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THE QUICK PROCESS
Once you know the right steps to take, starting is not that difficult!
01.
Design Your Investing Approach
What is your strategy? What is your concentration? How will you find, vet, and allocate to ideas?
02.
Legal Setup
Retain a fund lawyer to draw up a offering memorandum, partnership agreement, and subscription agreement.
03.
Accounting Setup
Retain an accounting and audit firm to do your monthly or quarterly books and audit work once you start.
04.
Brokerage / Bank Setup
Retain a brokerage firm and bank to open a brokerage account for the fund, and bank accounts for both the fund and investment manager
05.
Reach Out to Investors
Once the legal docs are prepared, reach out to investors so that you can launch with the best start possible.
06.
Set Up a Launch Date
Self explanatory, and then you are off to the races!
“You can dream, create, design, and build the most wonderful place in the world. But it requires people to make the dream a reality.”
WALT DISNEY
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