PinnedMy Book is Here! The Venture Fund Blueprint!My Book Launches Today ~ The Venture Fund Blueprint! Very excited to announce that my new book, The Venture Fund Blueprint, is officially out today, December 13th! You can order it on Amazon here. Building on our work with hundreds of fund managers, we truly enjoyed the writing process. We…Books3 min readBooks3 min read
1 day agoCompliance for Fund ManagersIn this article we will share an overview of compliance best practices and discuss the impact of the new SEC ruling for emerging managers venture capital (EMVC) with the knowledgeable minds at Cedar Mountain. One of the highlights in creating The Venture Fund Blueprint has been the opportunity to connect…Fund Management11 min readFund Management11 min read
Nov 15Legal Fund Formation (Part 3): Understanding Operating AgreementsIn this final segment of our three-part series on legal fund formation, we will delve further into the legal documentation needed to establish your firm, with insights from the experienced professionals at Wilson Sonsini Goodrich & Rosati. This segment will (A) highlight which sections of the Operating Agreements are often…Venture Capital7 min readVenture Capital7 min read
Nov 2Legal Fund Formation (Part 2): Limited Partnership Agreements — LPAsIn this continued three-part series on legal fund formation, we will offer a thorough overview of the crucial legal paperwork necessary to establish your firm, with insights from the experienced professionals at Wilson Sonsini Goodrich & Rosati. In this second segment, we will (A) highlight which sections of Limited Partner…Fundraising8 min readFundraising8 min read
Oct 26Legal Fund Formation (Part 1): Initial DocumentationThis three-part series on legal fund formation provides a comprehensive overview of the essential legal documents required for establishing your firm. We will explore which components are standard and which ones offer room for negotiation and customization, drawing insights from the experienced professionals at Wilson Sonsini Goodrich & Rosati. Here…Venture Capital10 min readVenture Capital10 min read
May 24Fundraising Unveiled: The Ultimate Guide To Securing CapitalAs fundraising is one of the most challenging aspects of running a fund, it is helpful to have a full plan with a starting point, ending point, and realistic expectations on timing along the way. …Venture Capital5 min readVenture Capital5 min read
May 3The Art of Creating an SPV (Special Purpose Vehicle): 7 Essential InsightsUnlocking the ability to assemble an investor syndicate for speed, efficiency, capital access, and streamlined management with the popularized use of SPVs (special purpose vehicles) has been game-changing in the venture industry. SPV has become a lexicalized acronym with most fund managers likely participating in them as common practice. We…Special Purpose Vehicles9 min readSpecial Purpose Vehicles9 min read
Apr 20Fund Manager Tax (Part 3): PTET, QSBS, and The 1045This is the third installment of our 3-part series on venture fund tax planning and strategies in collaboration with some of the knowledgeable tax minds over at Andersen. …Investing9 min readInvesting9 min read
Apr 5Fund Manager Tax (Part 2): Expenses, GPs in Different States, and Deferred 2023 FilingsThis is the second installment of our 3-part series on fund tax planning and compliance strategies — in collaboration with some of the knowledgeable tax minds over at Andersen. In this piece, we will cover lessons learned in fund tax return preparation, best practices for substantiating and tracking fund expenses…Investing11 min readInvesting11 min read
Mar 21Fund Manager Tax (Part 1): Structure, Partnerships, and K-1 vs W-2Many of the questions received from The Venture Fund Blueprint involve tax compliance and planning. Both are critical components of building and maintaining a successful fund. In this 3-part series on venture fund tax planning and strategies, we will share some commonly asked tax questions from emerging fund managers with…Investing10 min readInvesting10 min read
