Emerging Manager Fund Contact List

Your extended contact list can be a spreadsheet or a page in your pitch deck. It may include contacts for both the partnership (all GPs and any key team members) and the back-office support team, including your lawyer, banker, accountant, tax professional and fund administrator.

What matters most to LPs?

Strength of counsel.
The importance of specialized legal and financial experts cannot be understated. SVB’s Efrat Turgeman suggests emerging managers think of their lawyers and bankers like key partners for the tenure of their firm. “They set you up for institutional readiness on day one, ensure that you have market-standard terms and help navigate negotiation with institutional LPs alongside you. Strong counsel may save you from very expensive mistakes in the beginning and can become a compounding advantage as your firm grows more complex,” she says.

Ease of use.
This document doesn’t need to be complicated. A simple Excel spreadsheet with names, numbers and the nature of your relationship may be sufficient.