Fund Formation

Thinking about raising a new fund? Do you have the capacity to manage another fund along with the additional workload of fundraising? Before you hit the road to raise a new fund, it is imperative that your house is in order. Are you ready? Let Segue help identify improvements in internal processes and implement the best practices institutional limited partners expect in today’s competitive market. Segue will help develop an effective fundraising process to ensure SEC Regulation D compliance as well as¬†assist with preparation of pitch books, due diligence materials, and SEC reporting as an exempt registered investment advisor (ERA). Let us tailor the right approach for you and your fund to improve your odds of a successful raise.