SBI Counsel - Trusted Legal Counsel for Small Businesses and Investors

Fund Formation Intake Form

Please provide the following information so we can better understand your needs.

Business Transaction Intake

Business Name:

State of Incorporation:

Members/Shareholders Information:

Authorized Representative Name:

Email Address:

Phone Number:

Description of Goals:

What is the fund entity name?

What is the fund entity’s state of incorporation/state of organization?

What is the fund entity’s tax status?

What is the general partner/managing member entity name?

What is the general partner/managing member entity’s state of incorporation/state of organization?

What is the management company entity name?

What is the management company entity’s state of incorporation/state of organization?

What is the management company entity’s tax status?

What is the minimum capital commitment for limited partners, general partner, or members?

How long is the commitment period following closing wherein capital contributions may be required by limited partners, general partner, or members to fund investments?

What is the expected term for the existence of the fund? (insert number in months or years)

Will the general partner/managing member have an option to extend the existence of the fund?

Will the general partner/managing member be entitled to receive an incentive allocation (carried interest)?

If yes, please insert:

What is the maximum leverage percentage for the fund?

Will the management company be entitled to receive a management fee?

Will the general partner/managing member be entitled to receive an administrative fee?

Investment Funds Consultation

Business Transaction Intake

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