Legal Services

Fund Formation

Comprehensive legal services for investment fund formation. From initial structuring through first closing, we provide institutional-quality documentation and strategic counsel to launch your fund successfully.

Comprehensive Fund Formation Services

Fund Documentation

  • • Limited Partnership Agreement
  • • Private Placement Memorandum
  • • Subscription Documents
  • • Management Agreements
  • • Side Letter Templates

Regulatory Compliance

  • • Form D Preparation & Filing
  • • Blue Sky Analysis
  • • Investment Adviser Guidance
  • • SEC Exemption Analysis
  • • State Notice Filings

Strategic Counsel

  • • Fund Structure Optimization
  • • Terms & Economics Guidance
  • • LP Negotiation Support
  • • Tax Efficiency Planning
  • • Closing Coordination

Our Proven Process

Discovery & Engagement

Initial consultation to understand your fund's objectives and structure. We provide transparent flat-fee pricing based on your specific requirements and timeline.

Strategy Session

Comprehensive 2-hour working session to finalize fund terms, economics, and governance structure. Our experienced team guides you through critical decisions.

Document Drafting

Preparation of complete fund documentation suite tailored to your specific structure. All documents reflect current market standards and regulatory requirements.

LP Negotiations

Strategic support throughout investor negotiations. We help balance LP requests with fund economics while maintaining operational flexibility.

Closing & Launch

Coordination of all closing procedures including regulatory filings, entity formations, and investor onboarding. We ensure a smooth launch with full compliance.

Fund Types We Support

Private Equity

Buyout, growth equity, and specialized strategies

Venture Capital

Early-stage through growth venture funds

Real Estate

Opportunistic, value-add, and core strategies

Hedge Funds

Long/short, credit, and alternative strategies

Infrastructure

Energy, utilities, and transportation assets

Credit Funds

Direct lending and specialty finance

Crypto & Digital

Digital assets and blockchain strategies

SPVs/SPEs

Single-asset and co-investment vehicles

Begin Your Fund Formation

Schedule a confidential consultation to discuss your fund formation needs. We'll provide transparent pricing and a clear timeline for your launch.

Request Information