SponsorCloud

# **Get More Fund Commitments with Strategic Waterfall Structure Design**

Top-performing funds are securing commitments even in this tight market by strategically redesigning their waterfall structures and fee arrangements. Industry data shows investors now rank these elements among their top 3 decision factors when evaluating new funds.

This practical webinar reveals the specific structures that institutional investors and family offices are saying 'yes' to in 2025, plus how to implement them without sacrificing your returns.

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# **What You’ll Learn:**

*   **Waterfall Structure Essentials:** Key components and strategic approaches that appeal to today's investors.
*   **Fee Structure Strategies:** Practical methods to design arrangements that win commitments while maintaining profitability.
*   **Investor Alignment Tactics:** Additional considerations beyond basic structures that build confidence and differentiate your fund.

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# **Real-World Success Stories**

Learn from funds that secured commitments by implementing smart waterfall and fee structures. Our experts will share actual examples and the specific elements that won over hesitant investors.

**Can't make the live session? Register anyway, and we'll send you the recording.**

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*Brought to you by *[*SponsorCloud*](https://www.sponsorcloud.io/)* - Modern Fund Management Solutions for Real Estate Fund Managers*


Designing Waterfalls and Fee Structures That Win Commitments

## 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.

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## 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.

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### 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.*


Choosing the Right Structure: LP vs. LLC vs. Series Fund

Join us for an exclusive product training webinar showcasing SponsorCloud's best-in-class Invest via ACH workflow. In this session, we'll explore how our upgraded ACH feature streamlines the capital-raising process while providing enhanced security, improved reconciliation, and a superior investor experience.

Our redesigned ACH system includes robust identity verification, instant bank account verification, pre-funding balance checks, and improved transaction tracking - all designed to increase funding success rates and reduce administrative burden.

## What You'll Learn:

*   **Benefits of Our Enhanced ACH Feature**: Discover how our upgraded system increases capital raising efficiency, reduces transaction failures, and improves investor confidence through enhanced security measures.
*   **Feature Demonstration**: See the new ACH functionality in action, including the improved investor interface, streamlined verification process, and enhanced transaction tracking.
*   **Setup Process**: Learn how to quickly implement and configure ACH payments for your offerings with step-by-step guidance from our product experts.
*   **Pricing Structure**: Understand our transparent pricing model and how implementing ACH can provide significant ROI by increasing funding success rates.
*   **Q\&A Session**: Get answers to your specific questions from our product specialists.


Product Training:  Funding Investments via ACH

Maximizing pass-through rental losses can unlock valuable tax savings for investors in real estate funds and syndications.

This webinar will break down the key hurdles investors face when utilizing pass-through rental losses and provide actionable strategies to optimize deductions.

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#### **What You’ll Learn:**

📍 **Understanding Pass-Through Rental Losses:** How real estate fund structures impact tax treatment.

📍 **Key Investor Challenges:** Navigating basis rules, at-risk limitations, real estate professional status, and passive activity loss restrictions.

📍 **Optimizing Your Tax Strategy:** Practical steps to adjust basis, qualify for deductions, and align passive losses with passive income.

We will also be covering a Real-World Case Study, a breakdown of how an investor maximized tax benefits despite common limitations.

Whether you're a real estate investor, fund manager, or tax professional, this session will help you navigate the complexities of pass-through losses and ensure you're not leaving money on the table.


Unlocking Pass-Through Rental Losses in Real Estate Funds 

Tax season is a critical opportunity to strengthen trust and build lasting relationships with your investors and CPAs.

This webinar will equip you with practical strategies and tools to save time, improve communication, and deliver a seamless experience.

**What You’ll Learn:**

*   **Set clear expectations for K1 deliverability:** Reduce uncertainty and keep investors informed.
*   **Streamline tax workflows with the K1 Tracker:** Simplify data collection, ensure accurate investor profiles, and eliminate repetitive communication.
*   **Enhance investor relationships:** Use better tools to communicate transparently and differentiate your portal from the competition.

**Why Attend?**

*   Avoid common tax season pitfalls and improve operational efficiency.
*   Gain insights into best practices that build investor trust and goodwill.
*   Discover how our latest tools can save you time and enhance your portal’s value.

**Register Now to Reserve Your Spot**

📅 **When:** Jan 23rd

⏰ **Time:** 12:00 PM ET

🌐 **Where:** Online


Designing Waterfalls and Fee Structures That Win Commitments

Choosing the Right Structure: LP vs. LLC vs. Series Fund

Product Training: Funding Investments via ACH

Unlocking Pass-Through Rental Losses in Real Estate Funds

Optimize Your Workflow For a Stress-Free Tax Season