How can we help you focus on business development?
A back-office service provider focusing on start-ups, small businesses, and investment firms.
By managing the operational details, Avanti Fund Services frees its clients to focus on developing their business. Our clients receive the benefit of an experienced team of professionals who can efficiently handle all their back-office needs.
Serving individuals, limited partnerships, limited liability companies, C Corps, and S Corps, which are engaged in businesses such as SAAS Development and Marketing and Private Equity.
Avanti Fund Services is located in Denver, CO and services clients nationwide.
Services
Tax Planning and Review
- Advice regarding optimal tax treatment
- Preparation and review of tax returns
- Negotiation of IRS disputes
Independent Audit Support
- Collection and delivery of materials for annual audits
- Review of audit reports for accuracy
Bookkeeping and Accounting Services
- Review and payment of invoices
- Preparation of monthly, quarterly, and annual financial statements and reports
- Maintenance of general ledgers and supporting schedules
- Supervision of third-party payroll and benefit service providers
- Preparation and distribution of capital call letters
- Tracking and reporting receipt of contributed capital
- Distribution of proceeds and dividends
Document and Transaction Management
- Collection, organization, and management of legal contracts
- Support for transaction and investment closings
- Filings related to regulatory compliance
Our Team
Jordan Williams
Managing Director
Jordan is the Director of Operations at Avanti Fund Services. Prior to joining AFS, he was a Relationship Manager at KeyBank, an Advisor at Mutual of Omaha, and an Aide to the Office of the Indiana Attorney General.
Jordan holds a Certificate of Business Foundations in Finance from the Indiana University, Kelly School of Business and a Bachelor of Science in Political Science with a minor in World History from Indiana University.
Laura Marziano
Director of Operations/Controller
Prior to joining Avanti Fund Services, she was the controller with Hamilton Miller, a third-party marketing firm in the hedge fund and private equity industry, for 18 years.
Laura holds a bachelor’s degree in Human Performance and Sport, Sport Industry Operations and a Business Administration minor from Metropolitan State College of Denver.
