PPM Review
and Modification

Determine best fund structure

Reg A
Reg D-506B or C
40 Act

Interview and engage law firm with industry experience

Finalize strategy, fees, promote etc.

Confirm alignment with industry standards

Confer with industry experts when needed

Maximize Opportunity- “Best in Class”

RIA “friendly”
Liquidity options
Industry best practices for setting fees
Conflicts of interest
Sponsor contributions to offset fees
Hold period and defined liquidity event
Reduce potential objections and barriers to entry
Address UBTI issues

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