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Updated over 2 years ago on .

User Stats

33
Posts
10
Votes
Victor Lee
10
Votes |
33
Posts

On Stop Shop Securities Attorney + Consultant for a fund

Victor Lee
Posted

I have done a couple of syndications where I worked with a securities attorney but REPE fund is a different ballgame and there are many nuances. I am looking for an integrated firm, which is not just filing paperwork but also guiding me based on benchmarks and best practices before(thesis formation etc), during(filing, guidance on timelines, capital call cadence etc) and after(investor portal recs, communication best practices etc).

Are there any such providers out there? I saw Jillian Sidoti had a program but looks like it might be sold out.