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Formation checklist for fund managers
Learn about the key steps involved in forming a fund vehicle
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Fund Entity Managment
Who should manage your fund entity?
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Fund Manager Quick-Start: Launch your first fund or SPV
The core steps to set up a fund or SPV on PaperOS
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Investment Fund Compliance
We can help simplify all your fund compliance needs.
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Investment Fund Documents
From start to finish, we've got your fund documents covered.
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Investment Fund Entities
Our platform provides end-to-end support for various fund types.
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Rolling Funds: How the Quarterly Subscription Model Works
What a rolling fund is and how it differs from a traditional fund.
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SPV vs Fund vs RUV: Choosing the right investment vehicle
How special purpose vehicles, traditional funds, and roll-up vehicles differ – and when to use each.
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Series LLCs
Learn about setting up a Master LLC for your Series.
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What is the difference between an SPV and a Master LLC?
Learn about how an SPV differs from your usual LLC and how it may be of benefit to you and your company.
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Capital Calls: How and When LP Capital is Drawn
How committed capital is called over a fund's life.
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How Carried Interest and Management Fees Work
An overview into the two ways fund managers are typically compensated.
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Understanding your Schedule K-1 as a Fund LP
What a K-1 is, when you'll receive it, and how to read the key boxes
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How SPVs are Created
Learn about how SPVs are formed and how PaperOS can assist you with formation.
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How to Maintain your SPV after Formation
Learn about maintaining your SPV and how PaperOS may assist.
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SPV Legal Overview
Learn about when you should start considering forming an SPV for investors and how PaperOS can assist you in SPV formation.
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SPV Operating Agreement
This article describes the SPV operating agreement template and how you can access it on PaperOS.
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SPV Subscription Agreement
This article describes the SPV subscription agreement template and how you can access it on PaperOS.