After Launching 300+ Funds With $4.8B in Reported Assets Under Management, We've Created A Unique 4-Step Formula To Help Any Asset Manager Scale Their Portfolio✦
Step 2: If you're an Expert/Investor, Fund Manager, or Capital Raiser fill out the application below and book a call
$4.8B+ Reported Client AUM✦
100,000+ Students
300+ Funds Launched✦✦
Identify investment opportunities with asymmetrical risk - low risk for high return potential. This foundational step involves finding deals in asset classes where you have expertise or competitive advantage. Most aspiring fund managers already have something in mind when they start this process.
Design your fund's waterfall structure, fee arrangement, and investment terms before hiring lawyers. This includes determining preferred returns, carry splits, and time horizons. Learning this yourself saves thousands in legal fees.
Validate your fund concept by seeking advice from mentors and potential investors. When you ask for money, you generally get advice. When you ask for advice, you generally get money. Pitch your structured deal, gather feedback, iterate based on input, then secure verbal commitments.
Once validated, hire securities attorneys to create legal documents (PPM, LPA, subscription docs). This step should cost $30k-50k when properly prepared. File Form D with SEC and officially launch your fund. This is the easiest step when the first three are done correctly.
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