Fund Formation Questionnaire

Step 1 of 6 Fund Basics

Fund Basics

Tell us about the fund you're launching.

Fund Name (or working name) *

Fund Type *

Venture Capital Private Equity Real Estate Hedge Fund SPV / Deal-by-Deal Search Fund Credit / Lending Other

Describe your fund type

Entity Structure *

Limited Partnership LLC Series LLC Not sure yet

State of Formation *

Is this your first fund? *

Yes No

Target Raise Amount *

Minimum Investor Commitment

Fund Terms

What are the key economic terms? Don't worry if you're not sure yet.

Management Fee *

1% 1.5% 2% 2.5% Custom Not sure yet

Custom management fee

Carried Interest *

10% 15% 20% Custom Not sure yet

Custom carried interest

Preferred Return / Hurdle Rate *

None 6% 8% Custom Not sure yet

Custom preferred return

Distribution Waterfall

American (deal-by-deal) European (whole fund) Not sure yet

Fund Term (years) *

5 7 10 Other Not sure yet

Custom fund term

Investment Period (years) *

2 3 5 Other Not sure yet

Custom investment period

GP Commitment

Investors & Regulatory

This affects your document requirements, exemptions, and filings.

Expected Number of Investors *

1-10 11-25 26-50 50-99 99+

Investor Types *

Accredited investors only Qualified purchasers only Mix (accredited + non-accredited) Not sure yet

Which securities exemption are you planning to use?

Rule 506(b) Rule 506(c) Regulation S Regulation A+ Regulation CF Not sure yet

Not sure? That's fine. We'll help you figure out the right path.

Will there be a separate GP entity? *

Yes No Not sure

Expecting any side letter arrangements?

Yes No Not sure

Will you have international investors?

Yes No Not sure

Are you currently registered as an investment advisor (or plan to be)?

Yes, SEC registered Yes, state registered Relying on an exemption No / Not sure

Investment Strategy

Help us understand what the fund will invest in. This shapes the document drafting.

Primary Investment Focus

Early-stage startups (Pre-Seed / Seed) Growth-stage companies (Series A+) Real estate (residential) Real estate (commercial) Public equities / trading Crypto / digital assets Secondaries Buyouts / acquisitions Credit / lending Other

Describe your investment focus

Geographic Focus

U.S. only Global Specific region(s) No geographic restriction

Will you offer co-investment opportunities to LPs?

Yes No Not sure

When do you need documents ready?

ASAP (< 2 weeks) 1-2 months 3+ months Just exploring

Documents & Services

Select the documents and services you need. Not sure? We'll help you figure it out.

Core Fund Documents (select all that apply)

Limited Partnership Agreement (LPA) / Operating Agreement Private Placement Memorandum (PPM) Subscription Agreement & Investor Questionnaire Side Letter Template GP Entity Formation (LLC or Corp) Fund Entity Formation (LP or LLC)

Additional Services (select all that apply)

Form D Filing (SEC / EDGAR) Blue Sky / State Notice Filings Investment Advisor Exemption Analysis Tax Structure Consultation Ongoing Fund Counsel (annual retainer) Compliance Calendar Setup

Anything else we should know?

Contact Information

Last step. Tell us how to reach you and we'll have a quote ready within 24 hours.

First Name *

Last Name *

Email *

Phone *

Company / Firm Name

How did you hear about us?

Preferred Contact Method *

Email Phone Either

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We're On It

We've received your fund formation questionnaire. Expect a custom fixed-price quote within 24 hours.

What happens next?

1. We review your fund details and terms.
2. We prepare a detailed, fixed-price quote.
3. We schedule a brief call to discuss and refine.
4. Once approved, we start drafting your documents.