Fund Administration & Client Service Shelly Reno

Fund administration firm providing comprehensive back-office services to venture capital funds and management companies.

• Lead client service delivery for multiple VC fund clients, overseeing fund administration, management company operations, compliance, and treasury functions.
• Manage end-to-end client relationships from onboarding through ongoing service, ensuring a high-touch and responsive experience tailored to each fund’s needs.
• Manage regulatory filings including SEC Form D, Form ADV, and FinCEN BOI reporting; oversee KYC/AML procedures for both domestic and international investors.
• Build and refine scalable operational workflows and service processes to support a growing client base without sacrificing quality.
• Serve as a trusted advisor to fund managers on financial reporting, regulatory compliance, and operational best practices.
• Collaborate with internal teams to identify service enhancements and drive continuous improvement across all lines of service.
• Evaluate and implement technology solutions to streamline fund accounting, reporting, and client communication.

Venture capital firm focused on growth-stage technology investments.

• Participated in the production of the RAISE event series for emerging managers and allocators, managing all aspects including speaker and guest relations, marketing, budgeting, and logistics.
• Successfully produced 6 flagship events attracting over 2,000 attendees, strengthening Akkadian’s brand presence and client engagement within the VC ecosystem.
• Built and managed relationships with key stakeholders including investors, fund managers, and industry partners.
• Oversaw event budgets and vendor relationships, delivering programs on time and within budget.

Back-office services and fund controllership for venture capital firms and small businesses.

• Served as fund controller for multiple VC funds with AUM ranging from under $1M to $150M, delivering financial reporting, fund administration, and compliance services.
• Led day-to-day operations and client service, building long-term client relationships through reliable, high-quality service delivery.
• Managed compliance obligations and regulatory filings, maintaining a strong understanding of SEC requirements and industry best practices.
• Communicated regularly with investors, founders, and other stakeholders, serving as a primary point of contact for operational and financial inquiries.
• Developed internal processes and workflows to improve efficiency and consistency of service delivery across client engagements.

• Managed a team of 15 employees and oversaw day-to-day branch operations, developing strong foundational skills in client service, team leadership, and financial services.
• Built customer relationships through personalized financial advice, driving retention and satisfaction metrics.
• Maintained compliance with banking regulations and internal procedures across all operational functions.