Agents prepare the vehicle’s formation and subscription papers.
- Prepare formation documents from approved templates
- Draft subscription and side documents
- Keep a register of investors and commitments
- Reuse the same playbook for each new vehicle
A funds lawyer settles structure, eligibility and economics.
- Structure and jurisdiction
- Investor eligibility and offering rules
- Fee and carry terms
- Final documents
You close the SPV with every investor on the register.
- Formation pack
- Subscription documents
- Investor register
- Vehicle playbook