Fund Launches

Digital financial chart with ascending and descending bar graphs, alongside stacks of coins, representing financial data and savings.

Professional project management and advisory services

Services - a one stop shop

Fundsure can project manage fund launches for emerging managers in private or public markets. Whether it’s a UCITS, Hedge, Credit, Real Estate, Private Equity Fund or ETF, we can help your launch by assisting with service provider and jurisdiction selection, onboarding, contract negotiation and launch.

We can offer fully customised solutions from turnkey sub-funds to full master-feeder structures as well as Active Managed Certificates (AMCs) and crypto funds.

As we are also Compliance Consultants, we can also assist with setting up the complete regulatory package to include fund establishment and launch, reg hosting (with regulated partners to get you trading asap) and an FCA application for authorisation. This means we can handle both the fund launch and the compliance from initial application to post-launch compliance services. This provides you with economies of scale - using one partner to do both. You won’t need to explain yourself twice! We can manage the AIFM or Investment Management FCA application, the DBS checks, the KYC/AML screening, the lot - all in-house.

Flowchart illustrating steps for vehicle launch: design, pre-marketing and drafting, create vehicles, and full marketing and launch, with icons for tools, pencil, clipboard, and star.
Timeline with three months milestones: Month 1 focuses on research, marketing materials, and pre-marketing; Month 2 on vehicle establishment, marketing, legal documents, and funding; Month 3 on legal documents and launch.

Which Service Providers?

Setting up a fund usually requires several
service providers, depending on the structure:

  • Administrator/AIFM

  • Custodian/Depositary

  • Legal Advisers

  • Auditors

  • Prime Brokerage

  • Regulatory hosting platform

Depending on the complexity, you may also need:

  • Compliance Advisors

  • Valuation Agents

  • Specialist tax advisors (usually part of the Legal team)

Fundsure can help you find the right service providers based on your specific needs and ensure you have flexibility to grow.

Project Management

We use a variety of professional tools to manage the project and keep you informed of progress such as MS Project, Asana, WhatsApp and the usual Microsoft tools (Teams, SharePoint) for data management. We also record all online meetings/calls to ensure full visibility for clients. We maintain strict confidentiality until you are ready to go-live or launch.