What Fundviews Capital does

Fundviews Capital LLC is an outsourced fund-operations platform founded in April 2021 in Florida that coordinates the launch and ongoing back- and middle-office operations of private investment funds for RIAs/wealth managers, family offices, and emerging asset managers. The company delivers services through its proprietary Fundviews OS platform, which provides AI-assisted email triage and document parsing, an investor onboarding portal with KYC/AML integration via CLEAR by Thomson Reuters, compliance filing support, shadow NAV reconciliation, and a public pricing calculator. Funds are structured in coordination with default legal counsel Riveles Wahab LLP (whose founder is also a Fundviews partner) across Delaware, Cayman Islands, and BVI jurisdictions using Series LLC, standalone, master-feeder, and SPC architectures.

Fundviews monetizes through an annual percentage-based operator fee on assets under service, with published tiers of 0.30% for SPVs/single-deal vehicles, 0.50% for funds and fund-of-funds, and 0.25% for family office vehicles. A $15,000 minimum annual fee is typically waived for the first 6-12 months during fund ramp, and the fee is written into each fund's PPM as a fund-level expense. The go-to-market is operator-led and direct, driven by content marketing (57+ blog posts, monthly newsletter, 20-page whitepapers, podcast), annual Miami industry events, a public pricing calculator, a 5-minute launch-plan intake form, and 20-minute discovery calls. As of March 2026, Fundviews reports $788M in Assets Under Service across 51+ funds launched and 18 active client relationships, supported by a 1-10 person team distributed across Doral FL, Palm Beach Gardens FL, and Montevideo, Uruguay.

Name

Fundviews Capital

Legal name

Fundviews Capital LLC

Website

https://fundviewscapital.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Fundviews Capital is an outsourced fund-operations platform that launches and runs the back- and middle-office of private investment funds for RIAs, family offices, and emerging asset managers, charging a published 0.25-0.50% annual operator fee across Delaware, Cayman, and BVI structures.

Ownership category

akta.pro rank

Product category

Fund Administration and Operations Services

NAICS

Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Fund Services & NAV Support (Fund Accounting Interfaces) (FSAFALAJ)

akta.pro secondary industries

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Fund Governance Support (Board/Trustee, Minutes, Policies, Oversight) (FSAAAMAH)

Keywords

• Fund administration services
• Private fund operations
• Outsourced COO
• Investor onboarding KYC
• Fund structuring coordination

Headquarters

HQ city

Miami Springs

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Operator Fee (Primary Revenue): Annual percentage-based operator fee charged to manage back- and middle-office of private investment funds. Three published tiers: 0.30% for SPV/single-deal vehicle, 0.50% for Fund or Fund-of-Funds, 0.25% for Family Office Vehicle. Fee can be written into fund's PPM as fund-level expense. Minimum operator fee of $15,000/year, typically waived for first 6-12 months during fund ramp.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Fundviews Capital coordinates the launch and runs the back- and middle-office operations of private investment funds for RIAs, family offices, and emerging asset managers. Services include structuring coordination with counsel (Riveles Wahab LLP by default), investor onboarding with KYC/AML, fund admin oversight, shadow NAV reconciliation, audit and tax support, compliance filings (Blue Sky, Form D, BOI, FATCA), and investor reporting, delivered under a published annual operator fee model across Delaware, Cayman, and BVI jurisdictions.

Product overview

Fundviews Capital operates a unified outsourced fund-operations platform for private investment funds. The core product is the Fundviews Platform (Fundviews OS), which coordinates legal structuring, back- and middle-office operations, investor onboarding, compliance, and reporting across three fund-structure tiers (SPV, Fund/Fund-of-Funds, and Family Office Vehicle) in Delaware, Cayman, and BVI. The platform is supported by a public Pricing Calculator and a 5-minute Launch-Plan Intake that triggers AI-assisted internal drafting. Core service modules include Outsourced COO (OCOO) operations, investor onboarding with KYC/AML via CLEAR, compliance filing support, and shadow NAV reconciliation. The company also publishes an Insights Blog (57+ posts) and Whitepapers as thought-leadership content, and hosts the Fundviews Podcast. Operator fees are published at 0.25–0.50% per annum depending on vehicle type. Fundviews does not provide a public API; its AI use is limited to an internal Claude-powered draft generation workflow reviewed by staff before client delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced COO (OCOO) Service

Quantifiable outcome

• Day-1 to first close in 30 days for feeder funds (vs. 6-9 months build-it-yourself)
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability2 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Riveles Wahab LLPcoreStrategic or Co-development PartnerDefault legal counsel partner for fund structuring and formation. Simon Riveles, firm's founder, is also a Fundviews founding partner and has launched 800+ funds since 2011. Coordinates legal workstream as part of Fundviews operator engagement. Clients may engage other counsel of their choosing.
• TAAUS Secure Technologies (Thomas Aliberti)coreStrategic or Co-development PartnerCybersecurity partner providing information security expertise for Fundviews and client data. Thomas Aliberti has 20+ years of enterprise security experience. Manages WISP, encrypted transport, access controls, MFA, and incident response procedures.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Citco Fund Services: Major global fund administrator providing NAV, accounting, and investor services to alternative investment funds. Competes for outsourced fund operations mandates and hires from the same operational talent pool.
• Standish Management (BNY Mellon): Private fund administration firm owned by BNY Mellon providing accounting, reporting, and operations services. Comparable to Fundviews in fund admin coordination; larger scale and broader service stack.
• SS&C Technologies (GlobeOp): Large-scale fund administration and middle-office services provider under SS&C. Broad incumbent in fund services that competes for the same emerging-manager and mid-market fund customers.
• Gen II Fund Services: Independent private fund administrator serving PE, real estate, and hedge fund managers globally. Competes with Fundviews in the outsourced fund operations space at a larger, more established scale.

Emerging players

• Addepar: Wealth management technology platform serving family offices, RIAs, and private banks with portfolio analytics and reporting. Comparable RIA and family-office customer base with adjacent (rather than overlapping) fund operations functionality.

Direct peers

• AngelList (Rolling Funds): Fund formation and operations platform enabling emerging managers to launch rolling/continuous funds with administrative infrastructure. Comparable outsourced fund-ops offering for emerging managers.
• Juniper Square: Fund operations and investor reporting platform for private equity, real estate, and venture GPs. Closely comparable to Fundviews in serving emerging and mid-market fund managers with software-plus-services fund administration.
• iCapital: Alternative investments platform connecting RIAs, family offices, and wealth managers to private market funds. Directly comparable to Fundviews' RIA and family office go-to-market focus and alternative investments enablement thesis.
• Carta: Equity management, fund administration, and fund formation platform serving venture, private equity, and LP/GP relationships. Comparable to Fundviews in providing tech-enabled fund operations and onboarding infrastructure.
• CAIS: Alternative investments marketplace and operational platform for independent advisors and family offices. Directly comparable customer base and alternative-investment enablement model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/fundviews-capital

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fundviews Capital