About Us
We help you stay focused on the core of your firm–sourcing deals, raising capital, and managing your assets.
Our Services
Our team can be deployed together; as a unit working with each and every aspect of an engagement; or as select components, which can be chosen separately. We believe that our flexibility to meet the specific needs of our clients and close collaboration is paramount for client success and satisfaction.
- Accounting: fund and ownership level accounting.
- Reporting: institutional, accurate and on-time, customizable.
- Fund Admin: investor relations portals, capital calls and distributions, wire transfers and cash management.
- Project-based: asset management services, accounting for construction projects or renovations, transaction support.
Our ideal clients are
- sophisticated commercial real estate investors who source capital primarily from institutional investors, or need institutional-grade reporting.
- start-up funds with access to upfront capital who want to outsource accounting, finance, and fund admin duties.
- reaching their capacity to manage the accounting or fund admin processes in-house, but do not want to hire and manage an accounting staff.
- dissatisfied with using national accounting firms for accounting, finance or fund administration.
- need additional support with special projects such as acquisitions, dispositions, refinances, assets in distress, construction projects, or renovations.
- With a national accounting firm, you rarely receive a personal approach—cookie-cutter reporting and inflexible services at high costs.
- Hiring an in-house accounting team comes with its own set of issues: spending time and resources managing a team outside of the firm’s core function or trying to find one or more people who can perform multiple roles. You’ll also be paying significant licensing fees and hiring staff to set up and maintain accounting software or investor portals.
- Unlike national accounting firms, BetaWest’s services are fully customizable, which allows us to build what you need to effectively run your business. We can also give personalized attention to your account at a lesser cost.
- We reduce the need for our clients to hire, train, manage and supervise their own staff, and let them focus on purchasing and managing assets, where the value is created.