Hi everyone,
We have a few updates and reminders for our Finally community this month — including an upcoming client-only event, helpful resources for fund managers, and a quick reminder that we’re well into tax season.
🧾 Tax Season Reminder
We’re well into tax season, and we know this can be a busy time for fund managers and investors.
If you have questions related to your fund, K-1s, or tax documents, don’t hesitate to reach out to the Finally team.
For personal and business tax filings, you can also contact our partners at Clearly for assistance.
🌟 Finally Fund Admin | Venture University Free Exclusive Event
As part of our commitment to adding value beyond fund administration, Finally Fund Admin is excited to invite our clients to Venture University’s Venture Capital Masterclass Week — available quarterly in San Francisco or virtually.
📅 When: 9:00 AM – 5:00 PM PST each day
📍 Where: San Francisco, CA or virtual
This immersive program includes:
• Practical education and case studies from Venture University’s General Partners
• Sessions on fundraising, LP relationships, portfolio construction, and long-term fund strategy
• Networking with fellow fund managers, investors, and the Venture University team
In-person attendees will enjoy a welcome dinner after the first day for a relaxed, intimate networking experience. Virtual attendees can fully participate in all sessions.
This program is completely FREE for Finally Fund Admin clients!
📘 Introducing: Blueprint Your Fund
We’re excited to announce the launch of Blueprint Your Fund, a new initiative created in collaboration with Venture University.
This program is designed to help emerging fund managers launch and structure their funds with clear best practices from the start. Too often, first-time managers face fragmented advice across legal, banking, and operational providers while trying to close capital quickly. Without the right foundation, this can lead to challenges later on.
Blueprint Your Fund combines Finally Fund Admin’s operational expertise with Venture University’s venture education platform to provide guidance on fund structure, operations, compliance, and building a scalable platform beyond Fund I.
Learn more and download the whitepaper:
https://finallyadmin.com/new-fund-manager
🌟 Partner Spotlight: Lumia Law
This month we’re highlighting one of our trusted partners: Lumia Law and Emily Wu.
Lumia Law works closely with emerging managers, startups and venture funds on fund formation, legal structuring, and other key legal needs in the venture ecosystem.
Emily Wu and her team have been a great resource for many of our clients navigating the legal side of launching and managing a fund.
If you’re interested in learning more about Lumia Law’s services, please reach out to the Finally team at [email protected] and we’d be happy to make an introduction.
Referral Bonus Reminder
Know another fund manager who could benefit from working with Finally?
We offer a referral bonus for introductions that turn into clients. If someone in your network is starting a fund or looking for fund administration support, feel free to connect us to receive $125 off your next deal!