As part of our series on legal and structural issues for new fund managers, we’ve created a template General Partner Entity agreement, which can serve as a checklist for aspiring fund managers. We hope that you will find it helpful! Download here our Template General Partner Entity Agreement for Your New Private Equity or VC...
[Continue Reading]The Legal Issues You Need to Nail Down for Your New Private Equity or VC Fund
(Thanks to my coauthor Dolph M. Hellman, Esq., Chair, Orrick’s Private Investment Fund’s Group.) This is part of a series on structuring the team and legal infrastructure of a new private equity/VC fund: Writing the Constitution for Your New Private Equity or VC Fund: Strategy, Culture, Decision-Making, Budget, and Data Ownership The Legal Issues You...
[Continue Reading]The Constitution for Your New Fund: Strategy, Culture, Decision-Making, Budget, and Data
(Thanks to my coauthor Dolph M. Hellman, Esq., Partner, Orrick, Herrington & Sutcliffe LLP; Chair, Orrick’s Private Investment Fund’s Group.) This is part of a series on structuring the team and legal infrastructure of a new private equity/VC fund: Writing the Constitution for Your New Private Equity or VC Fund: Strategy, Culture, Decision-Making, Budget, and...
[Continue Reading]How Influencers Can Legally Raise Capital for Funds and Companies
How can influencers raise capital for companies or funds, without running afoul of restrictions on “general solicitation”? The 2012 bipartisan JOBS Act was supposed to empower funds and individuals to raise capital more openly: to publicly advertise their track record and what they’re selling, just like almost every other industry. However, as far as I...
[Continue Reading]How investors and executives can fight terror
Historically, many investors have tried hard to be apolitical. But US political dysfunction has forced many investors to become active in domestic politics, and Hamas’s war on Israel forces many of us to fight Hamas. You might think I condemn Hamas because I am both Jewish and Israeli. But that is not the reason. First,...
[Continue Reading]Interview: VC and Disruption of the Investment Management Industry
Angelo Robles, Founder of the Family Office Association, just posted a video interview with me. We cover Versatile VC’s strategy and many other topics relevant to family offices. The Family Office Association also just published our full white paper on “Who Is Disrupting Investment Management, And How?” For the slide deck and video presentation version...
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