Build an Investment Company
From a few friends writing cheques to a proper vehicle
For people who want to turn individual investing into an angel syndicate, an investment company, a family office or a small fund. The program walks through choosing a structure, writing an investment policy, bringing in co-investors, governance and reporting, and when to involve legal and tax advisers. It is education, not legal advice.
- Format
- Workshop series · case studies
- Who it is for
- Active angels, family offices and professionals planning to launch an investment company
What you cover
- Syndicate, company or fund: choosing the structure
- Writing an investment thesis and policy
- Governance, reporting and co-investor relations
- Working with legal and tax advisers
- Conversations with fund managers in the network
Programs are open to members. Dates are shared with members first.
Come invest with us.
Tell us where you are on the way. We reply to every request ourselves.
Request membership