Key Terms & Concepts
Fundraise: Know Your Target Market
Prepare Your Private Placement Memorandum (PPM)
Track Your Fundraising Progress
Close Your Fund
Source Your Fund’s Investment Pipeline
Screen the Investments You Have Sourced
Seek Your Investment Committee’s Early Review
Conduct Due Diligence on Your Proposed Investment
Get Your Investment Committee's Final Approval
Close Your Investment
Draw Down Capital from Your Fund’s Investors
Disburse Capital from Your Fund to its Investees
Anticipate Investor Monitoring Processes
Monitor the Progress of Your Fund's Investments
Receive Distributions from the Fund's Investees
Make Distributions to the Fund's Investors
Report Your Progress
Wind Up Your Fund