This is an investment fund term sheet intended to be used by start-up fund managers looking to launch their first investment fund.

It is in an easy-to-use format and can be used to document the terms of a wide range of funds including:

  • venture capital funds
  • private equity funds
  • real estate funds
  • credit funds
  • hedge funds
  • cryptocurrency funds.

The term sheet covers the following topics:

  • general fund information
  • service providers
  • fund size and duration
  • investment policy
  • eligible investors
  • administration matters
  • fund charges (including carried interest and performance fees)
  • risk factors
  • taxation
  • fund documentation.

It also contains explanatory notes and can be used in all jurisdictions.

A preview of the term sheet is available here: Investment Fund Term Sheet – Preview.

Please use the Buy Now button below to purchase the full term sheet.  All major credit and debit cards accepted.  The purchase price is £14.99.

Disclaimer:  Our templates are provided by Chelsea Publishing Limited trading as FSREG Templates on an “as is” basis for reference purposes only and without any guarantee of their suitability, accuracy, completeness or compliance with any applicable laws and regulations.  Chelsea Publishing Limited is not responsible for any action taken or omitted to be taken based on its templates and individual legal, tax, investment and regulatory advice should always be obtained before its templates are used.  © 2020 Chelsea Publishing Limited.  All rights reserved.