Blueprints

Step-by-step guides to launch your fund

Investment Thesis

Identifying your key differentiators and investment strategy.

Fund Preparation

Creating an outline of timing and costs ahead of fundraising.

Fundraising

Planning and prioritizing the timeline of your fundraise.

Limited Partners

Corresponding with your investors and fiduciaries.

Portfolio Mgmt

Cultivating your portfolio companies to maximize growth.

Operations

Selecting providers across your business and organizational planning.

Finance

Assessing financial and accounting elements of your fund.

Portfolio Makeup

Reviewing common portfolio constructions.

Legal: Fund Structure

Structuring your fund.

Growth Strategies

Positioning your fund for the future to build a long-lasting firm.

Fund Checklist

Itemizing the steps needed as you kick off your fund.

Outsourced CFOs

Finding service providers for finance and ops.

Work Models

Finding a suitable work location and style for your team.

SPVs

Building a special purpose vehicle to enhance your investing.

Legal: Fund Formation

Constructing your fund formation.

Legal: LPA

Governing your limited partnership.

Legal: Operating Agreement

Bringing clarity to management and liabilities.

Scouts

Reshaping how fund managers utilize scouts.

Legal: Information Rights

Establishing data access and reporting expectations.