Enter fund terms in the tabs below, then generate AI-powered formation artifacts β from Fund Thesis through Launch Readiness Assessment and attorney handoff packet.
Fund Terms Builder
Enter your fund's core economic and structural terms. These populate the Summary of Principal Terms β the central document investors and counsel review before committing capital.
Fund Name & Entity
Target Size & Commitments
Management Fee & Carry
Fund Life & Waterfall
Fund Structure & General Partner
Define the management entity, key persons, investment committee, CUMI governance layer, and fund counsel requirements.
GP / Manager Entity
Investment Committee & Controls
Capital Stewardship & CUMI Alignment
Legal, Tax & Administration
Offering Terms Builder
Define the securities exemption, offering mechanics, subscription procedure, and transfer restrictions.
Regulation D & Offering Rules
Closings, Lock-Up & Transfer
Investor Suitability Framework
Define who can invest and what representations they must make. This forms the basis of the Investor Suitability Standards section of the PPM.
Who Can Invest
Required Investor Acknowledgments
Select all representations investors must make in the Subscription Agreement.
Risk Factor Register
Review the risk factor register for this fund type. Risk Factors are a required section of every PPM. These represent material risks investors must be informed of before committing capital.
PPM Readiness Checklist
Work through this pre-launch checklist before distributing any offering materials to investors. Track completion as you build your fund formation packet.