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Blog
One Year Until Form PF Compliance - Are You Ready?
Research and Insights
Investor Reporting
Data Quality
Blog
The Regulatory Case for Modern Fund Operations Infrastructure
David Aizenberg, CPA (Director, Solutions Architecture at Maybern) has over 20 years of experience investment reporting, accounting, and process automation. Previously, he spent 6 years at Kaliber & Co. where he was responsible for building reporting, reconciliation workflows, delivering innovative solutions, system migrations, and custom analytics for clients and complex portfolios.
Research and Insights
Investor Reporting
Data Quality
Blog
Meet the Team: A Conversation with Tiffany Simonsen, Senior Managing Director, Client Experience at Maybern
Welcome to the latest installment of our “Meet the Team” series, where we introduce the talent and expertise driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.
Team
Industry Resources
Demystifying Cashless Contributions – And Why Maybern Just Made Them Simple
Bella Zionts (Product Manager) enjoys creating meaningful solutions to thorny problems. Prior to joining Maybern, she was a founding member of a startup building fractional options trading and was an early employee at Webull.
Data Quality
Operating Model
Investor Reporting
Industry Resources
Elevating Portfolio Management: How Maybern's Fund Performance Platform Creates Strategic Advantages
Portfolio managers at private capital firms face pressure to deliver superior returns while navigating complex fund structures, evolving investor expectations, and expanding regulatory requirements. Yet most portfolio management functions remain hampered by fragmented data sources, manual calculation processes, and systems that weren't designed for the unique needs of closed-end funds. This piece examines how modern fund management software addresses these challenges in performance data.
Investor Reporting
Operating Model
Data Quality
Industry Resources
Fund Structure Complexity as a Strategic Advantage
Bella Zionts (Product Manager) enjoys creating meaningful solutions to thorny problems. Prior to joining Maybern, she was a founding member of a startup building fractional options trading and was an early employee at Webull.
Operating Model
Data Quality
Investor Reporting
Blog
Meet the Team: A Conversation with Melissa Stone, Engineering
Welcome to the latest installment of our “Meet the Team” series, where we introduce the talent and expertise driving Maybern’s mission to transform the Office of the CFO from operational management to strategic leadership.
Team
Customer Stories
Empowering Fund-Wide Transformation Through Modern Operations
A leading Midwest real estate investment manager with over $10 billion in assets maintained a vertically integrated approach to fund operations. Their in-house model provided strong control but relied heavily on manual processes and Excel-based workflows.
Real Estate
Operating Model
Implementation Process
Data Quality
Industry Resources
Automated Hybrid Waterfalls: Reducing Risk to Realize Gains
Sophie Mester, Director of Product at Maybern, has seven years of product experience building B2B software across different industries. Previously, she led the Platform Product team at Orchard (a real estate technology company) and worked on SeatGeek's Enterprise Product team building product solutions for large sport franchises.
Data Quality
Investor Reporting
Research and Insights
Operating Model
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