Complimentary Fund Financial Budget Template

We often have conversations with investors that have recently founded or are considering founding their own investment fund. Successful fund managers are typically elite at sourcing and investing in great companies. In the background, they are also running a business, which has revenues, expenses, and legal obligations that can get complicated fast!

At Airstream Alpha, we’ve spent more than a decade working with funds as investors and CFOs. Based on that experience, we’ve developed our own Fund Financial Budget Template that we frequently share as a starting point for existing and prospective fund managers.