Bringing Fund Structuring into the 21st Century

A faster, more efficient and secure way to launch & manage your private market funds

Our Solution

A digital platform for the creation of state-of-the-art, Luxembourg regulated and unregulated funds for wealth investors to access private markets.

Key Features

Designed with years of experience working with private market GPs and wealth distributors & private banks.

Online Real Time Collaboration
Centralised Project Management
Regulatory Review Management
Automatic Document Creation and Management
Agent Selection & Operational Setup
Security & Version Control
Market Insights
Investor Outreach & Distributor / Investor Servicing
Tailored Online Support

Centralised Project Management

The platform intuitively guides you through extensive options, features and term choices for your fund, creating a product and strategy tailored exactly to your and your investors’ needs.

Regulatory Review Management

Entire regulatory submission & review is managed centrally through the platform. All parties’ revisions & comments are clearly tracked and version controlled.

Online Real Time Collaboration

Define tailored user profiles with role-based access control. Allow your distributors, agents, lawyers, tax advisors etc. access to specific parts of the platform to review / comment / amend.

Automatic Document Creation and Management

Full (editable) documents package generated based on choice of fund type, legal form, regulatory label, structure, agents and additional features.

Agent Selection & Operational Setup

The platform facilitates access to our extensive network of institutional-grade AIFMs, administrators, auditors, depositaries and other service providers.

Security & Version Control

All documents are securely created, reviewed, commented and edited on the platform. Know, at all times, who has access to what. No more documents sharing via email, no more loosing track of versions.

Market Insights

The platform provides explanations, references and information to what the market is doing. Know what regulators want to see in the review process.

Investor Outreach & Distributor / Investor Servicing

Formulate your fund’s target market and distribution matrix, supported by tailored local distribution guidance.

Service all distributors / investors centrally through the platform.

Tailored Online Support

Live chat with Project Heath structuring & technology support from within the platform.

Our Clients

We service the core B2B private markets / wealth distribution ecosystem.

Private Market GPs

Traditional Asset Managers

Private Banks

Wealth Distributors

Family & Private Offices

Contact Us

Want to reach out directly?

sales@projectheath.com
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