Private Equity & Venture Capital

We structured a venture capital fund for a team of principals investing in the technology sector. Each principal in the GP held distinct domain expertise and was responsible for sourcing and managing a designated portfolio company. We designed the fund architecture, allocated carried interest and management responsibilities among the principals, and prepared the full suite of fund formation documents.

We structured a multi-strategy investment fund with approximately $90 million in assets under management. Our work included selecting the jurisdiction, designing the GP/LP architecture, negotiating fee and carry arrangements, and preparing the offering memorandum, limited partnership agreement, subscription documents, and side letters.

We structured a family office managing approximately $500 million in assets and continue to serve as counsel on an ongoing basis. Our work includes advising on restructurings, establishing new special purpose vehicles for individual investments, and ensuring that the evolving structure remains tax-efficient and operationally sound.

We structured a private equity fund organized as a Series LLC with tokenized membership interests recorded on a permissioned blockchain. The structure enabled segregated liability across portfolio investments while allowing fractionalized, transferable interests. We addressed securities law requirements, designed the token mechanics, and prepared the operating agreement and investor documentation.

We restructured a family office operating dozens of trading teams into a regulated fund licensed in the BVI and the Cayman Islands. We designed the fund architecture, obtained licenses, and prepared the full suite of fund documentation.

We represented a group of investors in a dispute with a fund whose general partner ceased all communication, stopped providing financial reports, and refused to engage with limited partners. We coordinated the investor group, prepared formal demands, pursued available legal remedies, and sought to secure accountability and protect our clients’ capital.

We advised a fund sponsor on migrating from a third-party SPV platform to an independent standalone fund vehicle. Our work included designing the new corporate structure, preparing fund formation documents, transferring existing investor relationships and portfolio holdings, and ensuring operational continuity throughout the transition.

We designed and documented master-feeder fund structures involving U.S. and Cayman Islands vehicles to optimize tax treatment for both domestic and international investors. Our work included selecting the appropriate entity forms, preparing the fund documentation for each tier, and coordinating the subscription and allocation mechanics between the feeders and the master fund.