Boutique Investment Funds Law Firm
Tech-driven investment fund law firm—leveraging AI and automation throughout the fund formation process.
Our Expertise
How We Form Your Fund
Our comprehensive fund formation process ensures your investment vehicle is properly structured, compliant, and ready for launch.
Day 1. Discovery & Structure Design
We start with an interactive questionnaire and strategy call to understand your investment thesis, target investors, and timeline. Based on this information, we recommend the optimal legal structure—Delaware limited partnership, Cayman feeder, series LLC, or other vehicles as appropriate.
Week 1-2. Document Drafting
Our fund‑formation attorneys draft the core offering and governing documents: Private Placement Memorandum, Limited Partnership Agreement, Subscription Documents, Operating Agreement for the General Partner, and related ancillary forms.
Week 1-2. Entity Formation & Tax IDs
Concurrently, we establish the general partner, management company, and obtain Employer Identification Numbers to enable banking and brokerage onboarding.
Week 3-4. Review & Finalization
We circulate drafts for your comments, incorporate feedback, and prepare execution versions. Once finalized, you can open bank and brokerage accounts and accept initial capital commitments.
Week 5-6. Regulatory Filings & Closing Memorandum
We file Form D, prepare and submit a state Form ADV only when required, and handle blue‑sky notices once the first capital is accepted after launch. You also receive a closing memo outlining the structure, obligations, and key compliance dates.
6. Ongoing Compliance Support
After launch, we stay in contact, remind you of required annual filings—Form D annual update and Form ADV annual amendment—and support any regulatory submissions or structural updates you need.
Latest Blog Posts
SEC Rule 506(c) Verification: New Guidance on Minimum Investment Amounts
The SEC's March 2025 no-action letter provides clarity on using minimum investment amounts for Rule 506(c) accredited investor verification.
5 Key Differences Between BVI and Cayman Islands: Making the Right Choice for Offshore Fund Formation
A comprehensive comparison of BVI and Cayman Islands jurisdictions for offshore fund formation, covering regulatory requirements, costs, and investor preferences.
How to Launch an Investment Fund: 10 Key Steps
A comprehensive guide to launching an investment fund, from initial planning through capital deployment and ongoing compliance.