• We are Y-Finance Solutions

    An accomplished team of Financial industry professionals & Technology experts

    We build innovative solutions leveraging AI to solve our client’s most complex Private equity management problems.

AI Driven Automated Solutions to Private Equity Management

Y-Serve Solutions was founded by financial industry professionals and Technology experts. Our finance professionals understand the full length & breadth of Private Equity segment which includes Investor Data Management, fee calculations, particularly Carried interest and Management fees and all related nuances and complexity that come with its calculation.

We infused our technology experts innovative experience into the design of our platform, Y-Finance PE Suite, allowing us to deliver an AI-based Systematic solution to a growing problem of Investor Data Management and inherent manual calculations and bring together investors and asset managers to raise the level of confidence in fee reporting to the quality the industry needs and deserves.

Introducing: Y- Finance PE Suite™

A fully equipped AI driven Automated Solution for Private equity – Management Fee & Carried Interest calculation

  • Organize and manage unlimited number of funds on our easy to use cloud-based platform
  • Manage Investor related information for better transparency and ease in Investor Reporting
  • Quickly model complex management fee calculations into Y-finance PE Suite™ with the click of a button
  • Deploy out-of-the-box distribution waterfall models – create dynamic rule sets for complex distribution waterfall calculation
  • Streamline the entire fee calculation workflow to facilitate better governance & ease of operations

Delivering Excellence in Private Equity Management

We provide service delivery excellence through our platform, Y-Finance PE Suite. This is pivotal for us to create an exceptional user experience and ensuring client satisfaction. It involves the seamless integration of advanced technologies – AI driven models, efficient processes, and a user-centric approach. By leveraging robust infrastructure, real-time data analytics, and automated workflows, our platform provides reliable, responsive, and personalized services.

Additionally, through continuous monitoring and performance optimization, combined with proactive support and transparent communication, we ensure that any issues are swiftly resolved. This minimizes downtime and enhances user engagement.

Latest news on Private Equity Sector

Financial Services: Yfinance Solutions’ Strategic Partnership Transforms Fund Administration
11/7/2023 – 0 Comments
In a transformative move, Yfinance Solutions, a notable name in automated waterfall distribution software, has partnered with Socium Fund Services, a specialist in private equity and fund administration, as per a recent press release. This strategic collaboration is poised to reshape the landscape of financial services. It’s all about elevating the accuracy and efficiency of carried interest, management fees, and expense accounting services for private fund clients. Waterfall calculations, fundamental to the world of fund administration, have recently encountered increased regulatory scrutiny with the SEC’s “private fund rules.” Socium acknowledges the critical role these calculations play in building and maintaining trusted client relationships while ensuring regulatory compliance. Read Full Article Click Here.
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Yfinance Lands Two Fund Administrators as reported by Private Funds CFO
11/7/2023 – 0 Comments
We are proud to announce our most recent partnerships with leading global fund administrators, Zedra and Socium, a Suntera company.We are privileged to have a growing community of private equity fund administrators and their clients trusting Yfinance and sharing a common vision that elevates their fund accounting operating standard well beyond Excel to a digital client experience for carried interest and management fee accounting and client reporting to achieve greater operational efficiency and service quality amid fierce competition, talent management challenges and ever-changing regulatory landscape. For the full article click here.If you have interest to learn more or want a first-hand experience of our software capability, please reach out to us at info@yfinance-solutions.com. Read Full Article Click Here.
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4Pines and Yfinance Solutions Raising the Bar with Digital Waterfall Services
11/7/2023 – 0 Comments
In a transformative move, Yfinance Solutions, a notable name in automated waterfall distribution software, has partnered with Socium Fund Services, a specialist in private equity and fund administration, as per a recent press release. This strategic collaboration is poised to reshape the landscape of financial services. It’s all about elevating the accuracy and efficiency of carried interest, management fees, and expense accounting services for private fund clients. Waterfall calculations, fundamental to the world of fund administration, have recently encountered increased regulatory scrutiny with the SEC’s “private fund rules.” Socium acknowledges the critical role these calculations play in building and maintaining trusted client relationships while ensuring regulatory compliance. Read Full Article Click Here.
Read More

Yfinance PE Suite™ makes Management fee and
Waterfall calculations a piece of cake

Get in touch with us today, we would be happy to meet with you and learn all about your business.

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