Fund structuring - Overlord expertise
Overlord supports you from start to finish: strategic framework, selection of the right vehicle, drafting of regulatory documents, operational implementation and post-launch follow-up. A tailor-made approach, at the crossroads of legal advice, technology and wealth management. Our hybrid solution — human and digital — is designed for investment professionals who want to go fast, well, and safely.
Why structure an investment fund?
Creating an investment fund means moving from a logic of opportunity to an institutional approach. It means professionalizing its structure in order to be able to receive third-party capital, manage assets rigorously, pool risks and establish governance adapted to the expectations of investors.
A well-structured fund also makes it possible to gain credibility, especially with banking partners, wealth management consultants and family offices. It becomes a stable and readable platform, capable of growing over time. Structuring makes it possible to meet regulatory, fiscal and operational requirements, while ensuring greater transparency and management efficiency essential to performance.
An investment fund can take different types:
- Professional Private Equity Fund (FPCI):
private equity investment - Reserved Alternative Investment Fund (RAIF):
Luxembourg private equity vehicle - Real Estate Investment Company (SCPI):
investment dedicated to real estate
An investment fund can take different types:
- To raise capital from qualified investors
- To centralize decisions and pool investments
- To meet specific fiscal or regulatory objectives
Did you know that?
According to EY, in the first quarter of 2025, private equity transaction activity increased by 45% compared to the same period of the previous year, testifying to a very clear recovery in the European market. Also according to Moonfare (Invest Europe data), private equity funds in Europe raised 117.8 billion euros in 2023, an increase of 45% compared to 2022, almost returning to the record level of 2021.
Who is our fund structuring service for?
Whether you are an institutional structure or an independent professional, Overlord adapts to your profile to structure a tailor-made fund that is simple to manage and perfectly compliant.
Family offices
Do you want to structure your private benefit, manage family participations or transfer your assets? Overlord helps you create closed, flexible and sustainable funds.
Management companies
Increase responsiveness with a partner who takes care of the legal, administrative and digital back office. We structure your new vehicles while you stay focused on
the investment.
Investment banks and CGP
Offer your customers a premium solution to structure their investment projects. Overlord offers you a white label service, from engineering to reporting.
Entrepreneurs and private investors
Are you setting up a club deal? Do you invest in unlisted assets? We support you step by step with clear assembly, turnkey documents and digitized follow-up.
structuring tailor-made SPVs
Key steps for structuring a fund with Overlord
Overlord offers a smooth process, from the first idea to post-launch follow-up. We combine human advice and digital efficiency to accelerate your project.
1. Strategic framework and vehicle choice
We analyze your goals to identify the best legal structure. This choice is essential to optimize your taxation and attract your investors.
2. Legal and administrative support
Our lawyers draft your statutes, regulations and regulatory documents. We manage the approval or registration procedures with the AMF or the CSSF.
3. Operational creation
We set up your structure: KYC, custodian bank, valuation, service providers. All the elements are assembled so that your fund is operational as soon as possible.
4. Post-launch follow-up
Investor reporting, calls for funds, compliance with covenants... our platform allows you to manage your fund on a daily basis, in complete security.
Our strengths: structuring and turnkey platform
Overlord combines human support and proprietary technology. We are neither an impersonal Legal Tech, nor a fixed niche firm.
Digital control
Online subscription management, fund call management, fundraising, reporting
Double accompaniment
For professionals wishing to offer the offer to their customers
White label available
For professionals who want to offer their own offer
They make us
trust
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Campus Fund
Lancez votre fonds avec Overlord
Ready to discover how our platform can transform your investment business? Contact us today to schedule a demo or take advantage of a trial period. Explore the full potential of Overlord for yourself.
FAQ
From one week to 8 weeks, depending on the complexity of the assembly and the jurisdiction chosen.
It depends on your objective (capital investment, real estate, debt) and your investor profile (private, institutional...).
No Some vehicles may be registered or structured without prior approval.
Yes, Overlord also supports Luxembourg (RAIF, SCsp) and Anglo-Saxon (LLC) installations.
The price varies according to the nature of the fund, the jurisdiction, the providers and the management options chosen. From €5,000 excluding VAT for a simple vehicle, up to several tens of thousands of euros for a complex investment fund.