I will draft an institutional investor fund offering memorandum
Licensed US Attorney, Private Equity and Corporate Finance Expert
About this Gig
Welcome. I am Jordan Inafuku, a licensed U.S. attorney (Bar No. #352228). Raising capital from institutional investorssuch as family offices, endowments, or pension fundsrequires an Offering Memorandum (OM) that meets the highest legal and financial standards.
Institutional investors have rigorous due diligence processes. I draft meticulously structured Offering Memorandums for real estate funds, hedge funds, and private equity vehicles. My documents are designed to withstand institutional scrutiny, clearly articulating strategy, management structure, and comprehensive risk factors.
What You Can Expect:
- Executive & Fund Strategy Summaries
- Detailed Risk Factor Disclosures
- Management & Track Record Sections
- Fee Structures & Distribution Waterfalls
- Tax & ERISA Considerations (General disclosures)
When you hire me, you are partnering with a qualified U.S. attorney dedicated to elevating your fund's credibility. All project details will be handled efficiently via Fiverr messaging.
Field of law:
Finance
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Business (corporate)
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Commercial
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
What is the difference between this and a standard PPM?
While similar, an Offering Memorandum tailored for institutional investors focuses more heavily on complex fee structures (like waterfalls), governance rights, and specific institutional risk disclosures.
Do you draft OMs for Real Estate funds?
Yes, I frequently draft Offering Memorandums for real estate syndications, debt funds, and private equity real estate (PERE) vehicles.
Will you structure my fund's distribution waterfall?
I will legally draft the distribution waterfall language based on the financial model and terms you provide (e.g., preferred return, catch-up, carried interest).
Can you draft the corresponding Limited Partnership Agreement?
Yes, the Premium package includes both the OM and the governing LPA (or Operating Agreement if structured as an LLC).
How long does the process take?
A comprehensive institutional OM generally takes 7 to 14 days, depending on the complexity of the fund and how quickly you provide the underlying business details via Fiverr.
