SURVEY: The CFO’s role in the fundraising process

We want to hear from CFOs and those in the finance function about fundraising operations.

Welcome to the inaugural survey for a new pfm report called The CFO’s Guide to Fundraising due to be published later this year. We are seeking US-based private fund CFOs for participation.

CFOs are playing a greater role in fundraising. For GPs to thrive in a landscape where competitors are vying for the same LP attention, a fundraising operation must be accomplished, coordinated and dynamic. With investors asking for more insights into the financial workings of fund managers, CFOs find themselves at the heart of the fundraising process.

The survey seeks to uncover how finance executives are responding to these calls for transparency and to garner their views on the current fundraising climate. To shed light on these important issues, pfm has partnered with Sanne to ask CFOs across the US how the fundraising model is evolving.

The survey, which should only take 10-15 minutes, covers a range of issues from domicile and structure decisions to due diligence and track record presentation.

Your submission is entirely confidential. We will not identify which firms aided us in the process.

Here’s the link to TAKE THE SURVEY

We greatly appreciate your time as we count on broad participation to make results more meaningful. To that end, you’ll receive a complimentary copy of the results. We’ll also make a $5 donation to UNICEF for every completed survey we receive.

If you have any questions about the survey, please do not hesitate to contact me at