“We have been a day one client of BridgeView CFO Solutions since 2006 and view them as a critical part of our daily operations. Their team members are knowledgeable, intelligent, and act as true partners to Whale Rock. BridgeView has saved us time and money by providing industry level expertise and controls around cash movements which, had we attempted to replicate in house, would have necessitated the hiring of additional operations staff. I truly feel that having a Management Company service provider will become industry best practice in the coming years and I fully expect BridgeView CFO Solutions to be an industry leader in this space.”
Hedge fund founded in 2006
“BridgeView CFO provides us with a team of seasoned professionals to support our evolving needs. Their experience in the investment management space is key for us, and we find we can save time and resources working with a team that understands what we need, from accounting to payroll and benefits, location expansion, vendor selection, day to day accounting, detailed financial reporting and more. We rely on their knowledge and insight on a regular basis. BridgeView is a trusted business partner and provides us with peace of mind, knowing our business has strong support.”
“Working with Bridgeview Financial Services over the past several years has been a pleasant and fulfilling experience. Their team is quick, courteous, and very helpful. BridgeView is a proactive partner, always anticipating “what comes next”. We believe this particular skill sets them apart from the competition.”
Hedge fund and venture funds founded in 2006
“We have worked with Diana McDonough for over a decade. The BridgeView CFO Solutions team provides the accounting and administrative services for our Investment Management firm and over the years, not only have they provided professional and reliable service, they have enabled the flexibility we need to stay focused on our core value drivers. Much beyond the complexities of administrative services, they have been become a trusted business partner who has helped our firm succeed.”
Hedge Fund founded in 2004
“From accurate and timely bill pay, to technologically advanced reporting capabilities, to growth focused consultations, BridgeView CFO has been instrumental in our success.”
Hedge fund and venture fund manager founded in 2012
“Bridgeview has been an integral part of our extended team for the past two years and critical in getting our firm off the ground. The team is always at the cutting edge of applying new technologies and willing to adjust to our needs. One recent example involved changing our PEO in a matter of weeks; from evaluating vendors, negotiating rates, and seamlessly transitioning our team, the Bridgeview team adapted with our best interests in mind.”
Hedge fund manager founded in 2019
“ParkLexington helps set-up and optimize investment managers including all of the business functions as well as the front, middle and back-office. Whenever we set up an investment manager, we highly recommend BridgeView CFO Solutions to manage the corporate finance and accounting of the firm. BridgeView not only manages the books, payroll and treasury but is also an extremely valued advisor to the partners of the new Investment Manager. BridgeView’s staff is second to none and enables the portfolio team to focus on driving excess returns for their clients rather than the administration of managing the corporate finance function. We are always delighted to work with BridgeView and highly recommend them to all small to mid-sized asset managers.”
Investment Manager Operational Consultant
“BridgeView CFO Solutions has been a valuable member of our management team, saving us time, money and most importantly providing peace of mind. We recognize they have our best interests in mind in a way rarely seen in an outsourced solution, and have no doubt they’re working hard for us every day. We appreciate knowing there is always an expert available to discuss a wide range of questions and provide actionable guidance on matters of importance at every level to our firm.”
Real Estate focused venture capital manager founded in 2015
“Working with BridgeViewCFO created tremendous improvements in our business. The kind and helpful team upgraded and improved our accounting systems, researched employee benefit plans, and streamlined our banking and cash management. The team works directly with my staff and our vendors and in doing so have been able to take many distractions off of my plate. And without my asking, Shannon renegotiated better pricing for us with one of our vendors and also reduced our banking fees by analyzing and eliminating unnecessary services. Dominic has been fast, accurate, and responsive with our accounting needs and has created special reports that assist me in meeting our regulators data requests. When I need to talk through a high level accounting or HR idea, Diana has been a great sounding board. I recommend BridgeView CFO to friends in the business regularly and without hesitation.”
Financial advisor and broker dealer founded in 1934
“Bridgeview and Intacct provide Sunrise Capital with an outstanding, fully-integrated, highly transparent, and full-service CFO solution that allows us to focus on our core competency of investing and client service. Best of all, this solution is a small fraction of the cost of an on-staff CFO and thereby allows us to invest more into other critical aspects of our business. Partnering with Bridgeview several years ago continues to prove itself as one of the best business decisions we’ve made in our nearly four decade history and we recommend their services to any financial services business that is looking to run its business more efficiently and cost-effectively.”
Investment Manager founded in 1980
“With Diana & team, it’s just that - ‘& team’. When you work with Bridgeview you get the benefit of working with an entire team to handle all of your business needs, a team that is deep, knowledgeable, constantly learning and flexible enough to remain timely and responsive. With Bridgeview a deliverable is accompanied with a clear expectation along with a date that is unwavering, a concern is always met with a thoughtful response seasoned with experience and finished products are always accepted with trust and confidence.”
Financial and investment and behavioral insights
“The BridgeView CFO team are indispensable business partners for Endurance Capital Partners. Their unique combination of integrated accounting systems, disciplined business practices and industry knowledge of the demands of active investment management make them core team members to our Fund’s business growth and success!”
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