Who We Serve

OpsCheck is an extremely flexible workflow and task management system.
It and can be easily customized to fit and adapt to any type of financial firm around the globe.

Hedge Funds

Fund of Hedge Funds

Private Equity

Venture Capital

Real Estate

Asset Managers, RIA’s

Family Offices

Compliance Firms

Commodity Trading Firms




Fund Administrators

Accounting Firms

Prime Brokers

Consulting Firms

Outsourced COO, CFO

Due Diligence

Promote accountability

OpsCheck promotes individual accountability and responsibility. There is nothing quite as powerful as having someone sign off a completed job or disclosing the pertinent needs to complete a job or resolve a problem. OpsCheck provides managers the assurance that everyone is executing their tasks.

Operational risk oversight

OpsCheck empowers managers to monitor and quickly address any comments or reports related to operating tasks and level of completion. OpsCheck is a critical project management workflow software, where managers can rest assured that everyone is performing their tasks and adhering to the firm’s dashboard and calendar.

Improve communication

Tracking and managing financial operations and maintaining open communication with offices in different time zones is a challenge. OpsCheck helps managers keep track of activities in foreign or satellite offices, prioritize events in a simple fashion, and avoid potential risks created by an imperfect communications structure.

Support your compliance program

Demand from the regulatory environment continues to grow. If you are a registered investment advisor or intend to operate as one, OpsCheck can help you with managing your tasks, deadlines, documentation, and keep you organized for a potential audit.

Guidance as your firm grows

OpsCheck task management software can accommodate firms of all sizes. As small and midsize hedge funds grow, more tasks need to be performed, due to greater demand from investors and regulators and evolving industry “best practices.” OpsCheck Suggested Tasks taps the resources of successful large funds to better prepare managers of small to midsize hedge funds to take on additional tasks, as warranted.

Enhance preparation for audits, regulators and investors

OpsCheck enhances hedge funds’ preparation for audits, regulators and investors. An organized and easily retrievable database is essential to operational excellence. OpsCheck can not only help managers influence the outcome of any review and create a very positive impression, but also strengthen command of all issues.

Connect tasks to various data points

OpsCheck is a workflow project management system that helps to connect all tasks to their owner or any related documents, comments, procedures and policies. OpsCheck can be used in isolated areas or throughout the client’s entire operational infrastructure.

Virtual internal audit

OpsCheck can help create your own “virtual internal audit.” Internal audit’s objective is to add value and improve an organization’s control and operations; this can be accomplished using.

Peer differentiation

OpsCheck can distinguish your firm from rivals by demonstrating to clients the high integrity and strong risk management oversight.

Project Management

OpsCheck’s flexible design is a helpful tool for project managers. Everyone involved in a particular project can participate and stay abreast of each other’s progress. Senior management, meanwhile, is given a greater view of the progress as it happens.

Enhance third-party management

OpsCheck is an essential project management workflow system for managing contract business partners and fulfilling hedge fund managers’ fiduciary responsibilities – critical in a world where outsourcing of hedge fund services continues to grow. Administrators, technology vendors, compliance consultants, and pricing vendors to name a few, provide value – added services but need to be managed. OpsCheck provides an efficient platform for managers to assign tasks and oversee all third party vendors.

Increase Manager Capacity

OpsCheck increases user capacity of operational risk oversight without the added expense of additional staff. Businesses need to perform more functions as they grow, but with this increase, oversight often suffers or more managers are required. Use OpsCheck to increase your managers’ capacity to oversee all aspects of your business.

Operational due diligence

Operational due diligence is vital to raising capital or maintaining AUM. Investors demand that strict controls and procedures are in place, competent service providers have been chosen as well as viable compliance and business continuity plans. OpsCheck when used as part of your firm’s workflow process management enhances investor confidence and is a differentiator to other hedge funds vying for the same capital.

Acquire SSAE 16

OpsCheck is a tool to help acquire and maintain SSAE16 attention. The ability of alternative investment managers to demonstrate commitment to investment in strong internal controls can help differentiation managers from their peers. In addition, this report demonstrates a commitment to examining internal controls.

Independent Application to avoid conflicts of interest

OpsCheck is an independent task management application that helps firms avoid any conflicts of interest or appearance of a conflict and affords a reliable and accurate history and audit trail functionality.

Contact Us

OpsCheck is a workflow management system adaptable and flexible to any business. Let us know what problems you want to solve and we will quickly give you an overview, product tour, or demo based on your needs. The system can be customized to fit any team for any task - and we are happy to show you how easy it is!

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Phone 732-221-9625

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