Investment Fund manager consulting

FUND FORMATION SERVICES

Our flat-fee fund templates includes turn-key preparation of all the needed formation documents and governing agreements to operate an incubator fund. An incubator fund provides a cost-effective solution for an emerging manager to develop a marketable trading record and test performance before launching a fully-operative fund.

FUND STRATEGY WORKSHOP

Most emerging hedge fund managers look to provide potential investors with some level of performance data to gain confidence in the manager’s skill in executing the fund’s trading strategy. Often managers have proven the strategy through prior trading with a former fund, as an advisor to separately managed accounts, or through personal trading. Other times, the strategy has not been fully proven and is still in a conceptual-type phase that requires an investment thesis. In both cases, the fund manager will need a thoughtful strategy to ensure adequate investor participation.