For first-time GPs & emerging managers
Private Fund Launch & Operations Coaching
Applied, step-by-step guidance to get your fund's operations, providers, filings and investor processes ready — with an optional InvestPrep workspace to keep it all in one place.
What coaching covers
Launch-readiness assessment
Where you are today across structure, providers, filings, investor onboarding and operations.
Registration & filing responsibilities
What Form D, Blue Sky, Form ADV and related filings involve, who owns each one, and when.
Service-provider selection
How to compare fund counsel, administrators, auditors, tax preparers and banks — and what each one handles.
Onboarding, DDQ & LP reporting readiness
Subscription workflow, KYC/AML steps, DDQ answer library and a reporting calendar LPs can rely on.
Compliance calendar & marketing review
Recurring deadlines plus a review-and-approval process for pitch decks and investor communications.
Scheduled coaching & action lists
Working sessions that end with a dated action list and owners, not just advice.
Six-Week Pilot
Pricing quoted on scope
- Three live working sessions over six weeks
- Written launch-readiness plan with prioritized actions
- Bounded between-session questions by email
- Optional InvestPrep workspace to track investors, documents and tasks (subscription billed separately)
What this is not
- • Capital raising, investor introductions or success fees
- • Drafting fund or offering documents — fund counsel does that
- • Investment management, fund accounting or NAV
- • Legal advice or a guarantee of any regulatory outcome
FAQ
Who is this coaching for?
First-time GPs and small emerging private fund managers who want applied guidance on launching and running fund operations.
Do you help raise capital or introduce investors?
No. We do not solicit investors, make introductions, or charge success fees. Coaching covers operations and compliance readiness only.
Do you draft fund documents or do fund accounting?
No. Fund counsel drafts offering documents and your administrator handles accounting and NAV. We help you prepare for and coordinate with them.
How is this different from the Fund Operations Academy?
The Academy is general training for fund staff. Coaching is applied guidance for your specific fund, with a readiness plan and action lists.
How much does the pilot cost?
Pilot pricing is quoted based on scope. InvestPrep is optional and billed separately as software. Ongoing compliance consulting is contracted separately.
Is this legal advice or a compliance guarantee?
No. Coaching is educational and operational guidance. Regulatory obligations depend on your actual activities and should be confirmed with counsel.
Related: Fund Operations Academy · Fund Launch Pack · Fractional Fund COO · InvestPrep