Investments Advisory About Get in Touch
Capital & Strategy Advisory ยท Home / Fund Creation

Fund Creation &
AI Fund Management

Designing the next generation of investment vehicles. We support emerging fund managers, institutions, and family offices in building sophisticated, globally compliant investment structures.

Master FundDelaware LPUK LLPSEBI AIFUS LPsIntl LPs

Build an Institutional-Grade Fund

End-to-end advisory for clients establishing new investment vehicles across venture capital, private credit, private equity, deeptech funds, and thematic mandates. From strategy through to operational architecture and LP outreach.

GIFT City IFSCDelaware LPUK LLPCaymanSEBI AIFFirst-Time Managers
01
๐ŸŽฏ
Fund Blueprint & Strategy Design

Define thesis, mandate, geography, sector focus, and competitive positioning. Build the strategic foundation before touching legal structures.

02
โš–๏ธ
Entity Formation & Regulatory Navigation

Guidance across UK, US, EU, and offshore structures including GIFT City, Cayman, Delaware, and Luxembourg โ€” matched to your LP base and mandate.

03
๐Ÿ›๏ธ
Operational Architecture & Governance

Investment committees, GP/LP structures, policies, reporting frameworks, and compliance processes built to institutional standard from day one.

04
๐Ÿ’ฐ
Capital Formation Strategy

LP segmentation, narrative development, data room preparation, and LP outreach roadmap โ€” including anchor capital strategy for government LPs.

05
๐Ÿ“ˆ
Financial & Economic Modelling

Carry structure, fee models, fund economics, scenario modelling, and waterfall design. Make sure the numbers work before you go to market.

06
๐ŸŒฑ
ESG & Impact Integration

Align fund design to UNSDG frameworks, transition finance mandates, and regulatory expectations across all three jurisdictions.

Modernise Your Investment Operations

AI is reshaping how investment firms source deals, conduct diligence, manage risk, and communicate with LPs. We help funds adopt AI thoughtfully, safely, and strategically.

๐Ÿ”
Deal Sourcing & Intelligence Automation

Automated pipelines scanning research, patents, financials, and global ecosystems. AI agents classifying emerging opportunities across sectors and geographies.

๐Ÿง 
Due Diligence Enhancement

AI-assisted technical, competitive, and financial diligence. Risk scoring models, market mapping, and evidence-based analysis support.

๐Ÿ“Š
Portfolio Monitoring & Forecasting

Automated KPI tracking, performance dashboards, AI-driven scenario modelling, and commercial strategy insights for portfolio teams.

๐Ÿ“
LP Reporting Automation

AI-enabled report drafting, data summarisation, and quarterly update generation with governance frameworks ensuring accuracy and compliance.

Ready to Launch Your Fund?

Book a call to discuss your fund thesis, structure, and how we can help you build something institutional from day one.