Fund Formation & Launch Services

Your trusted partner in structuring and forming funds.

Meet the Leader

Vince Calcagno

Executive Managing Director

Vince Calcagno

Linkedin
Fund Solutions - Executive Managing Director
Vincent leads our Fund Solutions group and specializes in C-Suite strategic, operational, financial, accounting, tax and compliance consulting for the alternative investments industry, and the investment professionals and family offices who invest in and sponsor private fund products.
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Offering comprehensive solutions and expert guidance throughout the complex process of forming, launching, and scaling investment funds.

Our Approach

Our team of experienced professionals works closely with fund sponsors to provide tailored solutions that meet their unique needs and objectives. We understand that each fund is unique, and we take a customized approach to ensure that the fund’s structure, organization, and formation align with the sponsor’s vision and goals.

Pe

People

People

Our experienced professionals closely collaborate with fund sponsors, delivering tailored solutions that align with their unique needs and objectives.

Pr

Process

Process

Our process ensures a systematic and efficient approach, guiding fund sponsors through the complex and intricate process.

Te

technology

Technology

Technology enables a streamlined process, enhanced data management, and efficient collaboration, throughout the entire fund launch and formation journey.

Fund Formation & Launch Service Offerings

Roadmap to future success.

We develop a high-level plan considering financial function effectiveness, M&A and organic growth, execution of strategic initiatives and building value pre-exit. The result is an actionable approach to meeting strategic, financial and operational goals.

As a trusted partner, we offer a comprehensive suite of services to fund sponsors, including:

Fund Structuring & Organization

We work with fund sponsors to determine the optimal fund structure and organization that aligns with their investment strategy and goals.

Fundraising Strategy & Execution

We develop and implement a comprehensive fundraising strategy that includes identifying potential investors, preparing marketing materials, and executing fundraising efforts.

Investor Negotiations

We negotiate with investors on behalf of the fund sponsor to secure favorable terms and conditions that align with the fund's objectives.

Legal & Regulatory Compliance

We ensure that the fund is structured and organized in compliance with applicable laws and regulations, including drafting the necessary legal documents and providing guidance on fund governance, risk management, and compliance.

Ongoing Support

We provide ongoing support to fund sponsors throughout the life cycle of the fund, including monitoring compliance, providing guidance on fund operations, and assisting with investor relations.

Ready to have a trusted partner by your side when launching and scaling your investment fund?

We purposely designed our solutions as a key element to your success.

Our fund formation services are designed to be a one-stop solution for fund sponsors seeking to structure and establish funds. 

Industry Expertise

We offer comprehensive services that cover all aspects of fund organization and formation, including fundraising, investor negotiations, legal and regulatory compliance, and ongoing support. With our industry expertise and personalized approach, we are the trusted partner for fund sponsors looking to successfully launch and manage their investment funds.

Extended Partner

Our investment fund and formation services act as an extended partner when launching and managing an investment fund. This is a complex and time-consuming process, which is why we offer comprehensive solutions to help fund sponsors structure and establish funds seeking to raise capital in North America. With our expertise and industry knowledge, we are the go-to partner for fund sponsors who seek advice and guidance on the organization and formation of their funds, including fundraising and negotiating with investors on their behalf.

As a first-time fund, we were able to leverage their expertise as we navigated through fund formation, fundraising, and investor due diligence. E78 allows us to focus more on serving the leaders of our companies.

Meet Our Fund Formation Team of Experts

Our team of experts has worked with thousands of funds supporting their launch and formation needs

Nick Castoria
Managing Director
Meet Nick
Managing Director
Fund Solutions
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Nick Castoria

Linkedin
Fund Solutions - Managing Director
Nick is a highly accomplished Managing Director of Fund Solutions at E78 Partners, with a proven track record of success in the investment industry. He joined E78 through the acquisition of Agile Fund Solutions LLC, where he was the Founder and COO.
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Vince Calcagno
Executive Managing Director
Meet Vince
Executive Managing Director
Fund Solutions
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Vince Calcagno

Linkedin
Fund Solutions - Executive Managing Director
Vincent leads our Fund Solutions group and specializes in C-Suite strategic, operational, financial, accounting, tax and compliance consulting for the alternative investments industry, and the investment professionals and family offices who invest in and sponsor private fund products.
Learn More
Paul Fitzpatrick
Senior Director, FAOps
Meet Paul
Senior Director, FAOps
See Bio

Paul Fitzpatrick

Linkedin
- Senior Director, FAOps
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Explore Our Other Services

Fund Solutions

Download: CFO Services for Private Equity Funds and their Portfolio Companies

The right people, processes, and systems that make up your fund solution are critical elements to help ensure success. Download this whitepaper to learn more.