Expense Allocation in Private Markets: Building Scalable and Standardized Processes

Webinar Concluded

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Getting expense allocation right is no longer optional. With LPs demanding greater transparency and regulatory scrutiny intensifying, inconsistent manual processes create operational bottlenecks, increase error rates, and weaken audit readiness. A more streamlined, scalable approach is needed.
In this webinar, EAS experts discuss how private market firms are leveraging automation and structured frameworks to enhance transparency, ensure defensible allocations, and support sustainable growth.

Watch the session to explore:

    • Best practices for allocating GP- and LP-level expenses to improve efficiency and reporting clarity
    • How automation is reducing manual effort and mitigating regulatory risk
    • Strategies to meet investor and compliance expectations around documentation and justification
    • A live demonstration of building a scalable expense allocation framework in action

Guest Speaker

Rae Riccobono

Vice President at Blackstone Blackstone

Hosted by:

Kevin O’Keeffe

Business Development Executive and SME,
IntegriDATA, an Indus Valley Partners Company

Ashish Jain

Managing Director, Accounting Services,
Indus Valley Partners

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