Private Equity Fund Formation Services
Complex Investment Strategies
Private equity funds are among the most complex and interesting types of funds, as they invest across diverse asset classes and employ highly creative strategies. From SPVs targeting specific private companies, to private credit, real estate projects, film financing, or roll-up strategies like acquiring small vet clinics and combining them into a larger platform – PE funds take many forms.
Structural Flexibility
The specifics of a private equity fund are usually driven by its asset class and investment strategy. While an onshore Delaware LP structure is common, PE funds often use SPVs, holding companies, or offshore feeders to optimize tax efficiency for foreign and tax-exempt investors.
Investment Strategies & Asset Classes
SPVs & Direct Investments
Special Purpose Vehicles targeting specific private companies and direct investment structures for focused exposure.
Private Credit
Debt financing solutions including mezzanine debt, senior secured loans, and structured credit products.
Real Estate Projects
Commercial real estate investments, development projects, and real estate-backed securities.
Film Financing
Entertainment industry investments including film production, distribution, and media content financing.
Roll-up Strategies
Consolidation strategies like acquiring small businesses and combining them into larger platforms.
Tax Optimization
Offshore feeders, holding companies, and SPVs designed for foreign and tax-exempt investors.
Scope of Work
Fund Documents
- Private Placement Memorandum
- Subscription Agreement
- Limited Partnership Agreement
- Investment Management Agreement
- Operating Agreement
Entity Formation
- Fund Entity (DE)
- General Partner Entity
- Investment Manager Entity (if applicable)
- Delaware Registered Agent
- EINs
Regulatory Filings
- Form D
- Form ADV (if applicable)
- Offshore (Cayman / BVI) (if applicable)
Form and register the Cayman or BVI master or feeder, secure registered office/agent, prepare core constitutional documents, and coordinate with offshore counsel on all local filings, approvals, and government fees.
Timeline
Delaware Only Fund
Formation to first closing generally takes about four weeks, assuming you and your investors stay on task.
Offshore Feeder Required
Where a Cayman or BVI feeder is required, the process typically extends to six to eight weeks.
Pricing
Our Fees
for a straightforward Delaware structure
Big Law Comparison
for the same work at traditional law firms
Ready to Launch Your Private Equity Fund?
Our experienced team is ready to help you structure and launch your private equity fund with comprehensive legal support for complex investment strategies.