Assist with the formation and qualification of partnership and limited liability company-structured funds, general partners, management companies, special purpose vehicles, parallel funds, etc., including coordination with service providers and registered agents.
Prepare, review, and track key organizational documents such as operating agreements, employer identification number documents, subscription agreements, side letters, and ancillary agreements, including interface with attorneys, clients, investors, fund administrators, and other third parties, as needed.
Prepare and file securities filings, as required, including Form D and blue-sky filings.
Coordinate fund closings, including tracking open items and updates in investor document, obtaining accurate tax documents, OFAC research, and updating and delivering closing emails and document links from virtual data room.
Support ongoing fund operations, including amendments, name changes, restructuring, 83(b) filings, commitment changes, transfers, dissolutions, etc.
Consistently maintain document management systems with drafts and final documents in data rooms.
Some legal and factual research related to fund structures and regulatory requirements and provide other general paralegal support to attorneys across the Corporate Funds practice.
Requirements
Bachelor’s degree or paralegal certificate from ABA-approved school required
Minimum of 3–5 years of experience in venture and/or private equity funds as a paralegal in a Big Law or comparable law firm environment
Professional demeanor
Excellent organizational skills
Ability to manage multiple matters simultaneously under tight deadlines or quick turnaround times
High level of attention to detail and accuracy
Strong written and verbal communication skills
Advanced with Microsoft Office Suite and DocuSign (including templates and powerforms)
Some experience with document management systems and virtual datarooms, a plus