Welcome to Knight Way Advisors

Alternative Investment Consulting Services

About

Knight Way Advisors

Knight Way was founded by a 20+ year executive in the Alternative Investment Industry. We provide strategic Operations, Technology, and Project Management services to both small firms launching in the Alts space and global managers taking the next step toward enterprise scalability. We have deep expertise in both Private Markets (Private Credit, Private Equity, Real Estate, Real Estate Debt, and Infrastructure) and Public Markets (Equity, High Yield Fixed Income, ABS, FX).

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What We Provide

Our Services

Strategic Operations, Technology, and Project Management Consulting for

Finance & Investment Operations

  • Full Trade/Investment Lifecycle Process Efficiency and Operational Risk Reduction
  • Selection and Onboarding of:
    • Fund Administrator
    • Trustees & Custodian
    • Banks
    • Data Vendors
    • Loan Agents
    • Trade Settlement
  • System Evaluation, Conversion, and Implementations for:
    • Investment/Asset Accounting
    • LP Accounting
    • Security Master
    • Reconciliation
    • Treasury
  • Public and Private Asset Liquidity Management and Cash Forecasting

Investor Relations & Product Development

  • Investor Lifecycle and Data Management
  • Fund Lifecycle Management
  • Evaluation & Implementation of:
    • CRM Systems
    • Investor Portals
  • Investor Reporting Optimization
  • Operationalizing Complex Investment Product Types
    • Multi-Strategy Products
    • Complex Liquidity Requirements
    • Public Vehicles
    • Foreign Market Products

Investment Deal Sourcing & Portfolio Management

  • Investment Deal Lifecycle Management
  • Deal Sourcing CRM
  • Post-Investment Deal and Collateral Management for:
    • Alternative Credit / Platform Lending
    • Direct Lending
    • Real Estate Properties
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