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
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
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?
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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A
D
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A
D
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D
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D
OPERATIONAL DUE DILIGENCE ASSESSMENTS
Would your firm pass institutional quality due-diligence scrutiny?
Provide a comprehensive review of firm personnel, policies and procedures
Prepare for upcoming investor and prospective investor meetings
Conduct SWOT analyses (Strengths, Weaknesses, Opportunities, Threats)
Consult on firm business development and marketing materials, including client presentations
