Ep. 6 | The Role of Outsourced CFOs

In Episode 6 of The Shadmoor Overlook, Mike Merrigan sits down with Frank Napolitani, Operating Partner at Cartesian, for a conversation on the growing role of outsourced CFO services and how investment managers can build strong financial operations as they grow.

Drawing on his experience in the alternative investment industry, Frank discusses how outsourced finance teams support day-to-day accounting and investment operations, complement internal personnel, and provide additional financial oversight. For emerging managers, outsourcing can be one way to access specialized expertise while keeping operational infrastructure proportionate to the firm's size and resources.

💡 Topics covered:

  • What's driving demand for outsourced CFO services

  • How outsourced teams support fund accounting and investment operations

  • Audit readiness and operational due diligence

A thoughtful discussion on on building financial infrastructure that can support a manager's needs today while adapting as the business grows.

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Ep. 5 | Building Institutional Investor Relationships