For consulting clients, XA Investments can conduct a feasibility study to assess launching a new interval or tender offer fund. Through the process, clients gain a better understanding of the opportunities and challenges of launching a new fund.
“The decision to enter the interval fund marketplace with the launch of a new registered fund can be daunting. XA Investments makes the decision-making process easier for our consulting clients through our feasibility study and marketing assessment for interval and tender offer funds. We understand that it is important for our clients to have a wholistic understanding of the economics, competitive dynamics, and fund elements that it takes to be successful.”
- Kimberly Flynn, Managing Director, Alternative Investments
XA Investments typically spends 30-60 days working closely with its clients to help them make an educated decision on a new product launch.
Yes. XA Investments will spend valuable resources and time to make sure the client firm is equipped to make the best decision on moving forward with a fund launch. Fees incurred for a feasibility study will be waived if XA Investments is engaged for a full-service consulting engagement.
No. XA Investments will use each feasibility study to guide clients through the information needed to decide if engaging XA Investments to launch a fund makes sense for their firm now or in the future. If a feasibility study leads a client to launch a fund within 18 months of completion of the study, the client would be obligated to engage XA Investments.
To get started, it is helpful for XA Investments to understand the proposed investment strategy and the client’s anticipated timetable for product launch. To gather necessary information, we start every feasibility study with a written client questionnaire. The rest of the input needed will be collected from weekly group meetings.
If you would like to learn more, please contact us by filling out the request form below.
You may also access our whitepaper “Launching an Interval Fund: Clear-eyed approach critical to a successful launch” here.
The information contained herein is of a general nature and is not intended to address the circumstances of any particular entity. XA Investments LLC does not provide legal advice.