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]Video: Best Practices for Using AI in Family Offices
I was honored to present to Digital Evolution Institute at the Global Family Office Governance and Technology Summit at Fordham University, on how the most tech-savvy family offices are using AI, Tech and Analytics. ...
[Continue Reading]The Future of VC Models and the Portfolio Diversification Game
I recently did a podcast interview with Michael Oliver Weinberg, CFA. For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee and a board member at APG, a...
[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...
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