Guides and Articles
A 506(c) fund is a private investment vehicle that can legally advertise its offering and publicly solicit capital—provided all investors are verified as accredited. This exemption under Regulation D allows for broader marketing, but requires strict documentation and investor verification protocols. FundOps Partners helps sponsors structure, launch, and operate 506(c) funds compliantly with full operational support.
Launching a fund requires planning, compliance, and execution. Our Fund Launch Checklist includes every major step, from entity formation and partnership agreements, to SEC filings, PPM drafting, investor funnel setup, KYC/AML onboarding, and distribution systems. Whether you're structuring a single-asset deal or a multi-asset fund, this checklist ensures nothing gets missed. [Download the Checklist or Contact Us to Review Together.]
Your investor experience matters. From first touch to funding, LP onboarding should be clear, secure, and professional. We help implement best practices including investor accreditation flows, DocuSign-ready subscription documents, secure banking and compliance integration (KYC, AML), welcome emails, and quarterly update schedules to foster long-term trust and retention.
Explore how FundOps Partners has helped diverse sponsors—from first-time fund managers to experienced institutional GPs—successfully launch, scale, and streamline their funds. Each case study illustrates the fund’s challenge, our approach, and the results: whether it's raising $10M+ in LP commitments, stabilizing operations, or upgrading compliance processes.