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)