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The Emerging Manager’s Guide: How to plan your Fund I

A comprehensive guide consolidating learnings from first-time fund managers on effectively planning a fund, including:

  • Strategic Fund Planning—Crafting a compelling fund thesis and preparing key information for LPs.

  • Fund Formation—Checklists and tips for navigating pre-fund planning to first close.

  • Portfolio Construction—Mastering strategic construction and capital allocation to meet your fund’s goals.

The Emerging Manager’s Guide: How to plan your Fund I