Upcoming webinar

Expense Allocation in Private Markets: Building Scalable and Standardized Processes

Tuesday, September 9th 2025 | 11:00 – 12:00 PM ET

Getting expense allocation right is no longer optional. As LPs demand greater transparency and regulatory scrutiny intensifies, inconsistent manual processes put firms at risk—slowing operations, increasing error rates, and weakening audit readiness.

Join our webinar to learn how private market firms are replacing fragmented workflows with scalable, automated frameworks that ensure every allocation is defensible, transparent, and built for growth.

Hosted by:
Kevin O’Keeffe
Business Development Executive and Subject Matter Expert at IntegriDATA an Indus Valley Partners Company
Ashish Jain
Managing Director, Accounting Services, Indus Valley Partners

Agenda:

  • Best practices for allocating GP- and LP-level expenses to boost transparency and efficiency
  • How automation reduces manual effort and regulatory risk
  • Strategies to meet investor and compliance expectations around documentation and justification
  • Build a scalable expense allocation framework with a live look at automation in action

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