New Fund Client On-Boarding – USA Impact Capitalism

Client Name
Logo(s) Upload
Accepted file types: png, jpg, jpeg, Max. file size: 50 MB.
High resolution, please. If available, please upload horizontal, vertical, black and white, and color logos. Png or jpg files please.
Summary Paragraph Upload
Accepted file types: txt, docx, Max. file size: 50 MB.
75-100 words, third-person perspective. Txt of docx files please.
Executive Summary (One-Pager)
Accepted file types: pdf, Max. file size: 50 MB.
pdf file please
Presentation (Using BPC template, with risk factors)
Max. file size: 50 MB.
Executed Contract
Accepted file types: pdf, Max. file size: 50 MB.
pdf file please
Fund Formation Documents
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Two most recent financial statements (audited, if available)
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Current offering documents (PPM, etc.)
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Submission Packet
Accepted file types: zip, Max. file size: 50 MB.
ZIP file, please
Form D (if filed)
Accepted file types: zip, Max. file size: 50 MB.
ZIP File, please
Carve Out List
Accepted file types: zip, Max. file size: 50 MB.
ZIP File, please