Who is Orma Finance for?

Management companies, their funds and SPVs, in France and Luxembourg, in venture capital, private equity and club deals. Especially teams that want to structure their finance function without oversizing it.

How can Orma work with us?

Through three levers that combine: advisory, as a part-time CFO or on a one-off assignment; recruitment for the finance function; and tools to automate the processes specific to funds.

How does an assignment start?

With a first conversation about your needs, your organisation and your timing. Orma then proposes a suitable scope and format.

How is an assignment priced?

According to the scope, format and length of the work. You receive a proposal after the first conversation.

Does shared information stay confidential?

Yes. Data about the management company, its funds and its investors is handled confidentially and used only for the assignment.

What is an outsourced finance function?

Entrusting all or part of the finance function to an outside professional who works alongside your team: steering, fund operations, reporting, compliance. It takes the form of a part-time CFO or a one-off assignment.

Which areas does Orma cover?

Fund operations, financial and strategic steering, portfolio and valuation, investor reporting, governance and compliance.

Does Orma work with our existing providers?

Yes. Orma oversees your depositaries, statutory auditors, valuers, banks and accountants and checks their deliverables, without taking their place.

Which roles does Orma recruit for?

The roles in a management company’s finance function: CFO, Head of Fund Operations, financial controller, middle-office manager, compliance officer (RCCI), investor relations & reporting.

Can an advisory assignment come before a hire?

Yes. A part-time CFO structures the function, then a new hire takes over. Orma’s three levers combine at the firm’s pace.

What is the Orma platform?

Tools that automate the processes specific to the finance function of funds, such as investor KYC or capital calls. They are built assignment by assignment, close to the work.

Do we have to give up our current tools?

No. The approach starts by optimising what you have; bespoke tools complement what already works.

FAQ

Your questions about Orma and the finance function of management companies

Assignment formats, scope, recruitment, tools: answers to the questions management companies ask us most often.

Contact

or write to contact@orma.finance

Frequently asked questions

Working with Orma

Who is Orma Finance for?: Management companies, their funds and SPVs, in France and Luxembourg, in venture capital, private equity and club deals. Especially teams that want to structure their finance function without oversizing it.
How can Orma work with us?: Through three levers that combine: advisory, as a part-⁠time CFO or on a one-⁠off assignment; recruitment for the finance function; and tools to automate the processes specific to funds.
How does an assignment start?: With a first conversation about your needs, your organisation and your timing. Orma then proposes a suitable scope and format.
How is an assignment priced?: According to the scope, format and length of the work. You receive a proposal after the first conversation.
Does shared information stay confidential?: Yes. Data about the management company, its funds and its investors is handled confidentially and used only for the assignment.

Advisory

What is an outsourced finance function?: Entrusting all or part of the finance function to an outside professional who works alongside your team: steering, fund operations, reporting, compliance. It takes the form of a part-⁠time CFO or a one-⁠off assignment.
Which areas does Orma cover?: Fund operations, financial and strategic steering, portfolio and valuation, investor reporting, governance and compliance.
Does Orma work with our existing providers?: Yes. Orma oversees your depositaries, statutory auditors, valuers, banks and accountants and checks their deliverables, without taking their place.

Recruitment

Which roles does Orma recruit for?: The roles in a management company’s finance function: CFO, Head of Fund Operations, financial controller, middle-⁠office manager, compliance officer (RCCI), investor relations & reporting.
Can an advisory assignment come before a hire?: Yes. A part-⁠time CFO structures the function, then a new hire takes over. Orma’s three levers combine at the firm’s pace.

Platform

What is the Orma platform?: Tools that automate the processes specific to the finance function of funds, such as investor KYC or capital calls. They are built assignment by assignment, close to the work.
Do we have to give up our current tools?: No. The approach starts by optimising what you have; bespoke tools complement what already works.

Let’s talk about what you need.

A first conversation to understand your organisation, your funds and your timing.