Securities,
Mergers & Acquisitions,
Corporate
Aug. 29, 2017
Fund fundamentals
A few considerations for those who are considering starting their own funds.
Sara L. Terheggen
Founder and Managing Director
The NBD Group, Inc.
UC Berkeley Boalt Hall
The NBD Group, Inc., a leading legal and business solutions firm. Dr. T has advised on transactions with an aggregate value of more than $110 billion, including more than 20 IPOs, and she has been recognized close to 50 times for her professional expertise and leadership.
DR. T ON SECURITIES
If you are contemplating starting your own fund, the key documentation necessary to begin fundraising is a private placement memorandum (or PPM), a subscription agreement and a limited partnership agreement (or LPA). You may also want to consider preemptively preparing a diligence package to give you a head start on investor requests. The PPM serves as your primary offering document. It will typically cover: investment stra...
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