Fund Formation Services

Are you looking to deploy capital in promising opportunities within your region? Setting up a private equity fund allows you to do just that. Financely provides expert support in fund setup, compliance, and marketing to ensure your fund attracts the right investors and meets all regulatory requirements.

We Help You With:

• Fund Setup
• Compliance (Fund Administration)
• Fund Marketing

Our Services

1. Full Fund Setup and Marketing Package: $250,000 USD

This package includes everything you need to launch and market your private equity fund:

• Fund Formation: Complete legal and administrative setup, including all required documentation and structuring.
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• Regulatory Compliance: Ensuring your fund meets all relevant regulations in the USA, including utilizing SEC exemptions such as:
• Private Fund Adviser Exemption: For funds with less than $150 million in AUM in the USA, avoiding the need for a FINRA Series 65.
• Regulation D, Rule 506(b): Allows for raising unlimited capital from accredited investors without general solicitation.
• Regulation D, Rule 506(c): Permits general solicitation and advertising, provided all investors are verified as accredited.

• Marketing Strategy: Development of a targeted marketing strategy to promote your fund effectively.
• PR Agencies Specializing in Financial Services: We partner with top PR agencies to enhance your fund's visibility, securing features in key magazines and invitations to high-profile conferences.
• Capital Introduction Firms and Placement Agents: We engage specialized firms and agents to raise capital from institutional investors, ensuring your bankable projects attract significant investment.

Additional Fees:

• 2% on all funds raised during the first year.
• 10% on the management fee/carry from investors acquired through our marketing efforts.

2. Basic Fund Setup Package: $50,000 USD

This package covers the essentials to get your private equity fund started:

• Fund Formation: Complete legal and administrative setup, including all required documentation and structuring.
• Regulatory Compliance: Ensuring your fund meets all relevant regulations in the USA, including the appropriate SEC exemptions to avoid the need for a FINRA Series 65.
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Timelines

• Fund Formation: Approximately 1 month, depending on complexity and regulatory requirements.
• Marketing Strategy Development: Initial strategy delivered within 2-4 weeks of fund formation completion.
• Annual Marketing Subscription and PR Engagement: Ongoing throughout the first year.
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Disclaimers

• Financely is not a registered investment advisor or broker-dealer. Our services are limited to fund setup and marketing support.
• Legal and regulatory compliance is subject to the specific laws and regulations of the USA.
• Performance fees depend on the successful raising of funds and management of investors acquired through our efforts.
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Getting Started With Fund Formation

Tell us more about your investment strategy and goals. Request a proposal today, and we will provide you with a detailed plan outlining how we can help structure your fund to meet your objectives. We are committed to ensuring the successful launch and growth of your private equity fund.

Additional Considerations

We also offer extra-paid services such as due diligence and risk assessment, investor relations and reporting, tax and legal structuring, operational support, ESG compliance, and exit strategies.

If you need staff for your fund, like a fractional or full-time CIO or CFO, we can help with recruitment too. These additional services will be billed separately.