FUND INFRASTRUCTURE BUILDOUT
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We work with the fund manager during the pre-launch and formation phase of the fund by assisting with the establishment of proper infrastructure, support and controls.
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Services
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Fund structuring, governance and marketing strategy
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Assist fund in conducting an operational due diligence assessment
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Manage document portal to support fundraising
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Review legal documents
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Assist in service provider selection
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FUND INFRASTRUCTURE BUILDOUT
-
We work with the fund manager during the pre-launch and formation phase of the fund by assisting with the establishment of proper infrastructure, support and controls.
-
Services
-
Fund structuring, governance and marketing strategy
-
Assist fund in conducting an operational due diligence assessment
-
Manage document portal to support fundraising
-
Review legal documents
-
Assist in service provider selection
-
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Would you pass muster if any regulators came knocking at your door?
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Are you up on the latest industry regulations?
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Do you have an independent third party on your board of directors?
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Would you pass muster if any regulators came knocking at your door?
-
Are you up on the latest industry regulations?
-
Do you have an independent third party on your board of directors?
-
Would you pass muster if any regulators came knocking at your door?
-
Are you up on the latest industry regulations?
-
Do you have an independent third party on your board of directors?
-
Would you pass muster if any regulators came knocking at your door?
-
Are you up on the latest industry regulations?
-
Do you have an independent third party on your board of directors?
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w
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A
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D
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w
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A
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D
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w
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A
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D
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w
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A
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D
OPERATIONAL DUE DILIGENCE ASSESSMENTS
Would your firm pass institutional quality due-diligence scrutiny?
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Provide a comprehensive review of firm personnel, policies and procedures
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Prepare for upcoming investor and prospective investor meetings
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Conduct SWOT analyses (Strengths, Weaknesses, Opportunities, Threats)
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Consult on firm business development and marketing materials, including client presentations