Fund Formation & Launch Services
Your trusted partner in structuring and forming funds.
Offering comprehensive solutions and expert guidance throughout the complex process of forming, launching, and scaling investment funds.
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.
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.
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.
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.
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.
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.
Meet Our Fund Formation Team of Experts
Our team of experts has worked with thousands of funds supporting their launch and formation needs
Explore Our Other Services
Outsourced Fund Services
We provide outsourced C-Suite partners to PE, VC, and Real Estate firms. Our seasoned executives lead portfolio reporting, fund accounting, operations, and compliance, while overseeing fund administration, investor services, coordination with external vendors, and more.
We will help you build your regulatory policies and procedures from the ground up, and then provide on-site inspections, education and training for staff, as well as reviewing marketing materials and completing all necessary forms.
We set up, maintain and review your business’s fund accounting, financial operational and investor reporting, and develop, maintain and update valuation policies and procedures.
We provide professional tax consulting, tax return preparation, and comprehensive assistance with business formations including entity selection and IRS audits.