Using Your Own Lawyer to Launch Your Fund

At Avestor, we work with a network of experienced fund attorneys who are deeply familiar with our customizable multi-asset fund structure. For many fund managers, this is the simplest and fastest route to getting their fund launched.

However, we understand that some managers already have a trusted attorney they’d like to use. That’s perfectly okay — we support fund managers working with counsel they know and trust.

Here’s how the process looks if you want to use your own attorney:

1. Complete the legal questionnaire.
   This is always the first step. It ensures we have the details needed to properly structure your fund on the Avestor platform.

2. Book your onboarding call.
   During this session, we’ll walk through the details of your fund structure, timelines, and next steps.

3. Schedule a meet-and-greet with our CEO and your attorney.
   Before we share our legal templates (including our PPM), our CEO meets with your attorney. This gives them a full download on our structure and platform requirements, so they can draft your documents accurately the first time. It’s a step that saves significant time and cost down the road.

Why we require this process:

• To ensure your documents are fully aligned with how Avestor’s platform works.
• To minimize back-and-forth, costly rewrites, or compliance headaches.
• To give your attorney all the information they need to advise you confidently.

If you’re considering using your own attorney, just let your Avestor onboarding team know.