Experience  /  Fund Formation & Compliance

Representative Transactions

Represented Uncommon Denominator GP, LLC, in connection with the formation of Uncommon Denominator, L.P., a NYC based early stage venture capital fund formed for the purpose of investing in consumer brands, e-commerce, SaaS and frontier technologies.

Represented Zeno Ventures, Ltd. in the formation of Zeno Ventures Master Fund, L.P., Zeno Ventures Offshore, L.P. and Zeno Ventures Fund, L.P., which invest primarily in seed and early-stage Silicon Valley-based, scalable internet and software-enabled businesses across various sectors and industries. 

Represented LOVC Management, LLC in the formation of Las Olas VC I L.P., a seed and early-stage venture capital fund focused on technology and technology-enabled companies located in non-obvious geographies.

Represented Blue Cloud Management, LLC in the formation of Blue Cloud Ventures III LP and BCV III Feeder Vehicle (BVI) L.P., which provide flexible growth equity financing for late stage cloud-based enterprise software and software-as-a-service (SaaS) companies.

Represented IA Capital Group, Inc. in connection with the formation of Inter-Atlantic G Fund, L.P., a private investment fund that provides venture and growth equity capital for financial services and financial technology companies.

Represented the managers in the formation and funding of Lattice Ventures, LLC, a seed fund investing in the securities of early stage companies.

Represented fund principals in the formation and funding of Milestone Venture Partners V Digital Health LP, a venture capital fund investing in early stage digital health companies that increase efficiencies in the healthcare industry.

Represented yet2Ventures Fund III GP, LLC as the General Partner in connection with the formation of yet2Ventures Fund III, L.P., a venture capital fund formed for the purpose of making secondary investments in privately held companies.

Represented fund principals in the formation and funding of Armory Square Ventures, an early stage venture fund focused on software, mobile and tech-enabled services companies across New York State.

Represented fund principals in the formation and funding of Krillion Ventures, a seed stage investment vehicle focused on investing in emerging technology companies in Miami and New York City.

Represented fund principals in the formation and funding of Softbank Capital Technology New York Fund II, a fund focused on investments in emerging companies in New York State.

Represented fund principals in formation and funding of Milestone Venture Partners IV L.P., a venture capital fund focused on technology-enhanced service businesses on the East Coast.

Represented Fairbridge Secondary Venture Partners, in connection with the formation of a secondary venture capital fund.
Represented SJF Ventures in connection with a $3,000,000 Loan and Security Agreement with Square 1 Bank and a related Collateral Assignment of Capital Call Rights.
Represented fund principals in formation and funding of Glenavy Arbitration Investment Fund LP, a private investment fund focused on financing the cost of international arbitrations in exchange for participation in any recovery.

Represented fund principals in formation and funding of Milestone Venture Partners III L.P., a venture capital fund focused on technology-enhanced service businesses on the East Coast.

Represented the fund principals in the formation of several Mauritius-based investment funds, collectively known as the Avatar India Funds, formed primarily to invest in companies located in India and related securities. The funds include a hedge fund, a venture capital fund and a mutual fund.

Represented Pi Capital Inc., an investment manager, in connection with the formation of Pi Cap U.S. Equity Long/Short Growth Fund, Ltd., an exempted company incorporated in the Cayman Islands, investing primarily in the United States of America in a diversified portfolio of equity securities of well-established, medium to large companies, as well as in equity securities of relatively small new companies believed to have above-average market appreciation potential.
Represented New York Life Insurance Company in a $60 million investment in Golden Gate Capital Investment Fund II, L.P.
Represented Commerce Health Ventures, L.P., a $85 million bio-health venture fund in its fund formation. Its primary limited partners are Barr Laboratories and Commerce Bank.
Represented New York Life Capital in a $40 million investment in Odyssey Investment Partners Fund III, LP.
Represented New York Life Capital in a $15 million investment in LLR Equity Partners, II, a $300 million buy out fund.
Represented Silicon Alley Seed Investors, L..P., a $30 million venture fund, focusing on seed investments in hard technology companies located in the northeastern corridor. The limited partners of SAS are Rho, Seven Rosen and Canaan.
Represented Silicon Alley Seed Investors, L.P. in an additional $10 million investment by two of its limited partners, Rho and Seven Rosen.
Represented RL Capital Management, LLC in connection with the formation of Rittenhouse Ventures II, L.P., a fund that pursues investments in early-stage technology companies located primarily in Pennsylvania and the Mid-Atlantic region, with a particular sector emphasis on healthcare and pharmaceutical technology companies.
Represented BTA Investment Advisors, LLC in connection with the formation of two master-feeder hedge fund structures designed to give U.S. investors an opportunity to participate in sub-advised European investment strategies.

Represented Blue Cloud Management, LLC in connection with the formation of Blue Cloud Ventures II LP, a growth and late stage fund focused on co-investing alongside leading venture and private equity firms in cloud-based enterprise software and enterprise mobile application companies.

Represented fund principals in formation and funding of Angel Round Capital Fund, a member-led investment fund focused on investing in early stage companies with growth potential in the North East and Mid-Atlantic corridor.
Represented fund principals in formation and funding of Angel Round Capital Fund II, a member-led investment fund focused on investing in early stage companies with growth potential in the North East and Mid-Atlantic corridor.