Client Case Studies
A compilation of current and prior engagements to help you get to know us
Advisory, Implementation & Operational Support for a Private Equity Real Estate Manager
Perfect Path Consulting Group was engaged by a global private equity real estate manager to support multiple operational transitions across its U.S. real estate funds. The manager was navigating several concurrent initiatives, including third‑party administrator transitions, reporting methodology changes, and other high‑priority projects. They sought senior‑level support to help manage these efforts and maintain continuity across their platform.
From the outset, we led with transparency around our capacity, timeline, and approach — establishing trust early and ensuring the engagement was aligned for success. We acted on behalf of the manager in both a technical subject‑matter expert and project management capacity, overseeing the transition and conversion of their funds to a new fund administrator. This included coordinating the integration of data back into the firm’s Yardi environment. Our deep experience in fund accounting and administration for complex real estate private equity structures, combined with a prior relationship with the CFO, made us a natural fit.
Beyond managing the administrator transition, we provided hands‑on operational support that extended well beyond traditional project management. We identified custom solutions tailored to the manager’s operating model, demonstrating our commitment to their success and delivering maximum value. This included senior‑level oversight, practical recommendations to enhance the firm’s use of Yardi, improvements to the close process, and the implementation of a more efficient, system‑driven reporting solution for one of their internally administered funds.
Through this engagement, we delivered both immediate continuity and long‑term operational improvements — helping the manager navigate a period of significant change while strengthening their real estate platform for more scalable, resilient operations going forward.
Gap Coverage for a Boutique Consulting Firm
Perfect Path Consulting Group was engaged to provide critical gap coverage for a boutique consulting firm facing the unexpected departure of a senior team member at the start of the year, right in the middle of crucial year‑end reporting. The abrupt timing left one of their business segments exposed and in need of immediate senior‑level support.
Because of our deep experience in fund accounting and administration for complex real estate private equity clients, along with an existing relationship with the firm, we were a natural fit. They reached out shortly after the departure to explore temporary critical gap coverage. After discussing scope, challenges, and near‑term goals, we finalized an engagement within a few short weeks.
Although our primary role was to stabilize operations and provide temporary senior‑level coverage, we also assisted in evaluating permanent replacement candidates. By the end of the engagement, we had not only delivered the critical continuity the firm needed, but also helped strengthen the business segment and successfully vetted and recommended a long‑term hire.
Advisory & Implementation for a Fund Administrator
Perfect Path Consulting Group supported a top‑tier fund administrator through the conversion of select complex real estate funds from eFront to FIS Private Client (Investran). The administrator sought senior‑level expertise to ensure a smooth transition, accurate reporting continuity, and optimal system configuration for long‑term efficiency and sustainability.
From the outset, we led with transparency to align expectations and build trust. Our team combined strategic guidance with hands‑on subject‑matter expertise, designing the data model and mapping approach, assessing the funds to be converted, and recommending an optimized configuration within Investran to maintain reporting consistency between systems.
We established a comprehensive validation and reconciliation framework across historical and parallel testing phases, ensuring accuracy throughout the conversion. We also implemented structured change‑management practices, including clear documentation and governance, to support a controlled, audit‑ready transition.
In addition to the core conversion, we identified several enhancements within the administrator’s broader Investran design and provided recommendations aligned with industry best practices to strengthen their internal operating model and improve their ability to serve clients. By caring deeply about the outcome and delivering maximum value, we provided both immediate execution support and long‑term operational improvements.
Gap Coverage for a Private Markets Asset Manager
Perfect Path Consulting Group provided critical senior‑level fund accounting gap coverage for a prominent private markets asset manager during a period of multiple overlapping parental leaves. The client needed immediate support to cover two key senior roles to ensure continuity across financial close, fund and investor reporting, and governance execution.
Because of our prior working relationship with the firm’s head of fund accounting, there was already a foundation of trust and confidence in our ability to step in during a pivotal moment. From the outset, we led with transparency around our availability and existing commitments, enabling the client to make informed decisions and align expectations on a tight timeline. After a series of focused discussions with their leadership team, we finalized the engagement and mobilized quickly.
We provided interim controller‑level coverage, serving as a central point of coordination across third‑party administrators, vendors, and internal legal, investment, and tax teams. We managed deliverables, resolved issues efficiently, and ensured uninterrupted reporting and operational stability throughout the transition. By combining hands‑on subject‑matter expertise with thoughtful communication and genuine care for the client’s long‑term success, we helped maintain continuity while allowing the internal team to remain focused and confident during the leave period.
In addition to delivering day‑to‑day coverage, we sought to provide maximum value by reviewing and assessing existing policies, processes, and procedures — recommending enhancements aligned with industry best practices where appropriate. This ensured the client not only navigated the immediate gap but emerged with stronger, more resilient operational foundations.
Perfect Path Consulting Group was engaged by a boutique consulting firm to provide expert advisory support on a complex RFP for a fund administrator. The opportunity involved a combined system conversion and lift‑out for a premier real estate investment manager, requiring a thoughtful approach, a competitive pricing model, and a clear articulation of the administrator’s capabilities.
We were brought in to deliver short‑term, senior‑level guidance on the recommended technology stack, conversion strategy, and pricing framework. Our insights helped shape a more compelling and strategically positioned RFP response, ensuring the administrator’s proposal aligned with industry expectations and highlighted their strengths effectively.
By leading with transparency, applying deep subject‑matter expertise, and tailoring our recommendations to the unique dynamics of the opportunity, we helped the consulting firm and their client present a stronger, more competitive proposal.
Advisory & RFP Strategy Support
Other Case Studies
Since our founding, we have also partnered with investment managers and service providers on a variety of one‑off consulting engagements. These projects have primarily centered on senior‑level advisory support, including expert assessments, guidance on industry nuances and best practices, operational challenges, vendor considerations, and broader landscape insights. Each engagement reflects our commitment to providing thoughtful, tailored, high‑value solutions grounded in deep private markets experience.