Fund Formation Services
M&A Investment Funds
Start a Private Equity or Real Estate Fund to buy multiple assets. We handle fund formation, SEC-compliant documents, and investor relations.
Types of Funds We Help Launch
From search funds to institutional PE funds.
Private Equity Funds
Acquire and manage multiple operating companies
Real Estate Funds
Pool capital for multiple property acquisitions
Venture Capital Funds
Invest in early-stage companies at scale
Search Funds
Raise capital to find and acquire one target company
What's Included in Fund Formation
Fund structure design (LLC, LP, Delaware Statutory Trust)
Private Placement Memorandum (PPM)
Limited Partnership Agreement or Operating Agreement
Subscription documents
Side letter templates
Investor portal and data room
Ongoing compliance support
Common Questions
Investment Fund FAQ
What's the difference between a fund and a syndication?
A syndication raises capital for a single, specific deal. A fund raises capital to deploy across multiple deals over time. Funds offer more flexibility but require more complex structures and typically larger minimum raises (often $5M+).
What's the minimum fund size that makes sense?
Most funds start at $5-10M minimum to cover operational costs and achieve economies of scale. However, emerging manager funds can start smaller. We help you determine the right size based on your strategy and target investments.
How long does it take to launch a fund?
Fund formation typically takes 4-8 weeks for legal structure and documents. The fundraising timeline varies widely, from a few months for established managers to 12-18 months for emerging managers. We help you accelerate both phases.
Do I need a track record to start a fund?
While a track record helps significantly, we've helped first-time fund managers launch successfully. Key factors include your investment thesis, team, and ability to articulate your edge. We help you position yourself effectively to investors.
What fees can I charge as a fund manager?
Standard fund economics include a 2% management fee (on committed capital) and 20% carried interest (share of profits above a hurdle rate). However, structures vary based on fund size, strategy, and market conditions. We help you design competitive terms.
Ready to Launch Your Investment Fund?
Book a call to discuss your fund strategy and how we can help you get to market faster.
Book a Strategy Call