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Fundraising guides
Long guides on the documents and stages of a raise, written for the side that opens the room: founders and CFOs, GPs and IR teams, sponsors and borrowers.
Real estate and debt
Real Estate Syndication Waterfall Explained, With Worked Numbers
A syndication waterfall decides who gets each dollar of rent and sale proceeds. Here is how the tiers work, three worked examples with the math in tables, and what passive investors check before they wire.
Oct 19, 2026, 18 min read
Raise documents and process
Subscription Booklet Checklist: Questionnaires, KYC and Signatures
Most closings slip because of the subscription booklet, not the LPA. This checklist covers every page of a fund booklet, the investor status tests behind it, the KYC each investor type owes and the signature errors that send documents back.
Oct 19, 2026, 14 min read
Fund raises
Fund Data Room Index: A Folder Template for LP Due Diligence
Institutional LPs open a fund room with their own request list in hand. This index template puts every document where an allocator expects it, from the PPM and LPA draft to the DDQ, attribution files and service provider letters.
Oct 18, 2026, 17 min read
Fund raises
How Long Does It Take to Raise a Fund? First Close to Final Close
A fund raise is a year or more of work split into three stretches: pre-marketing, the run to first close and the run from first close to final close. This guide puts realistic ranges on each one and shows where the months go.
Oct 18, 2026, 12 min read
Raise documents and process
PPM vs Pitch Deck: What Each Investor Document Must Cover
A pitch deck sells the idea in twenty slides. A private placement memorandum states the terms, the risks and the conflicts in a hundred pages that a lawyer will read twice. Here is what each one must hold, and when you need both.
Oct 18, 2026, 16 min read