SUPPORT ACROSS THE FUND'S LIFE SPAN

Given the constant competitiveness of the capital-raising environment, investors are overwhelmingly attracted to fund managers with a demonstrated track record and the ability to manage the fund’s operational infrastructure. 

Emerging managers may come to market with verifiable past performance statistics, but usually need assistance building their business plan, preparing for capital raising, choosing service providers, selecting the right fund structure, calculating market-acceptable fees, developing terms and conditions, and addressing regulatory, tax, and environmental, social, and corporate governance (ESG) considerations.

For established managers, outside of achieving their investment objectives, it is most important to rightsize infrastructure and service providers based on the growth and complexity of the fund and its underlying investments. This group will also increasingly be expected to maintain and grow their efforts around ESG.

Our team is experienced in assisting both emerging and established fund managers with these various needs. Our practitioners are also available to discuss issues such as valuation methodology, admission of new limited partners, carried interest computations, and joint venture (JV) operating partners.