Fund Formation

Our market-leading funds lawyers are behind successful capital raisings for funds management clients, providing expertise and trusted advice across the entire investment life cycle.

How we can help

Our Fund Formation team helps our clients lead the way. We advise on infrastructure, property, private debt, private equity and venture capital funds for many of the world’s most successful funds managers - including Barrenjoey, Ord Minnett, QIC, Telstra Ventures, Pemba, BlackRock, Qualitas, 5V Capital and Blackbird Ventures.

We don't just kickstart fund formation, we offer unwavering guidance throughout the journey, spanning tax and structuring, establishment and capital raising, operational compliance, portfolio construction, realisation and winding-up procedures. As a trusted partner from inception to closure, we consider investor needs now and in the future. That’s how we've played a pivotal role in establishing some of the most influential funds in the market, including wholesale and retail funds across the listed and unlisted markets.

We specialise in fund structures for both domestic and offshore managers and investors, providing expertise in document development, regulatory issues, and licensing requirements. Our balanced practice caters to the needs of sponsors and investors, with a deep understanding of current market terms and structures.

We partner with you to achieve the right balance on fund establishment, compliance, and solutions, maximising returns, and minimising delays along the way.

Fund Formation experience

Blackbird Ventures

On the establishment of Australia’s largest fund to date ($1 billion) consisting of three separate vehicles; Blackbird 2022 Core Fund, Follow-On Fund and NZ Fund.

Five V Capital

On the establishment of Fund IV, III, II, ESVCLP Fund I, ESVCLP Fund II, Five V Capital Horizons Fund and several separate account mandates with regulated superannuation funds.

Pemba Capital Partners

On the establishment of its VCLP Fund 1, VCLP Fund 2, Pemba Fund III and the establishment of its second mid-cap private equity fund – among many others.

Air Tree Ventures

On the establishment of the biggest venture capital fund in Australia to date comprising $700 million in capital commitments across early stage, follow-on and digital asset strategies.

Investible

On the establishment of its Climate Tech fund, an early-stage climate-focussed technology fund, targeting companies that assist in reducing emissions across the six sectors identified by the United Nations Environment Programme.

Verious private equity funds

Including Quadrant, Next Capital, IFM, Roc Capital, CHAMP, Odyssey, Advent, Anchorage, Allegro, Mercury, MLC and Quintet on the establishment of funds.