Add-Ons + Upgrades*ONLY for First Year & Pro Members
4-Phase Incubator: The Fund Launch Formula
The cornerstone of the Black Card program, this structured and rigorous incubator process ensures your fund is set up for success at every stage. The journey is broken into four critical phases, each designed to build upon the last.
To progress, you must pass a phase assessment, which guarantees your work is thoroughly vetted before moving forward. This ensures, for example, that your fund thesis is rock-solid before you begin structuring your fund or raising capital.
Phase 1: Your Thesis
Craft and refine the foundational idea behind your fund—your unique perspective, strategy, and why it will win in the marketplace. Through coaching and community feedback, your thesis is vetted to ensure it’s strong and market-ready before moving to the next step.
Phase 2: Your Fund Structure
Develop a robust framework for your fund, including your fee structure, partnership dynamics, and operational strategies. This phase focuses on building a professional, scalable structure that aligns with your thesis and sets the stage for a successful launch.
Phase 3: Capital Raising
Learn proven strategies for attracting investors and raising capital effectively. This phase includes perfecting your pitch, cultivating relationships, and navigating a soft raise to gain commitments that will convert to hard commitments during your launch.
Phase 4: The Launch
Execute the final steps to bring your fund to life. From legal formation to finalizing subscription documents and locking in hard commits, this phase ensures you’re prepared to officially launch your fund with confidence.
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Get personalized guidance from a growing roster of 20+ expert coaches, each specializing in different areas of fund management and investment. We continually add to our coaching roster to ensure you have access to the best minds in the industry.
Our coaches bring expertise in a wide range of areas, including:
• Diverse Asset Classes: Whether you’re launching a real estate fund, private equity fund, hedge fund, or something entirely unique, you’ll get tailored advice.
• Specialized Skills: Gain insights on capital raising, fund operations, compliance, and more from professionals who have mastered their craft.
• Regional Expertise: Need guidance on launching a fund in Canada or navigating international markets? We’ve got coaches with the localized expertise you need.
Each 1-on-1 session is designed to address your specific challenges, help you overcome roadblocks, and accelerate your progress at every stage of your fund launch journey.
Stay on track with daily group coaching sessions, held 6 days a week and hosted by our coaches.
These sessions provide a collaborative environment where you can:
• Get Niche Questions Answered: Whether you’re stuck on structuring your fund, pitching to investors, or tackling compliance issues, our coaches are here to guide you. •
• Learn from Others’ Questions: Benefit from hearing real-world challenges and solutions shared by other fund managers during the group discussion.
• Receive Real-Time Support: Address roadblocks as they arise, ensuring consistent progress throughout your fund launch journey.
With multiple sessions hosted by coaches specializing in different areas, you’ll always find the the help you need to move forward with confidence.
Join an exclusive community of over 1,100 members who are all Black Card holders and committed to launching and scaling their funds. This lifetime-access network is your go-to resource for collaboration, learning, and shared success.
In the Slack workspace, you can:
• Connect with Like-Minded Fund Managers: Network with a diverse group of fund managers from around the world who have all invested in their success. •
• Collaborate and Share Insights: Exchange ideas, strategies, and solutions with peers who understand the unique challenges of fund management.
• Engage with Coaches and Fund Managers: Participate in discussions within dedicated channels to get guidance on niche topics and feedback on your progress. •
• Celebrate Wins Together: Share your milestones and gain encouragement from a community that’s rooting for your success.
This thriving community is an invaluable resource as you navigate the fund launch journey and beyond.
Your dedicated Accountability Coach is your main point of contact throughout your Black Card journey. Whether you need guidance, support, or help navigating the program, they’re here to ensure you stay on track and make the most of your membership.
With your Personal Account Manager, you’ll get:
• A Single Point of Contact: No need to wonder who to reach out to—your coach is always ready to assist.
• Accountability and Progress Tracking: Regular check-ins to keep you aligned with your goals and moving forward through the program.
• Customized Support: Assistance tailored to your specific needs, whether it’s navigating resources, preparing for phase assessments, or understanding program benefits.
• Quick Problem-Solving: From resolving challenges to connecting you with the right resources, your coach ensures you’re never stuck.
This personalized approach ensures you have the guidance and support you need to succeed at every stage of your fund launch journey.
Gain exclusive access to a vast array of trusted partners who provide essential services for running a fund—and enjoy discounted rates on all of them as a Black Card member.
Our partner network includes:
• Legal Services: Reduced rates for fund formation, compliance, and documentation.
• Fund Administration: Discounts on third-party administrators to streamline operations.
• Marketing Services: Preferred pricing on tools and agencies to help attract investors.
• Compliance Tools: Affordable access to the resources you need to stay aligned with regulations.
• Financial and Tax Services: Lower costs on accounting, reporting, and tax preparation.
• And more, being added constantly
These partnerships are carefully curated to provide you with high-quality services at a fraction of the cost, ensuring your fund operates smoothly and efficiently from day one.
For funds that qualify and successfully complete the 4-Phase Incubator, you’ll have the unique opportunity to pitch directly to a curated group of Limited Partners (LPs), family offices, and other investors during our exclusive Capital Committee calls.
What you can expect:
• Direct Access to Investors: Present your fund to a targeted audience actively looking for investment opportunities.
• Constructive Feedback: Gain insights from experienced investors to refine your pitch and approach.
• No Guaranteed Results: While this opportunity opens doors, outcomes depend on your preparation, fund structure, and market fit.
The Capital Committee is designed to help you connect with potential investors and take your fund to the next level, giving you exposure you wouldn’t get elsewhere.
Introducing a new level of specialization for Black Card members: Asset Class Tracks. While the program was previously tailored to fit any fund type, these new tracks are specialized incubator portals that align the 4-Phase Fund Launch Formula directly with your asset class.
Currently available tracks include:
• Real Estate (RE): Tailored for those launching funds focused on real estate investment opportunities.
• Private Equity (PE): Designed for funds targeting buyouts, growth equity, or other private equity strategies.
• Venture Capital (VC): Aimed at emerging venture funds investing in startups and innovative companies.
• Hedge/Crypto Funds: Structured for fund managers entering the world of trading strategies, market-neutral funds, and more.
• Debt Funds: Perfect for those raising capital to invest in structured debt opportunities.
These tracks ensure that every phase—thesis, structure, capital raising, and launch—is optimized for the unique challenges and opportunities of your specific asset class, making the process even more focused and effective.
As a Black Card member, you receive complimentary access to FundLaunch360 (FL 360) for just $1/mo, our all-in-one fund management platform designed to streamline your operations.
Included:
Fund Marketing
• Full CRM: Manage investor relationships with a comprehensive customer relationship management system.
• Unlimited Communications: Send unlimited emails and SMS messages to your contacts.
• Automated Sequences: Create and manage automated communication workflows.
• Unlimited Websites, Funnels, and Blogs: Build and host as many marketing sites and content platforms as needed.
• Integrated Calendar Bookings: Schedule meetings seamlessly with integrated calendar functionality.
• LP Investor Pipelines: Track and manage potential limited partners through customized pipelines.
Fund Management
• Deal Portals & Pitch Data Room: Organize and share deal information securely with potential investors.
• Entity Setup: Facilitate the creation of fund entities, including LPs, LLCs, and syndicates.
• Formation Workflows: Streamline state filings, EIN applications, operating agreements, and more.
• Banking Setup via Mercury Integration: Simplify banking arrangements through our partnership with Mercury.
• Team Onboarding: Efficiently onboard general partners, managers, employees, and advisors.
These tools are designed to enhance your fund’s marketing and management capabilities, providing a solid foundation for your operations.
For full details: https://www.fundlaunch.com/fund-academy
As a Black Card member, you gain exclusive access to the Fund Academy, a comprehensive educational program designed to equip you with the tools, strategies, and resources necessary to launch and manage successful investment funds. The academy is currently closed to the public, making this a unique benefit available only to Black Card members.
What’s Included:
1. Extensive Training Modules
• Over 200 videos and 100 hours of content organized into four key modules:
• Find the Deal: Learn strategies for sourcing and identifying lucrative investment opportunities.
• Frame the Deal: Master the art of structuring deals with strong legal and financial frameworks.
• Raising Capital: Develop proven techniques for pitching to investors and securing funding.
• Compliance & Regulations: Navigate the complex landscape of legal and regulatory requirements.
2. Supporting Mini-Courses
• Includes 12 additional modules diving deeper into niche topics, providing a well-rounded education in fund management.
3. Resource Vaults
• Excel Vault: Access premium financial models and templates valued at $10,000 to streamline your operations.
• Pitch Deck Vault: Utilize professionally designed pitch decks, categorized by asset class, to guide your investor presentations.
4. Legal Document Templates
• Download templates for critical legal documents, including Limited Partnership Agreements (LPA) and Private Placement Memorandums (PPM), valued at $5,987.
5. Additional Courses
• Doing Your First Deal Course: A step-by-step guide to executing your first investment deal, valued at $197.
• Live Flip Course Access: Comprehensive training on real estate flipping, valued at $1,997.
The Fund Academy is trusted by over 4,500 members. While the academy is currently closed to the public, as a Black Card member, you have exclusive access to this invaluable resource, providing you with a solid foundation to launch and scale your investment fund successfully.
Please note that while the Fund Academy provides comprehensive educational resources, individual success depends on various factors, including personal effort, market conditions, and adherence to legal and regulatory requirements.
*Workshops & Summits are available A-La-Carte as well. Up-To-Date events can be found at the bottom of this page.
Your Events Pass grants you access to all events hosted by Fund Launch this year. Whether you’re seeking hands-on learning or opportunities to connect with like-minded fund managers, these events are designed to meet your needs.
Types of Events:
• Workshops:These 1-day events are highly focused on productivity and progress. Dive deep into your fund strategy and build key elements with hands-on guidance from our team. Perfect for those looking to make real headway on specific goals.
• Summits: Hosted in exotic locations, summits combine sessions on fund management with fun excursions and opportunities to connect with other members in a more relaxed setting. Learn, network, and have a great time all in one event.
• Pop-Up Events:These evening meetups are held in cities across the USA, offering casual opportunities to network, share ideas, and collaborate with other members in the Black Card community.
The full and updated list of events can be found at the bottom of this page. Your Events Pass covers access to all events, ensuring you never miss an opportunity to learn, connect, and grow.
*Pro members get better rates for hard-cost services like legal
As a Black Card member, you gain access to industry-leading rates for the complete legal formation of your fund through our carefully selected partners. These trusted providers ensure every document is professionally prepared and compliant, so you can launch with confidence.
What’s Included:
• Limited Partnership Agreement (LPA): Customizable agreements tailored to your fund’s unique structure and needs.
• Private Placement Memorandum (PPM): Clear and compliant disclosure documents to provide to your investors.
• Subscription Documents: Detailed templates and support to formalize investor commitments.
Premium Options for Complex Funds:
For members launching more complex funds, we offer exclusive rates for advanced legal structures, including:
• Offshore Funds: Formation in jurisdictions like the Cayman Islands, optimized for international investors.
• Feeder Funds: Specialized vehicles designed to channel investments into master funds for global scalability.
• Specialized Vehicles: Tailored legal solutions for unique fund strategies or structures.
With our network of trusted legal providers, you’ll save time and money while ensuring your fund meets all regulatory requirements. Whether you’re launching a simple fund or a complex offshore vehicle, this service simplifies the legal process so you can focus on building your fund.
*If you're a pro member who has yet to make their first deck, it is free. If you want to create additional decks, it is discounted to $650/deck.
As a Black Card member, you gain access to our in-house pitch deck design service, a highly praised offering that delivers custom-made decks tailored to your fund’s unique vision and goals.
What’s Included:
• Fully Custom Design: Each deck is built from the ground up to reflect your fund’s strategy, brand, and story—no templates, just bespoke design.
• Collaborative Process: Work hand-in-hand with our design team to ensure every slide aligns with your vision and communicates your message effectively.
• Unlimited Revisions: We refine your deck until it’s perfect, ensuring it meets your exact expectations and is ready to impress investors.
Clients love this service for its ability to create standout decks that resonate with investors and make an impact during pitches. With our custom design approach, your pitch will be as unique as your fund.
The Self-Fund Admin feature in Fund Launch 360 is a comprehensive, self-serve platform designed to make fund administration easier and more accessible. It’s perfect for fund managers in the early phases of their fund who want to maintain control while streamlining operations.
What’s Included:
• Advanced LPA & PPM Automation: Simplify the creation of critical legal documents for your fund.
• LP Onboarding Portals: Seamlessly onboard your Limited Partners with an intuitive and secure portal.
• Closing Data Rooms: Securely share and manage sensitive information with investors during closing.
• LP Reporting Portals & Fund Ledger Reports: Easily generate and distribute investor updates and financial reports.
• Subscription Automation & Blue Sky Filings: Automate subscription processes and ensure compliance with Blue Sky laws.
• Diligence Portals & Checklists: Streamline due diligence with organized tools for both you and your investors.
• Portfolio Reporting Portals: Provide investors with transparent and professional reporting on fund performance.
Who Is This For?
This platform is designed for fund managers who want to take control of their fund administration in the early stages. While the Self-Fund Admin feature simplifies reporting and management, we recommend transitioning to a full-service fund administrator as your fund grows and begins actively deploying capital.
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Designed specifically for syndicators, our Syndication Package provides all the tools you need to streamline the setup and management of your SPVs. This platform empowers you to efficiently handle fundraising, investor relations, and entity management—all while maintaining full control.
What’s Included:
• Includes up to 4 SPVs, with the option to add more (up to 12 SPVs in Y1 for $500 per additional entity).
• Fundraising toolkit with powerful tools like intake forms, data rooms, and deal management to simplify capital raising.
• Self-serve SPV formation for quick and easy setup of syndication structures.
• Self-administration workflows to keep your syndication process organized and efficient.
• Entity management tools to oversee and maintain your SPVs.
• LP portals for seamless investor interactions, featuring subscription automation, 506(b) self-certifications, and reporting tools.
• Fund workflow library offering resources and templates tailored to syndicators.
• General platform support to ensure you have assistance when you need it.
This plan is perfect for syndicators in the early stages or managing smaller operations. It offers professional-grade tools to simplify workflows while keeping full control of your syndications.
*inludes everything on the syndication package above, plus:
The Full-Service Package is a comprehensive, self-serve solution for managing SPVs and syndications. This package provides all the tools needed to streamline setup and administration, ensuring control and efficiency at every step.
What’s Included:
• Syndicate Formation Admin: Simplifies the setup of your SPV or syndication.
• Year-1 Master LLC Filings: Includes state filing agent services, registered agent, and state registration fees.
• Closing Services: Manage deal closings seamlessly with integrated tools.
• Capital Calls: Tools to efficiently collect capital from investors.
• Distributions: Track and manage investor distributions.
• Investor Reporting: Keep LPs informed with professional and customizable reporting.
• Basic Compliance Tools: Includes Form D/Blue Sky filing services, KYC/AML verification, and accredited investor self-certification.
• Tax Coordination: Covers Form 1065 tax filing and K1 preparation for the initial year and subsequent distribution years.
Additional Details:
• Supports up to 25 LPs (additional LPs available for $100/LP).
• Distribution management for $1,500 per distribution.
• Includes a $1,000 filing fee/add-on credit for additional support.
• Access to counsel and drafting services.
• Optional compliance add-ons and additional filing services available.
This package is perfect for fund managers handling SPVs or syndications, offering all the essential tools to stay organized and compliant while maintaining full control over operations.
Kick off 2025 strong with our 1-day intensive in Las Vegas! We'll be at the Horseshoe Las Vegas, which is right on the strip. Join us for a full day of working on your thesis, fund structure, and capital raising strategy in the 2025 climate.
On the day after, fellow Black Card member Jordan Hutchinson is hosting a capital raising event called Jets & Capital. This is free to attend if you are an accredited investor or are deploying capital -- $2k if you are not an accredited investor and are trying to raise capital.
Additionally, we are organizing several activities that members are welcome to participate in on the second day.
On April 28th, we will be gathering again in Dallas! While we will cover many faucets of your fund, the core focus of this event will be capital raising. Featuring fellow members & coaches who have done this process well. Our goal is to prepare you well for the game of capital raising.
On April 29-30, McGuire Woods is hosting their annual capital raising event for emerging managers. Lincoln attended this event last year and remarked at how it was the best event he attended all year.
This is an application-only event, and our goal is to help you become qualified before then through the Black Card process.
Exact venue TBD.
For these 2 workshops, we will be gathering at Fund Launch HQ outside of Salt Lake City, UT. We will be diving deep into the weeds on your fund with the goal of getting you unstuck.
Before or after the event, you can explore Utah - the top ranked outdoors states in the entire USA.
For these 2 workshops, we will be gathering at Fund Launch HQ outside of Salt Lake City, UT. We will be diving deep into the weeds on your fund with the goal of getting you unstuck.
Before or after the event, you can explore Utah - the top ranked outdoors states in the entire USA.
Join us for the first Black Card Event in Europe, where we will be going on a 7-night cruise to these amazing destinations in the Mediterranean:
Barcelona, Spain
Palma De Mallorca, Spain
Provence (Marseille), France
Florence / Pisa (La Spezia), Italy
Rome (Civitavecchia), Italy
Naples / Capri, Italy