Fund Launch Program
Launch your fund with confidence
Our expertise has helped power the launch of thousands of funds in over 40 domiciles worldwide.
Let our team help your team
Partner With Leading Fund Launch Consultants
Our fund launch team consists of highly regarded International Funds Consultants who’ve held senior executive roles at global Fund Servicing powerhouses. With a combined portfolio exceeding $3 trillion in Assets Under Administration (AUA), we bring unparalleled expertise to the table.
Why Connect with Us?
- Learn from the Best: Tap into the collective wisdom of our team. Discover the dos and don’ts, save costs, and explore the optimal route to market.
- Funds Academy: Explore our comprehensive library of information and benefit from personalized 1-on-1 insights and guidance.
- Onshore vs. Offshore: Understand the nuances of both options and choose what suits your needs.
- Emerging Manager Platforms: Explore cost-effective turnkey solutions or standalone options.
- Access to Capital Introductions: Leverage our extensive network and community to connect with potential investors.
- Fund Launch Partners: Meet our partners, including Prime Brokers, Fund Administrators, Audit, Legal, Admin, Banking, and Tech experts.
- Seamless Go-Live Process: We make it easy for you to launch your fund successfully.
Connect with us today and take your fund to the next level!
Pre Fund launch ConSiderations
Fund Domicile
Consider the location for the incorporation of the fund and the tax residency of the target investors: onshore, offshore, Europe, ASIA.
Fund Law
Determine which legal and regulatory regimes best suit target investors and fund activities, including for valuation methodologies and distribution. This is applicable to all collective vehicles, including hedge funds, mutual funds, and private equity.
Fund Structure
Consider the optimal fund structure to attract allocators and best fit their investment needs. Examples include: Master Fund, Mini- Master, Master Feeder, Open / Closed, SPV, SPC, Parallel, and others structures.
Service Provider Selection
Your operating foundation matters. We connect you to a global network of top-tier fund administrators, auditors, custodians, prime brokers, technology, and legal teams to ensure a smooth launch and position you for future growth.
Financial data
Source the key financial data to drive your investment thesis: Bloomberg, Rifintiv, FTID, Map Signals, and more.
FINTECH
More than ever, the use of advanced technologies is tablestakes. We help you identify and implement the right technology stack to manage your portfolio, optimize efficiencies, and mitigate risks.
Company Setup of GP and LP
Who are the equity stakeholders at the GP level, and do you have a founders class? For the LP's, what is their taxable status?
Marketing
From an in-depth marketing assessment to a polished pitch deck and fund fact sheet, we help you design and build a powerful corporate identity and value proposition that attracts investors.
Capital Introduction
Designed by allocators, our next-gen capital introduction platform empowers managers to accelerate fundraising through targeted virtual meetings, effective content distribution, and insightful workshops.
As a founding member of the International Funds Organization (“IFO”), we help connect fund managers to a global network of allocators through this, and other strategic partnerships.
Upcoming Capital Introduction Events
| IGNITE 2024 Powered by Fuel | |
| IGNITE 2024 will allow you to effortlessly connect through one-on-one video meetings with a diversified offering of alternative investment managers across asset classes and geographies. The scheduler opens on June 24, 2024 and virtual meetings take place July 15-26, 2024. |
Our Insights
Navigating Margin Compression, Private Markets, and Strategic Transformation in Asset Management
Charting a prudent course for traditional managers in an evolving landscape.
Transforming the Generational Opportunity in Real Estate Investing
Can AI and alternative data reshape the investment paradigm in this age-old asset class?
Architecting for Multi-Manager Platforms
Multi-manager investment firms find themselves at a critical juncture, balancing a delicate dance between diversification and economies of scale.
Insights from Miami Hedge Fund Week
Miami Hedge Fund Week was truly eye-opening, demonstrating both the atmosphere and assemblage of industry participants that has transformed Florida into a growing financial services and technology hub.
