Define

Download a PDF of the

Formation Questionnaire.

*PDF is password protected. Please contact us for password.

Client guide to the hedge fund formation process.

In the definition phase, we listen to you; This means we primarily collect information and ask a lot of questions to ensure we understand your broader business objectives and budget, so that we can tailor a solution around your unique requirements. The output of this phase is an engagement agreement that clearly prescribes the services we will provide and how we will handle deviations from the prescribed scope if the need arises.

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