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Book Release Day is here! 🚀
You can now buy “Fundamentals: Your Friendly Guide to Investment Funds and Syndications” on Amazon.
A link to the $0.99 Kindle version will be in the comments. 👇
This book is made for investment managers (GPs), passive investors (LPs), service providers, and any other fund nerds looking to learn more about the industry.
It’s been a long journey. Thank you to all of you who have supported me throughout this process. ❤️
Table of contents:
1. How Long Does It Take to Raise a Fund?
2. How Will You Be Paid for Managing the Fund?
3. Who Do You Need on Your Team?
4. Do You Want a Multi-Asset “Fund” or Deal-by-Deal
“Syndications”?
5. Do You Want a “Closed-End” Fund or an Evergreen
“Open-End” Fund?
6. What Key Investment Terms Do You Need in Your
Investment Fund or Syndication?
7. How Do You Distribute Money to Investors Using a
“Waterfall”?
8. What Legal Documents Do You Need to Raise a Fund?
9. How Do You Negotiate with Potential Investors?
10. What Are the Mechanics for Admitting Investors into a Fund?
11. How Do You Call Capital from Investors?
12. The Securities Act of 1933
13. The Investment Company Act of 1940
14. The Investment Advisers Act of 1940
15. State Investment Adviser Laws
16. Tax Laws (and How to Structure Around Them)
Please share if you're feeling generous 🙏

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