Fund Formation

Expert guidance for private equity, venture capital, and bespoke investment structures.

Overview

At Lazarus, we specialize in designing scalable, tax-efficient fund structures tailored to your investment goals. Whether you're an emerging fund manager launching your first fund or an established player seeking innovative structuring solutions, our approach is grounded in precision, agility, and deep industry expertise.

Fund formation is more than a legal process—it's a strategic opportunity to attract investors, manage risk, and ensure long-term success. We provide end-to-end support, guiding you through every stage of the process with clarity and confidence.

What We Do

  • We work closely with fund managers to create tailored structures that balance operational efficiency, regulatory compliance, and investor appeal. From limited partnerships to innovative bespoke vehicles, we ensure your fund is built to succeed.

  • Our team prepares and negotiates all fund documentation, including Limited Partnership Agreements (LPAs), Private Placement Memoranda (PPMs), subscription documents, and side letters.

  • Navigating the complex regulatory landscape is critical for fund formation. We provide U.S.-centric and cross-border compliance guidance to ensure your fund meets all applicable requirements.

  • We advocate for fund managers during investor negotiations, ensuring terms are aligned with your goals while maintaining strong investor relationships.

Who We Serve

  • Institutional Investors and Family Offices

    Develop bespoke investment vehicles that align with your strategic objectives and governance needs.

  • Emerging Fund Managers

    Launch your first fund with confidence, supported by our expertise in regulatory compliance and investor-focused structuring.

  • Established Fund Managers

    Optimize your existing fund structures or expand into new markets with our tailored solutions.

Representative Transactions

  • Advised on the structuring and formation of private equity and venture capital funds targeting sectors such as healthcare, technology, and consumer goods.

  • Assisted with the formation of secondary funds and co-investment vehicles designed to optimize investor participation and flexibility.

  • Negotiated Limited Partnership Agreements and side letters addressing key investor considerations, including exclusivity, key person provisions, and regulatory compliance.

  • Guided fund managers through jurisdictional analysis and regulatory compliance for cross-border fund formations, ensuring adherence to U.S. and international legal frameworks.

  • Supported fund-of-funds structures and bespoke investment vehicles, aligning fund terms with strategic investor objectives

The transactions listed above include experience our attorney gained at prior firms.

Move Forward with Confidence

At Lazarus, we understand that fund formation is more than a legal process—it’s the foundation of your future success. Whether you're an emerging manager launching your first fund or an established player seeking innovative structuring solutions, we’re here to help.

With Lazarus, you’re ready for what’s next.