Choosing the Right Structure: LP vs. LLC vs. Series Fund
SponsorCloud
40:02
Navigate Fund Structure Complexities with Expert Legal & Operational Insights
A co-hosted webinar presented by SponsorCloud and LegalScale
Choosing the right fund structure is an essential component of setting your fund up for success with your investment strategy and achieving the goals of your investors.
Join industry experts from SponsorCloud and LegalScale as they break down the key differences between fund structures to help fund managers navigate the nuances of each option, from tax implications and legal compliance to operational flexibility and investor communications.
What You'll Learn:
- Factors to Consider When Choosing a Structure: How to assess your fund's size, strategy, and investor profile to make the right structural decision.
- Important Regulatory and Tax Implications: Explore legal differences that could impact fund operations and strategies to minimize tax burdens.
- How Structure Affects Investor Relations: Considerations for how to attract investors and a discussion regarding transparency and investor reporting.
Our experts will review real-life examples of funds that use each structure, providing actionable insight into best practices and useful takeaways for fund managers and sponsors as they navigate their decisions around how to structure their own funds.
This collaborative webinar brings together legal expertise from LegalScale and operational insights from SponsorCloud, providing attendees with the crucial tools needed to make well-informed choices about fund structure that will maximize their fund's chances of success and minimize potential disadvantages.
About This Partnership
This webinar represents the collaborative expertise of SponsorCloud and LegalScale, bringing together operational technology and legal knowledge to provide fund managers with comprehensive guidance. LegalScale provides essential expertise in legal structuring and compliance, while SponsorCloud powers the technology platform that helps raise capital, manage established structures, and streamline investor relations. Together, they provide fund managers with end-to-end solutions for fund formation, management, and growth.
Register today to learn how the right fund structure, supported by the right technology, can set your fund up for long-term success.
Speakers
Neil ODonnell
Managing Partner, LegalScale LLP
Neil O'Donnell is a founding partner at LegalScale specializing in private equity transactions and fund formation. With extensive experience in both legal and investment sectors, Neil advises on optimal fund structures for various investment strategies. His background includes roles at Davis Polk & Wardwell LLP, Merrill Lynch, and capital management firms, providing him with practical insights into fund operations. Neil holds a J.D. and M.B.A. from Cornell University and is both a chartered alternative investment analyst (CAIA) and chartered financial analyst (CFA).
Ameet Mehta
Co-Founder, SponsorCloud
Ameet leads GTM strategy and drives product and service adoption among real estate private equity firms at SponsorCloud. He brings practical expertise in fund operations and technology implementation to help managers optimize their investment structures. Ameet invests in technology companies through FirstPrinciples Holding Company. Prior to his entrepreneurial career, Ameet worked at TechStars, KPMG, and Cambridge Capital. He holds a degree in Accounting & Finance from DePaul University in Chicago. Ameet enjoys watching football as a Chicago Bears Fan, playing golf, and supporting the Milaan Foundation as a Board Member.
Harisimran Khalsa
President of Professional Services, SonsorCloud
Harisimran Khalsa brings over 20 years of accounting experience to her role as Director of Professional Services at SponsorCloud.
With a background that includes serving as CFO in private equity, she has spent more than a decade with a particular focus on real estate. Her expertise in financial strategy and tax compliance ensures that SponsorCloud's clients receive top-tier guidance in navigating the complexities of the real estate market.
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Choosing the Right Structure: LP vs. LLC vs. Series Fund
40:02