VC10X - What VCs Should Look for in a Fund Administrator - Shalin Madan, Co-founder, Formidium

VC10XFeb 17, 202634 min

Shalin Madan, co-founder of fund administration platform Formidium, delivers a contrarian take on vendor selection for VCs, arguing that following the herd mentality of choosing popular service providers is fundamentally flawed. He warns of an impending shakeout in the fund administration space and emphasizes that VCs need to conduct proper due diligence on their operational partners' financial viability, not just their client roster.

Key takeaways

  • Stop choosing fund administrators based on who your peers use—this herd mentality ignores critical business fundamentals and sustainability metrics.
  • Demand transparency about your fund administrator's cash flow and funding status, as many companies in this space will likely fail in the coming years.
  • Outsource non-core operations early to prevent administrative tasks from distracting small teams from their primary investment activities.
  • Evaluate potential acquisitions or partnerships now while market consolidation creates opportunities for well-positioned companies.
  • Prioritize safety and long-term viability over trendy features when selecting operational partners during uncertain market conditions.

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23:25· 31sprediction

A lot of companies are gonna go out of business over the next few years

23:25 / 23:56

So I think that's that's key. I think a lot of companies are gonna go out of business over the next few years. A lot of companies are gonna go out of business over the next few years. You can mark that down. I also think that a lot of companies can do well in the next few years. And in fact, the reason why some companies are gonna be going out of business is because the other companies are doing well. So it's really a zero we're really in a zero sum environment. The companies that are run better, have better technology, have better understanding of processes, have better management will win.

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