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investment-funds

9 skills across 1 jurisdiction.

Skills

United States flagUnited States · investment-funds

Capital Call Notice

Drafts U.S. capital call notices for PE, VC, or fund-managed LLCs aligned to LPA/operating agreement procedures and side letters. Use when drafting a…

CaseMark
United States flagUnited States · investment-funds

Form ADV Part 1A — Filing Data

Fetches Form ADV Part 1A filing data and generates an interactive HTML filing guide + Excel filing reference. Covers Items 5.D/F/H, Schedule D §7.B.(…

carta
United States flagUnited States · investment-funds

Form ADV Parts 1 and 2

Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements…

CaseMark
United States flagUnited States · investment-funds

Fund Subscription Agreement

Drafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents…

CaseMark
United States flagUnited States · investment-funds

Investment Advisory Agreement

Drafts a U.S. Investment Advisory Agreement (IAA) for SEC- or state-registered advisers under the Investment Advisers Act of 1940, SEC Rules 204-3, 2…

CaseMark
United States flagUnited States · investment-funds

Limited Partnership Agreement (LPA)

Drafts institutional-quality Limited Partnership Agreements for PE/VC fund formation. Covers GP/LP terms, capital commitments, distribution waterfall…

CaseMark
United States flagUnited States · investment-funds

Limited Partnership Agreement (LPA)

Drafts U.S. private equity and venture capital Limited Partnership Agreements (LPAs) covering GP/LP governance, capital commitments, distribution wat…

CaseMark
United States flagUnited States · investment-funds

Management Rights Letter

Drafts management rights letters for VC/PE equity investment closings, granting investors contractual consultation, inspection, and information right…

CaseMark
United States flagUnited States · investment-funds

Side Letter

Drafts U.S. venture capital and private equity side letter agreements that supplement a primary agreement without formal amendment. Use when drafting…

CaseMark

investment-funds legal skills by jurisdiction

Investment funds work lives in the gap between structuring elegance and regulatory compliance: the same vehicle — a limited partnership, a SICAV, a unit trust — behaves differently depending on whether it is domiciled in Luxembourg, the Cayman Islands, or Delaware, and whether its investors are retail or institutional. The investment funds legal skills in the ThomasMore catalog are built around that jurisdictional variation, covering fund formation, subscription documents, investor suitability, regulatory notifications, and ongoing governance across the major fund domiciles and distribution markets. Each capability is agent-ready and runs over MCP or downloads directly, so whether you are drafting a limited partnership agreement, preparing a regulatory filing, or checking distribution restrictions against local marketing rules, the task fits inside your existing workflow.

Coverage spans the full lifecycle — from initial structuring and placement memoranda through annual reporting obligations and wind-down — and reflects the regimes that actually govern the work, from EU alternative fund manager rules to the requirements imposed by the national securities and investment regulators that license fund managers in their own markets. The ThomasMore catalog organises these skills by jurisdiction, license, and author, so a practitioner advising on a cross-border fund launch can layer capabilities rather than starting from scratch in each market. Authors maintain the skills as regulatory thresholds, fee-disclosure rules, and distribution passport regimes continue to evolve. Use the jurisdiction filters to anchor the collection to the domicile or distribution market your current mandate demands.