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A virtual family office (VFO) provides a modern, flexible structure for investing in private markets. Understand the operational model, core services, and technology stack required to build and manage a VFO for your investment strategy.

Understand the process of portfolio construction for private funds, from developing an investment thesis to modeling the key levers that will define your fund's strategy.

Understand the portfolio company’s role within a private equity or venture capital fund's structure, the operational relationship between a fund and its companies, and common exit strategies.

Private investment funds are the backbone of the private markets. Learn the basics of private funds, including how they’re structured, managed, and regulated.

Understand the accredited investor rule, including the requirements for qualification, why the requirement exists, and how the accredited investor rules may change.

Understand the complete process of fund formation, including the key legal, regulatory, and operational steps for launching a private fund or special purpose vehicle.

Learn about fund structures for private investment funds, including the key entities, the flow of economics, and the legal agreements that govern them.

Learn the essential steps for launching a venture capital firm, from developing an investment thesis and structuring your fund to managing the complete fund lifecycle.

This article explains the core anti-money laundering and counter-terrorist financing regulations, as well as the importance of establishing a robust AML and CTF programme to protect your fund from the consequences of non-compliance.

Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.

This article explains how to use a special purpose vehicle (SPV), covering the entire lifecycle from structuring the entity and calling capital to managing post-close compliance and reporting.