Advisory Services

Advisory Services:

  • Planning and Budgeting (plan for start-up, ongoing operations and growth)
  • Fund and Management Structuring Factors (consider strategies, size, term, investors (U.S. or ex-U.S.), jurisdiction regulatory regime, trends and cost)
  • Service Provider Analysis (review trading platforms, auditors, valuation experts, administrators, attorneys and IT considerations based on strategy, size and cost)
  • Marketing Considerations (discuss marketing tools, investor expectations, third-party marketers and potential onboarding issues)
  • Ongoing Fund Operations (examine the administrative complexities of investing while operating a business and how to avoid missteps)