Investment Funds

Our attorneys provide legal support for onshore and offshore investment funds.  From the onset of a fund, our team assists in fund formation and in drafting the array of legal agreements necessary to run a fund, including subscription agreements, side letters, limited partnership/limited liability company agreements, as well as private placement memoranda and marketing materials to market the fund.  Whether your fund invests in public companies, other funds, private companies, tokens, or emerging industries such as the cannabis and cryptocurrency industries, our team has the experience you need.  In addition, we have expertise in structuring and forming funds that issue digital assets.  Our attorneys will ensure that the fund manager and the fund remain compliant with SEC and other U.S. and non-U.S. laws and regulations, allowing fund managers to focus on the fund investment strategy.

Fund formation and ongoing legal compliance for hedge funds, private equity funds, real estate funds, VC funds

Broker-Dealer, Investment Advisers and Exempt Reporting Advisers registration and ongoing compliance

Limited Partner Representation

Drafting and negotiation of Non-Disclosure Agreements and Side Letters

Advice relating all aspects of securities laws and regulations applicable to investment funds

U.S. legal counsel to Abakkus Growth Fund, a Category III Alternative Investment Fund registered with the Securities and Exchange Board of India

U.S. legal counsel for TIW Private Equity, an India-based SME-focused, sector-agnostic buyout private equity fund

Represent Ingressive Capital, LP, a Silicon Valley-backed venture fund that invests in early-stage technology companies in Sub-Saharan Africa

Represent BR11 in its launch of a tokenized investment fund deploying capital into growth-phase technology companies in Brazil

Represent Cliintel Capital Group, a Denver-based sponsor of several cannabis industry-focused venture capital funds

Serve as primary fund formation counsel for AngelList, a platform which facilitates venture capital investments (primarily) in early-stage companies via the formation of venture capital funds

Prepared and negotiated formation documentation for numerous domestic investment funds

Prepared documents for a Cayman master-feeder fund

Prepared and reviewed non-disclosure agreements on behalf of major private equity firms in the United States and Canada

Prepared finder’s fee agreements for private equity firms

Served as primary outside counsel to investor consortium; prepared and negotiated investment fund documentation, including private placement memorandum, limited partnership/liability company agreements, subscription agreements, and side letters

Reviewed and negotiated side letters and revisions to fund documentation from the perspective of limited partners

Represented FinTech company in formation of a fund for its customers

Prepared formation documents for private equity funds targeting cannabis companies in Colorado