Home » Catalyst x LTO – Summit 2023
Catalyst Logo Reversed Vertical with POL

Thank you for the warm welcome that we received in Nashville!

We had a great time getting to meet everyone at the Let's Talk Ops Summit 2023 and we look forward to seeing you at more LTO events in the future.

As a special thank you, we're extending an exclusive offer to any LTO Summit attendees that includes a 50% discount on our onboarding fees and a 20% discount on all year-1 fees.


Catalyst is an innovative, technology focused financial services firm, offering a range of next generation financial services solutions to Investment Managers, GPs, Corporate Entities, Family Offices, Financial Institutions and Private Ultra-High-Net-Worth Individuals.

A true one-stop-shop; our client-centric team offers a carefully curated portfolio of services that includes, comprehensive fund and corporate administration, corporate middle office services, and financial statement preparation and audit support, Catalyst’s solutions are designed to cater to the full life cycle of a wide range of investment structures.


Catalyst was founded in 2020 by a team of industry veterans who recognized the opportunity in creating a new breed of financial services firm that could combine cutting-edge technology with highly personalized, client centric relationship management. A firm that could keep pace with the changing industry and evolving challenges faced by its clients.


We respect our clients’ time, their goals and their money. The time we save using highly effcient processes and technology is redirected to deliver a niche level of high-touch client service. We are more than simply serv ice providers, we are business partners with an entrepreneurial mindset. We think fast, we look for alternatives, and when our clients sprint – we sprint with them.


Our solutions enable our clients to focus on the things that really matter.

We offer a true one-stop-shop; a carefully curated portfolio of service solutions, supported by best-in-class technology, that is designed to cater to the full lifecycle of our clients’ investment vehicles based on their current and future needs. By offering a comprehensive array of services ‘under one roof’ and collaborating between our core functional teams, we are able to streamline and simplify our clients’ lives and enhance the experience of their investors’.

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Fund Administration

Delivers transparency and reporting excellence. We provide clients with real-time access to information and data thereby reducing costs and increasing efficiencies. Our core services include: Net Asset Value Calculations (NAV Calc), Investor Services (Investor Correspondence and RTA), Treasury (Wire Processing and Cash Controls), Portfolio Middle Offce Services (PMOS), and Financial Statement preparation and audit assistance.


Corporate & Fund Services

Provides a full suite of auxiliary fund services to private clients. Our core services include: Registered Office/Agent, AEOI Services (FATCA/CRS), Anti-money Laundering and Compliance Services, Corporate Middle Office Services, Board Support, Bank and Brokerage Account Opening Support, Cayman and US Flings, Certifications and Notarizations and Fund Identification Registration.

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Accounting & Financial Statements

Complements our two other business units and offers core periodic accounting and financial statement services alongside any audit support required. Our core services include: Quarterly and Annual Financial Statement Preparation, Audit Liaison and Alignment of Annual Audit, Fund Annual Return (FAR) form completion and filing .

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Understanding our clients, their strategies and their markets is vital to our approach.

Our 360-degree integrated solutions are designed to cater to a wide range of alternative investment strategies, structures, and asset classes. To achieve this, we have built a global team of specialists with experience in the private equity, venture capital, real estate, digital asset, and hedge fund markets.

Private Equity

Venture Capital

Hedge Funds

Crypto/Digital Assets


Our team knows that technology is a silent enabler that provides us with incredible efficiencies and empowers our clients with an unprecedented level of data. We leverage machine learning and Automation Process - alongside modern systems integration - to overcome barriers that our competitors simply can’t. We also believe that technology is evolving at a speed that most firms can’t keep pace with, which is why we have deliberately built our tech environment to be in constant flux and readily adapted as needed.


Powered by the industry best, Catalyst is a Microsoft house with M365 - and all the apps - running at the heart of what we do. By taking this approach, we are confident that we will always stay at the front of the pack, and deliver an integrated and real-team experience to our clients. Whether it’s communicating via Teams, exposing data through SharePoint, or unlocking the power associated with BI Pro and the Power app suite - our innovation is endless.

Core Device Screens

Core by Catalyst is designed to sit at the heart of our client experience.
It is a proprietary platform that provides clients with access to a wide range of on-demand data, reporting, and workflow transparency.
Core integrates with some of the industry’s leading third-party fund accounting, portfolio accounting, and investor services applications to create a single streamlined, experience.
Core provides instant access to key fund data and required activity from Net Asset Values and required approvals to deliverable status and information about the servicing team.

Core’s integrated service request hub allows clients to easily submit a wide range of requests to their dedicated team in support of transfers, payments, capital calls,
subscriptions, and redemptions.

Core is a constantly evolving platform with a comprehensive roadmap of new functionality that is already under development for future releases.


If you would like to learn more about Catalyst, our disruptive model or our exclusive offer to LTO Summit 2023 delegates, please don't hesitate to reach out to Frank or Franciele, they would love to have a chat or set up a coffee.


Frank Ferrara

Co-Founding Partner & Managing Director - Private Equity


+1 (516) 633-3919


Franciele Sgarioni

Director - Client Experience


+1 (646) 420-5690