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Law firm success checklist: Fund formation

How to streamline the fund formation process to give your firm a competitive edge

Private equity and venture capital work is big business for law firms, and onboarding investors when asset managers create new funds is a critical process that underpins fundraising, compliance, and investor relations.

But doing so smoothly and effectively is often a major challenge. The onboarding element of fund formation is complex and cumbersome. If not done correctly, it can expose the firm and clients to legal and regulatory risk, operational inefficiencies, and low investor confidence.

Leveraging an end-to-end investor onboarding solution enables your legal team to streamline this process — from the initial information gathering stage to the final signoff. But where to begin?

Our comprehensive guide provides the starting point for streamlining the process that can give your firm the advantage by helping you answer these questions:

  • How efficient is your investor onboarding? 
  • What impact could delays and inaccuracies have?
  • How can you improve knowledge sharing and collaboration with colleagues and clients? 
  • Why does process consistency matter in a complex and changing regulatory environment?
  • How can you enhance engagement by improving client lifecycle management with streamlined services?

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