Fund Ops & Finance Decoded: A Guide For GPs
Most fund managers learn operations the hard way—through expensive mistakes and painful LP feedback. What if you could skip that learning curve entirely?
Join us for a session with a GP who is widely known for their innovative AI-assisted fund operations+ a fund finance expert who's been on both sides of the GP/LP table, and a venture lawyer who has helped a number of firms launch Fund 1 and beyond. Whether you're raising your first fund, closing your second (like one of our panelists just did!), or planning your third, you'll get real-world insights that help you build operational foundations LPs will respect.
What you'll learn by attending:
👉 The “Back of Napkin” Philosophy: How to create a budget for your fund and avoid common mistakes in the process
👉What LPs say (and what they actually mean): Methods for navigating deep allocator due diligence with confidence
👉 How to use automation and AI tools to streamline research, deal flow, and operational workflows
👉 Foundational tax and service provider decisions first-time fund managers need to get right from day one—before it's too late to fix them
👉 Year-End Tax Moves: Time-sensitive strategies for GPs to consider before December 31st
We'll open up the floor for live audience Q&A as well!
Featured Speakers:
Doug Dyer: CFO at Chapter One and creator of The Fund CFO newsletter. More than 10 years of experience managing & investing $1+ billion and working with 100+ companies, private equity, venture capital and hedge funds.
Yohei Nakajima: General Partner at Untapped Capital and creator of BabyAGI, the first widely-adopted open-source autonomous AI agent. He previously led pipeline sourcing across 30+ Techstars accelerator programs and built corporate innovation partnerships with Disney and Nintendo at Scrum Ventures.
Chris Harvey: Founder of Harvey Esquire APC, a Los Angeles-based venture capital law firm specializing in emerging fund managers. With 16+ years of legal experience, Chris represents VC funds, fund-of-funds, and solo GPs.
Moderated by: John Gannon, Founder of Venture5
Presented by Carta
End-to-end fund and equity management. From starting funds to closing deals and everything in between, Carta’s suite of reliable products and expert services support you at every stage so you can focus on investing. Experience the only fully connected platform that unifies portfolio management, fund administration, fund taxes, and LP communications.
Disclaimer:
The information provided is for informational purposes only and should not be construed as financial advice. Attendees are advised to consult with qualified financial professionals or advisors regarding their specific investment needs and objectives. Participation in this event does not guarantee any investment outcomes. Your registration information may be shared with our partners, and by signing up for this event, you consent to being contacted via email, SMS, and other means.