Commercial planning
Document the concept, intended investors, cost assumptions and operating model for review with the relevant specialists.
FUND ESTABLISHMENT & MANAGEMENT CONSULTING
A fund launch.
Every part considered.
A fund launch brings together legal, licensing, administration, investor systems and operations. We help coordinate the build.
Talk through your fundOur work covers commercial planning and operational setup, drawing on Aamir’s experience in retail fund establishment.
- Set the commercial planDefine the concept, intended investors, commercial model and launch requirements.
- Coordinate the buildCoordinate the responsible entity, legal advisers, administrator and other providers. Keep responsibilities and deadlines clear.
- Prepare to operateBuild the website, onboarding process, communications and operating procedures, with the required specialist reviews.
EXPERIENCE
MyInvestment Fund
Aamir worked end to end on establishing MyInvestment Fund and is a former director of MyInvestment Fund Pty Ltd. Its PDS dated 5 August 2024 names him as a director.
Prosperity St. provides establishment and operational consulting, not investment management or responsible entity services. Regulated advice and decisions remain with the appointed, authorised providers.
THE ESTABLISHMENT WORK
Keep the parts
working together.
Provider coordination
Coordinate responsibilities and information between the responsible entity, legal advisers, administrator and other appointed providers.
Investor systems
Plan the website, enquiry and onboarding process, communications and internal workflows. Build in the required reviews before launch.
BEFORE WE START
A few
questions.
Is this investment management?
This is fund establishment and management consulting focused on commercial and operational work. Prosperity St. is not offering an investment management or responsible entity appointment.
Can you coordinate the full establishment project?
That can be scoped. The engagement sets out what we coordinate and what each appointed provider delivers. Licensed decisions, approvals and advice remain with those providers.
LET’S TALK
What needs
doing?
Tell Aamir what you’re working on.
We’ll work out whether we can help.