Our Approach
Client Directed, Partner Aligned
Hourly service or flat monthly fee — calibrated to the scope of your client's needs.
Hourly Services
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Best for clients with established multi-domain, private investment administration and/or ongoing operational needs. Onboarding & monthly fee is set at the close of onboarding based on the agreed service mix — and adjusted only as scope changes.
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Time billed transparently reserved for client needs forecasted under 10 hrs
p/mo.
Retained Services
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Best for clients with established multi-domain needs and ongoing operations.
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Onboarding & monthly fee is set at the close of onboarding based on the
agreed service mix — and adjusted only as scope changes.
Entity & Investment Admin
Private clients with complex portfolios —maybe 50, maybe hundreds - sometimes more K-1s a year — accumulate an administrative load that quietly overruns even the most capable household. Tight Ship's Investor Relations Administrative service runs that load from the investor's side of the table, coordinating across capital calls, distributions, document flow, K-1 collection and reporting. We enable our wealth & family office partners to remain focused on strategy, the CPA gets clean handoffs and the client never chases another late K-1.
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Capital calls executed end-to-end. From notice through funding confirmation, tracked against published service levels.
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K-1 season run as a discipline. Trackers published in January, K-1s chased through September, delivered to client CPA in their preferred format, amendments captured to the source.
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One inbox, one tracker, one source of truth. Every fund relationship operates from a single coordinated layer, with capital accounts reconciled monthly and a searchable document repository from day one.
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Compliance-grade access management. Authorized-agent and view-only roles
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preferred at every fund; stored credentials are a documented exception under our Client Access SOP, vaulted and audited quarterly.
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Always On Reporting & Access. Reporting & cadence crafted to reflect the unique client profile that can include Capital-call tracker and distribution tracker; Capital-account schedule reconciled monthly and quarterly; Weekly status note; Monthly portfolio activity summary; Quarterly capital-account roll; Annual K-1 readiness report.
The Process
Three Steps. One Relationship Manager. A clear path from first conversation to ongoing operation.
01
Listen
A series of discussions with you, your team and your client to understand the issues you're trying to solve. We don't propose until we understand the household. With
that, a clear scope of work can be defined along with a rational fee structure. No commitment until both sides see the fit.
02
Activate
With the scope defined and Services Agreement signed, we move from building to operating environment. Onboarding & activation will be performed virtually or in-person as appropriate with the dedicated Client Manager. For Bill Pay & Cashflow Management Clients - Two foundational artifacts are produced: the Financial Snapshot (12-month view of household income, liabilities, and expenses) and the Rewarding Behaviors report (personalized recommendations on payment-method routing). From day one, we look for ways to consolidate and simplify — improving accuracy, efficiency, and security.
03
Run
The Client Manager oversees the day-to-day administration as defined and approved by the client. The engagement evolves as client lifestyle changes over time:
Capabilities can be added, removed, or to fit their needs. The mix is never locked and the client is proactively engaged & supported.
Mutual NDA | Encrypted Infrastructure | Complete Vetting & Background Checked | E&O + Cyber Liability | Relationship First
Built around a standard of trust & respect for our partners & clients.
