Taking over as fund CFO: the first 100 days

You inherit systems, providers, and spreadsheets you didn't choose. The first 100 days are the best time to review them, before you're expected to defend them.

This guide splits the period into three stages: map what you inherited, test how it runs, then decide what to fix first. Each stage comes with a worksheet to use with your team.

It is for fund CFOs and controllers in their first months in the role.

What's inside

• Why the first 100 days matter. How LP reporting expectations and the SEC's focus on provider oversight have moved, and why change gets harder once you own the setup.
• Days 1–30: map what you inherited. An operating map of every system, provider, contract, and spreadsheet that touches the numbers.
• Days 31–60: test how it actually runs. Nine tests on real work, from a quarter-end to an LP's first login, each scored green, amber, or red.
• Days 61–100: decide what to fix first. What each common red usually means, the fix that holds, and whether to fix, renegotiate, or replace.
• If the answer is to move. How long a move takes now, and how to time it around your notice date and distribution cycle.

Let us help you run your funds with greater accuracy and efficiency.

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