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Updated over 4 years ago on . Most recent reply

Private Equity Fund/Syndications. Dos and Don'ts
I am looking for advice on what id potentially be getting myself into. What legal docs are included. I created informational slide show to pinpoint what my Fund would include. Any information is welcome! Please and thank you!
Most Popular Reply

Hey Ty, first and foremost, be sure to get with a syndication attorney to execute a legal doc called a PPM.
You'll want to have a great offering memorandum put together that goes over your investment thesis, acquisition criteria, team, company overview, and track record.
Good luck!