Countwise Financial exists because small fund managers deserve better options.
If you’re running a $10M–$150M private credit or mortgage fund, your choices for fund accounting are limited. You can do it yourself on spreadsheets. You can hire a general bookkeeper who doesn’t understand LP structures. Or you can pay a large fund administrator fees designed for funds five times your size.
We built Countwise to be the fourth option a specialized, senior-led fund accounting service priced for emerging and mid-size managers.
Countwise Financial was established by a specialized fund finance professional with over eight years of experience managing complex private credit fybds, mortgage investment corporations, real estate LPs and alternative investment vehicles. Having navigated the rigorous reporting demands of top-tier institutional lenders and multi-million dollar credit facilities, our firm was built to bring institutional-grade accounting to the middle market
We’re not generalists adding “fund accounting” to a menu of bookkeeping services. This is the only thing we do.