Contact

Initial Meeting

Our initial consultation focuses on your goals and helps us determine the right scope of services.

Get To Know The Teams:

• Introduce key team members, their roles, and the company’s goals for working with Pastel Fund Services

Business Objectives:

• Identify key needs, challenges, objectives, and potential areas of support

Critical Technologies:

• Discuss critical technologies used for accounting and operations

Reporting:

• Determine key reporting requirements, preferred formats, and deadlines

Communication:

• Establish communication protocols

Onboarding Process

During this phase, we will collect items required for onboarding:

• Most recent financial statements
• Most recent tax return
• Formation documents