The expectations we had when we began our H2 Fund were that it would be operational within six months. However, in actuality, it took the least of nine months. It took us 18 months to complete the process to get to the desired level of operation. We're still at 80%.
One of the main reasons we were so optimistic was this: We didn't know the number of steps were required to establish an investment fund when we started out. We now know, because it's been codified. There are at most 210 steps. While there are likely to be more actions to be added to the list we are pretty certain that it is close to the minimum.
Do you doubt the accuracy of the list? Take a look at our list. Even better, we took all of our knowledge and developed more code, and created an easier method of creating investment vehicles – with the help of First Degree Global Asset Management, MAS fund managers. Schedule a session with our team
With the help of our teams we've created a system to speed up the process needed to establish an investment vehicle, and ramp up operational support from months to days - or even hours. What is operational support? In simple terms, operational support refers to the ability to:
Create a website and an operating platform
There are many options available in the field of structuring a fund
Add an experienced and licensed manager of funds from outside
You can add a fund administrator to your portfolio, or choose one of the administrators.
Include your selection in an audit company
Designate directors, advisors and other officials.
tap into a global deal origination network
Automate a deal analysis process
Create an investment committee
Perform KYC and AML checks
Interact with users with multiple currencies and languages
AI is used for analysis and for basic DD
Access your portfolio to stakeholder
Automate fund accounting, report generation or other manual processes
Yes, that's what we are aware of. It's amazing that we can achieve this level of performance in just a few hours or days. The first step to automating a process systematically is to run it several times manually and then make notes.
We've completed that and those notes are no more notes - they now comprise the documents above our codified methods that allow for the rapid easy, automated development of investment vehicles as well as the commercialization of the Hatcher+Venture-As-As-A- ("VAAST") platform - a multi-award winning technology platform that allows for a whole year's duration to be compressed to a matter of days.
The platform was designed to facilitate serious scale. Since October 1st 2021 onwards, we will be expanding our network of pilot partners to include new clients. Let's chat if you are a multi-family bank, wealth manager or private bank advisor who is looking to set up private investment vehicles for your clients. It's a quick and effective process.