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 (see link below).
We’re also working with our friends at Oper8r on a more detailed article regarding Fund Financial Modeling, with a specific focus on venture capital (this budget can also be applied to other fund structures, such as private equity and hedge funds, with a few adjustments).
Click here to access our Fund Financial Budget Template.
If you know someone in your network that has recently founded or is considering founding their own fund, feel free to send them this blog post as well!
