Service providers
Selected, shortlisted — and clearly labeled.
No new fund-specific provider engagement is verified by the source documents. Display candidates as under evaluation, with no endorsement or appointment implied.
| Function | Candidate(s) | Status |
|---|---|---|
| Portal destination | Cash Flow Portal | Selected destination Selected website destination; issuer workspace configuration and administrator scope pending |
| Counsel | PSBP / Chris Barsness; Hunt PC; PaperOS / Savvi | Under evaluation Research shortlist, not appointed |
| Tax and accounting | ProVision; Robert Hall & Associates | Under evaluation Scope and appointment pending |
| Compliance | COMPLY | Under evaluation Candidate; scope pending |
| Insurance | Alliant | Under evaluation Candidate; no bound coverage verified |
| Treasury | Mercury | Under evaluation Proposed; no fund accounts verified |
| Audit | Berkower | Under evaluation Conditional candidate; no engagement verified |
