Fund Accelerator

Fund Accelerator - $10,000/month

Ideal for established family offices seeking comprehensive management across core investment operations, relations, and deal flow.

Setup

• Attorney-Led Fund Structuring: Set up your fund with the guidance of experienced attorneys, ensuring compliance and supporting sustainable growth.
• Legal & Fund Formation Support: Receive in-depth legal support to handle the complexities of fund formation, helping to ensure all legal requirements are met.

Community

• Community Access: Access a network of founders, investors, and advisors who provide mentorship, insights, and networking opportunities to support your fund’s growth and development.

Investor Relations

• Investor Communication Strategy: Develop and implement a communication strategy to keep your investors well-informed and engaged, building trust and transparency.
• CRM Management: Manage investor relationships effectively with a CRM system, enabling organized and efficient communication.
• Quarterly Reports: Provide investors with detailed quarterly reports on fund performance, key milestones, and portfolio updates. These reports help build trust and keep investors informed.
• Fundraising Support: Receive expert assistance in raising additional capital, including help with investor outreach and crafting compelling materials to attract new investors.
• Investor Meetings & Events: Organize regular meetings and events to keep investors engaged, build relationships, and showcase portfolio achievements.

Fund Operations

• Compliance & Regulatory Support: Ensure that your fund meets regulatory standards, minimizing risk and protecting your investors' interests.
• Fund Accounting: Track and manage fund finances accurately to ensure transparency and provide investors with clear, trustworthy reporting.
• Audit & Tax Preparation: Get support with audit and tax preparation, ensuring compliance with tax regulations and simplifying the reporting process.
• Investor Onboarding & Legal: Streamline the process of onboarding new investors with thorough legal and compliance support, making the experience seamless and compliant.

Deal Flow

• Proprietary Deal Flow: Access exclusive, high-quality investment opportunities that align with your fund’s goals, giving you an edge in the investment market.

Additional Benefits

• Access to $4M+ Affiliate Deals: Benefit from significant discounts on essential software and services, valued at over $4 million, to optimize your fund's operations and drive growth.