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🛠️ Starter Guide for Fund/Syndication Managers

A recap of our how-to articles of 2024 (and early 2025)

Happy Friday, Funds Family!

This week is a little different. The reason? Frankly, we’re underwater with fund closings, and a recap article was all we had time for 😅 

Here, we’ll provide a roadmap for managers looking to begin (or level up) their investment management business. 📈 

But first…

/ SELF PROMOTION

If you’re a general partner (GP) raising an investment fund or syndication in private equity, private credit, real estate, or venture capital, we may be a good fit for you. We also represent limited partners (LPs) investing in funds and syndications.

Thanks for reading, now let’s jump into the recap 😃 

1️⃣ The Basics

For determining your fund structure:

For choosing your specific terms:

For planning your fundraising process:

Taxes (everyone’s favorite):

2️⃣ How the Money Flows

3️⃣ Negotiations and LP Relations

4️⃣ Stay Compliant

And that’s it! Thank you all for being a part of this journey. Remember, you can propose topics or share your thoughts by simply replying to this email or clicking the button below—we’d love to hear from you.

Share this newsletter with your friends or colleagues who might find it valuable.

Thanks for reading, everyone.

Have a great weekend! 🙌 

/ JURY TRIAL

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⚠️ Note: This newsletter is for informational purposes only and nothing should be considered legal advice. For that, hire a lawyer! I am a lawyer, but not your lawyer (unless I actually am your lawyer because you’ve signed an engagement letter and we’re working together). This newsletter may be considered attorney advertising.

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