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Next-Gen Expense Allocation for Private Funds

Speaker

Kevin O’Keeffe

Director, IntegriDATA, an Indus Valley Partners Company

Thursday, March 12th 2026 | 11:00 AM GMT

Expense allocation is becoming a strategic priority for private funds, requiring stronger control, efficiency, and scalability. As LP expectations for transparency increase and fund structures grow more complex, firms are moving away from fragmented manual processes toward more automated and intelligent workflows.

In this session, we’ll explore how recent enhancements to the Expense Allocation System (EAS)™ bring together smart workflow automation, built-in controls, streamlined integrations, and new AI capabilities to help private funds modernize expense allocation and operate with greater confidence.

Key Takeaways

  • The 2026 Expense Landscape for Private Funds: Understand how evolving LP expectations and increasingly complex fund structures are driving the need for greater transparency, efficiency, and operational control.
  • Next-Generation Expense Allocation Workflows: Learn how firms can streamline approvals, track budgets, enforce expense caps, and reduce operational errors across complex fund structures.
  • AI-Enabled Enhancements: Discover how AI-powered OCR and chatbot capabilities can simplify invoice processing, automate email-to-invoice workflows, and provide real-time guidance.
  • Simplified Spend Management: Explore how centralizing firmwide accounts payable improves visibility into vendor spend, legal entity allocations, and overall expense management.
  • Real-World Scenarios and Best Practices: See how integrated capabilities help optimize expense allocation and strengthen fund operations.

Expense Allocation Solution

The Expense Allocation System enhances accuracy and efficiency, reduces errors, ensures compliance, and enables in-house teams to process allocations swiftly.

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