New Fund Client On-Boarding – Global Impact Capitalism

Client Name
Logo(s) Upload - Due 4/14
High resolution, please. If available, please upload horizontal, vertical, black and white, and color logos.
Summary Paragraph Upload - Due 4/14
75-100 words, third-person perspective
Executive Summary (One-Pager) - Due 4/15
Accepted file types: pdf.
PDF, please
Presentation (Using BPC template, with risk factors) - Due 4/16
Executed Contract - Due 4/17
PDF File please
Fund Formation Documents - Due 4/17
ZIP file, please
Two most recent financial statements (audited, if available) - Due 4/17
ZIP file, please
Current offering documents (PPM, etc.) - Due 4/17
ZIP file, please
Submission Packet - Due 4/17
ZIP file, please
Form D (if filed) - Due 4/17
ZIP File, please
Carve Out List - Due 4/20
ZIP File, please