Launch Your Fund
with Confidence

Fund formation has hundreds of moving parts. God forbid you take someone's money and miss a step. We take out the friction so you can launch quickly, efficiently, and confidently.

Book a Strategy SessionSee How It Works ↓

The Problem

You don't know what you don't know. Launching a fund has hundreds of moving parts — miss one regulatory step and you're exposed. The complexity isn't the cost of lawyers. It's the cost of getting it wrong.

Hundreds of moving parts

Fund formation involves legal structuring, regulatory filings, service provider selection, compliance frameworks, and operational setup. Miss one step and you're exposed.

You don't know what you don't know

First-time managers don't have a roadmap. The regulatory requirements alone span SEC, state, and FINRA obligations — and the consequences of getting it wrong are severe.

No clear path forward

Every lawyer, platform, and consultant gives you a different answer. Without someone who's actually launched funds, you're navigating blind.

Our Solution

We make it easy. Our structure and strategy expertise, vendor connections, and budget planning get you from concept to launch-ready — without the guesswork, without the missteps.

01

Structure & Strategy

506(b) vs 506(c), LP/GP formation, international vs domestic, tax-efficient placements — we'll work through every structural decision together.

02

Vendor Connections

Fund admin, legal counsel, auditors, prime brokers. I've vetted them all. I'll connect you with the right people so you skip the time-wasters.

03

Budgeting & Planning

Realistic cost projections, timeline management, legal considerations by locale — everything you need to plan properly before you spend.

04

Ready to Launch

Trading considerations, asset selection, compliance setup, LP pitch materials. Full handholding from idea to first capital.

Three ways to work together.

Start Here

Strategy Session

1 hour

A focused deep dive on your fund concept. You'll leave with a structure recommendation, vendor shortlist, timeline, and clear next steps.

  • Fund structure recommendation
  • 506(b) vs 506(c) decision
  • Vendor selection guidance
  • Budget & timeline estimation
  • Immediate action items
Book on Calendly
Full Engagement

Go-to-Market Package

4 weeks

From zero to launch-ready. I'll guide you through every decision, introduce you to vetted service providers, and project-manage your entire fund formation.

  • Everything in Strategy Session
  • Vendor introductions & negotiation
  • Offering document guidance
  • Operational setup & compliance
  • Fund economics modeling
  • LP pitch prep & fundraising strategy
  • Ongoing support throughout launch
Get Started
Ongoing Support

Strategic Partner

Hourly

For managers who need continued guidance post-launch or ad hoc support. Flexible, on-demand advisory as you scale and evolve your fund.

  • On-demand advisory calls
  • Operational troubleshooting
  • Vendor relationship support
  • Strategic planning sessions
  • Investor relations guidance
Inquire

You know how to invest.

Now learn how to launch.

Crypto Traders Going OPM

Most Common

You've been profitable. Friends are asking you to manage their money. You need to know how to do this legally.

Former Institutional PMs

High Fit

You left the fund. You know the investing — now you need to know the operations of running your own shop.

Real Estate Syndicators

Growing

You understand syndication. You need to understand 506(b) vs 506(c), accreditation verification, and fund structures.

Crypto Teams Seeking LPs

Emerging

VCs won't talk to you without a real fund structure. We'll get you institutional-ready.

A Practitioner, Not a Theorist.

Matthew Snider
Warren Buffett in a Web3 World
Experience & Achievements
  • President & Co-Founder, Block 3 Strategy Group
  • Former Chief Investment Officer at SEC-registered RIA with $650M+ in digital AUM
  • Launched four hedge funds raising $300M; generated $5M+ in total annual revenue
  • Managed $65M book of business generating $1M+ annual fees
  • Originated $30M+ in crypto-backed loans; scaled onboarding for 1,100+ HNW clients
  • 10+ years in fintech and crypto; former Big 4 (KPMG) in treasury integrations
  • Strategic consulting clients: Nike, PayPal, HSBC, MUFG
Education & Credentials
  • Loyola Marymount University (MBA; Finance)
  • Boston University (BA; Economics)
  • FINRA Series 65 (Investment Advisor Representative)
Publications

Ready to launch?

Book a strategy session and leave with a clear structure, vendor shortlist, and action plan. No fluff, no upsell — just answers.

Book Your Strategy Session