Venture Capital & COVID-19 Trend Outlook - Phoenix American

 We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond.

The paper draws on Phoenix American’s observations as a fund administration provider, conversations with the sponsors of its many client funds as well as interactions with partners, intermediaries and other participants in the industry. The company’s twenty-plus years as a fund sponsor as well as forty-plus years as a provider of fund administration services provides a unique perspective on current events and their effects on investment funds.

Read More: New Report: Venture Capital & COVID-19 Trend Outlook

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sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Accounting Service

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Growing Popularity of 1031 Exchange Funds and Other Tax Advantaged Investments — Phoenix American | Fund Accounting Service

Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Capital Square currently focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums providing investors access to larger and higher quality real estate. The company also sponsors QOZ funds for investors seeking the benefits available under the Tax Cuts and Jobs Act of 2017.

Read More: https://bit.ly/3w8hnlT

Source: New Client: Capital Square

Contact Details:

sales@phxa.com

415–485–4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Accounting Service

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Investor & Advisor Web Portal - Phoenix American Financial Services - Fund Accounting Service

 Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing.

Investors access a full view across all their funds including positions, account values and transaction updates. Investors can change profiles and preferences, access forms, mailings, tax documents and account statements, or submit questions and requests. Advisors review their clients’ positions across all their funds, as well as receive updates and messages.

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Administration

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Growing Variety of New Fund Offerings in Alternative Investment Space - Phoenix American

 

Lighthouse Life Capital’s fixed income debt investments, Beacon Bonds, provide investors the ability to participate in the life settlement asset class. Lighthouse Life’s strategy is to source and purchase unwanted, unneeded or unaffordable life insurance policies and generate revenue from the resale of the policies to third-party purchasers. Proceeds from Beacon Bonds are used to expand networking, marketing and advertising of Lighthouse Life’s life settlement services and to purchase additional policies. Lighthouse Life works with financial professionals, including insurance agents, financial advisors, accountants, and others who advise and assist life insurance policy owners with the sale of unwanted policies. The goal is to realize return from the resale of policies in weeks or months rather than years, mitigating the risk of constructing and maintaining a portfolio of policies typically associated with life settlement funds.

Read More: New Client: Lighthouse Life Capital

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sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Administration Service

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Phoenix American Financial Services Announces the Hiring of Tony Olivo as VP of Sales - PHXA

Phoenix American Financial Services Inc. (Phoenix) announced today that the company has hired Tony Olivo as Vice President of Sales. Mr. Olivo will be responsible for implementing the company’s sales strategy, developing and maintaining an expanded client base for the fund accounting, investor services, back office outsourcing and technology solutions Phoenix provides to alternative investment funds.

Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which were with Phoenix American. He began his financial services career at Phoenix in 2006 as an investor services representative. He served in operations with the company for four years amassing a comprehensive knowledge of back office operations for alternative investment funds and working extensively with Phoenix’s proprietary STAR-XMS fund administration system. Having risen to the level of Senior Account Manager, Mr. Olivo transitioned to Director of Business Development in 2010 and served in that role for seven years. Since 2017, Mr. Olivo has worked with PEF Services as Director of Business Development. He returns to Phoenix American as Vice President of Sales.

Read More: Phoenix American Financial Services Announces the Hiring of Tony Olivo as VP of Sales

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Administration Service

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Investor & Advisor Web Portal - Phoenix American | Fund Accounting Service

Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing.

Investors access a full view across all their funds including positions, account values and transaction updates. Investors can change profiles and preferences, access forms, mailings, tax documents and account statements, or submit questions and requests. Advisors review their clients’ positions across all their funds, as well as receive updates and messages.

About Us

Phoenix American Financial Services provides full-service fund administration, fund accounting, transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry.

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

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PHOENIX AMERICAN AND ALTERNATIVE INVESTMENT EXCHANGE ANNOUNCE THEIR PARTNERSHIP TO DELIVER STRAIGHT-THROUGH PROCESSING FOR ALTERNATIVE INVESTMENTS

 Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX), a digital platform built to improve processes for investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. The partnership will enable investors to purchase alternative investment products digitally using the AIX platform resulting in a complete and active investment record in the Phoenix American transfer agent system, STAR-XMS, with no manual intervention.

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“We’re working hard to improve the way business is done and grow the overall industry. Partnering with Phoenix American is a critical step toward that goal,” said AIX COO, Brad West.

Read More: New Partnership: Alternative Investment Exchange (AIX)

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Accounting Service

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