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Starting a Fund – Steps to Take When Fundraising

Starting a Fund - Steps to Take When Fundraising

In the second video of the four-part series, Tom Angell, practice leader of Withum’s Financial Services group, talks about the steps emerging managers should take when fundraising and how a lower fee structure could attract investors. Tom discusses key documents needed, placement agents, other third-party providers, getting a line of credit and other functions to consider when starting a fund.

The information presented in this video is not necessarily all-inclusive, does not constitute legal, tax or any other advice, and should not be relied upon without first consulting with appropriately qualified professionals for your individual facts and circumstances.

If you have any questions or would like to discuss how these changes apply to your business, reach out to Withum Financial Services and Investment Leader, Tom Angell, or fill out the form and we’ll reach out to you.

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