Fund Origination

We provide our clients a turnkey solution for opportunity fund origination.

Our services include:

Structuring:

Legal Structuring for the Qualified Opportunity Fund (QOF) that fully complies with opportunity zone rules and regulations while meeting the projects sponsors objectives.
Establish the proposed QOF legal entity
Establish the QOF Operating Agreement
Legal structuring for the Qualified Opportunity Zone Business (QOZB) that fully complies with opportunity zone rules and regulations while meeting the project’s sponsors’ objectives.
Establish the proposed QOZB legal entity
Establish the QOZB Operating Agreement

Financial Modeling:

Financial modeling to create the most attractive offering for investors, while maximizing returns to the project sponsor including:

10-year cash flows with accelerated depreciation schedules (based on sponsor supplied budgets and forecasts)
IRR calculations
Cash-on-cash returns
Return on Equity

SEC Required Legal Documents:

Develop Fund Private Placement Memorandum
Develop Fund Subscription Agreement
Develop Accredited Investor Questionnaire

Marketing:

Develop One page “teaser” promotional info-mailer
Develop Investor “Pitch Deck”
Develop dedicated Fund Website
Develop Fund Logo and Branding identification
Develop and facilitate Capital Raise Mass Mailing
Coordinated marketing materials as required by our Private Equity Group and Capital Markets partners

Administration:

Contract with third-party Fund Administrator
Establish Bank Accounts
Prepare all agreements with Fund Management Company
Coordinate all consultation with Legal, Accounting, Design and Communication experts

We welcome the opportunity to discuss Gateway Opportunity Funds with you. Call us today:

864-GATEWAY (428-3929)

Gateway Opportunity Funds 11000 Riverview Dr. | St. Louis, Mo. 63138

DISCLAIMER

Gateway Opportunity Funds, LLC is organized and authorized under the laws of the State of Missouri Limited Liability Company Act, and is a qualified opportunity fund operating under current Federal Opportunity Zone Regulations as issued and updated by the IRS.

This is not an offer to sell nor a solicitation to buy securities of/in Gateway Opportunity Funds. Any investment in Gateway Opportunity Funds and only be through our current Private Placement Memorandum (“CPOM”). This offering has not been approved or disapproved or registered with the federal Securities and Exchange Commission or any state securities division. Investments in Gateway Opportunity Funds are available only to Accredited Investors as defined by the Securities and Exchange Commission. No Federal or state agency issued any notice as to the accuracy or adequacy of the CPOM or any other information contained herein. There may be limited liquidity in any opportunity fund investment.

No statements or documents contained herein are to be construed as Gateway Opportunity Funds providing legal, tax, investment or other professional advice. Please contact your own professional advisors to see how any investment in an opportunity fund may affect your individual situation.