Opportunity Fund Management

Opportunity Fund Management

Maximize Your Window of Opportunity

Interested in starting, or improving your existing Opportunity Fund? You came to the right place.

We can help you navigate through complicated regulations, locate opportunity zones within your local market, and determine the ideal structure and fund options for your unique Opportunity Zone Fund. We offer a full-service solution, from fund organization to on-going fund management support including investor relations, reporting and compliance.

There are many things you should consider when starting your fund.

For example:

  • What regulations and hard timelines do I need to be aware of?
  • Should I diversify my opportunity fund by taking advantage of both real estate and business or startup investments?
  • Do I want to set up a fund that makes a positive and lasting impact on our local community?

Our team of experienced, high-level professionals can help you sort through these options and other criteria and provide you with the Opportunity Fund structure and support that best suits your unique goals and circumstance. By working with Bright Impact you can spend less time on administration and focus on maximizing the opportunity of this program by raising capital and creating returns.

The Bright Impact Advantage (Our Difference)

Bright Impact is 100% focused on helping investors, communities and businesses leverage the Opportunity Zones program.  Unlike other firms, our specialization, focus and commitment enables us to help you create an Opportunity Zone fund that best matches your goals. Our solutions for fund managers are designed to:

 

  • Reduce administrative burden
  • Timely & clear investor financial reporting
  • Enhanced communication with investors
  • Compliance with regulations
  • Overcome reporting challenges
  • Follow fund management best practices
  • Improve operating efficiency
  • Securely maintain investor information

Our Fund Management Services

Fund Planning & Launch
  • Fund plans and planning
  • Fund documents
  • Education & training
  • Marketing solutions
  • Website and online property creation and maintenance
  • Capital raising administration
Fund Management & Reporting
  • Fund administration
  • Outsourced fund administration
  • Finance and accounting services
  • Back office functions
  • Audit and tax liaison
  • Community impact reporting
  • Capital tracking
Investor Relations
  • Investor database maintenance
  • Investor reporting and communications
  • Client portal
  • Prepare investor financials, capital statements and net asset value statements
  • Capital call and distribution calculations
  • Calculate preferred returns and other calculations and allocations

Want to start your own Qualified Opportunity Fund? We can help.

Fill out the form below and someone from our team will get back to you for a free consultation.

Start a fund form