
Can the solution be customized?
Yes, every element of the solution is subject to customization to specific clients. Using preconfigured templates will accelerate the deployment; however, we understand every client is unique and different levels of customization are necessary.
Can my entire reporting team use the platform?
Yes, Cohen & Company will work with your teams to create permissions registers ensuring proper controls over reporting are in place.
Can I have the models and reporting built without Cohen & Company’s managed service support?
We have a flexible service delivery model intended to adapt to various client needs based on build and deliver, or managed service support models.