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Private Equity Services

Why do investors invest in private equity?
Because it performs better than other investments.

Your trusted partner in navigating through digital disruption and increased competition.

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Private Equity Services OVERVIEW

It’s a perfect time to start a private equity fund. As the global economy bounces back from COVID-19 and the U.S. experiences ballooning job growth and stimulus payments from the Federal Reserve, valuable but COVID-impacted businesses are eager to draw outside investment. The disruption caused by the pandemic will undoubtedly yield a renaissance of innovation and revolutionary shifts in the market and our society. And with private equity firms continuing to see high returns, there has never been a better time to start your own.

The VenturePlans team has extensive industry knowledge, analytics, and a wide network of investors and founders to provide market intelligence inaccessible to most other firms. We work with clients to identify businesses that require low capital maintenance and earn dependable profits. We’ll help you navigate private equity fund development or private equity investment as a solo investor, fund disclosures, smart selection of distressed companies in key industries for your investment portfolio, legal structure of your investment vehicle, investor portal set-up, and more. Contact us at 8555-VENTURE or schedule a consultation to learn more.

PRIVATE EQUITY SERVICES

Exceed your investing goals with top US private equity consulting services. Expertise in fund launch, fund administration, and Leverage buyouts.

Who do you hire to do
leverage buyout models?

OUR PORTFOLIO
VIEW OUR LATEST WORK

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WHY VENTURE PLANS?

1

Seasoned

With decades of cumulative experience, we are uniquely qualified across a range of industries.

2

Accredited

Ivy-league trained management consultants, seasoned legal consultants, certified valuators and analysts.

3

Data-driven Analytics

Insights and recommendations based on qualitative and quantitative metric.

4

Trusted

By top Fortune 500 CEO's nationally and globally.

FEATURED PRIVATE EQUITY
INSIGHTS

  • Top Industries To Invest In

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Management Consulting

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Industries To Be Wary Of

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Investor Profiles

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Aspects To Consider When Buying A Company

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Business Strategy

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Invest in Private Equity

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Legal Advisory

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Financing

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Technology

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

  • Industry Market Reports

    Management Consulting

    Our consultants work closely with clients, analyze their business objectives, and develop customized solutions.

    We offer business strategy, organizational change, digital transformation, technology resources and financial advisory to enhance performance, drive growth, optimize efficiency, support financial decision-making, leverage technology, and improve customer experience.

Are You An Investor looking to start your fund?

Get your Private Equity business plan in 5 days; expedited options are available.

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AS FEATURED IN

TELL US MORE ABOUT YOUR PROJECT

  • 15+ Years in Operation
  • 4750+ Projects done
  • 3 Offices
  • 650 M Capital Raised

Accredited

FINRA, CFI Institute, Harvard, Certified Valuators and Analysts.

Expedited

Custom Business Plans Delivered As Fast As 3 Days.

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OUR CLIENT WORDS

See how we’ve helped our clients achieve their business goals.

Venture plans is organized, efficient, and knowledgeable in the cybersecurity and data encryption sector. They helped us prepare for a 15 M capital raise.

Ajay M. - CEO. Seccom LLC

We couldn't find an experienced consulting firm in Oklahoma City at the time with the level of experience we were looking for. When we found Venture Plans, they revamped our entire software development cycles, helped us with our crowdfunding strategy, and offered new insights on our company direction.

Allan H

It is evident that Mr. Dordar and Venture Plans have great achievements on the horizon.

Frank G.

I’m an executive with global master franchising, and I have collaborated internationally with many entrepreneurs. Arleo Dordar is a critical thinker, and accomplished problem solver. He is a driven and trustworthy leader in the private and institutional sectors for financing.

Ted Van Samang - Founder, Franchisepassion

My name is Dr. C, I am a dermatologist in Mill Valley, California. I reached out to venture plans to assist me with a government project targeting a medical technology. Their consultants are very experienced in the health tech space.

Dr. C

VisionVR is the world’s first all-in-one assistive device for the visually impaired, specifically designed for watching television and improving performance on day- to-day tasks. We needed a consulting firm who had experience in the VR space. When we found venture plans they helped improve our business model and provided us with new information in the VR space that helped us remain competitive. Venture plans consultants have experience in e-commerce, Vr technology and financial due diligence.

Zack A

Very talented business analysts, helped us write a very well written tele-health business plan that helped us secure grants.

Nahid A

Excellent diverse range of consultants in multiple industries. They know their work, and provide realistic feedback.

Daniel F

Venture Plans is very experienced in capital raising services pertaining to small to mid cap organizations. They provide the corporate governance that is required for companies to grow. Working with Arleo has been a pleasure, demonstrating with ease his consultancy experience and background in a wide variety of topics including corporate finance and investor profiling. His expertise, solutions-oriented approach, and professionalism are invaluable!

Khong Z

Venture plans is very experienced in SBA financing, we had previously applied for an SBA loan and was unsuccessful. Venture plans helped us prepare carefully and assisted us developing our financials for the raise and to finally obtain financing.

Abdul Z

We have a breakthrough technological product that focuses on packaging and delivery safety. We had no idea that the right way to raise money and draw paying subscribers was by crowdfunding. Venture Plans wrote a particular digital marketing crowdfunding strategy for us that outlined a proper campaign model for us to implement, resulting in a 6-month increase of 2.5 M in combined funding and subscriptions

Bob R. - CEO Big Boring Box

We featured Arleo Dordar on the Beverly Hills House Wives on Bravo to provide direction on our business strategy and deal structure live. Arleo Dordar is experienced in the fashion and Artificial Intelligence space. Venture Plans helped prepare a comprehensive business plan, and guided me and my husband, Mauricio Umansky, on the best possible outcomes to scaling our retail fashion line with our offshore partners Shahida Clayton. Arleo integrated artificial intelligence, cognitive computing, and an eco-friendly model so we can maximize our potential in this highly competitive industry. Grant approvals in the U.S. have been highly competitive, Covid had reduced our income by 50 %, and we needed urgent assistance from an experienced team to advise and provide grant application support.

Kyle Richards, Mauricio Unmansky, and Shahida Clayton

Secure fund capital
with Venture Plans

PRIVATE EQUITY SERVICES PROCESS

An accurate business proposal that outlines your private equity business model

Define The Fund Strategy
1

Define The Fund Strategy

While raising capital for a fund is perhaps easier than ever due to online tools, large amounts of capital, and the recent JOBS Act passed by Congress, fund managers still need to demonstrate extensive strategy and a smart investment sense to succeed.

Venture Plans will work with you to define your investment strategy, pick your fund type, pick which sectors or geographies to target, and develop a capital raising strategy.

Fund Business Plan & Operations Setup
2

Fund Business Plan & Operations Setup

Your business plan is your biggest selling point to potential investors. Our data analysts will conduct consumer and market surveys to shed light on average consumer demand, identify our funds secret sauce for acquistions, your fund model and future headwinds and opportunities, and other information relevant to executing successful investments.

Venture Plans can also create custom AI tools that will analyze macro and micro market data to provide industry intelligence and investment insights on an ongoing basis. Your business plan should detail cash flow expectations as well as fund timeline, leverage buy out models, targeted companies, management fees, carried interest, and legal disclosures. We’ll also help you establish internal and external operations to ensure that everything runs smoothly once the fund is live.

Establish the Investment Vehicle
3

Establish the Investment Vehicle

A central step in establishing your fund is selecting the fund’s legal structure. This is often a general partnership, limited partnership, or a limited liability company (LLC).

This decision has long-term implications for decision-making and assumption of liability within the firm, so a consultation with VenturePlans legal advisors is recommended.

Determine Fund Fee Structure
4

Determine Fund Fee Structure

We’ll work with you to decide fund provisions such as management fees, carried interest and any hurdle rate for performance, and manager compensation.

While the rate varies depending on experience and track record, managers generally receive an annual management fee of 2% of committed capital from investors. We’ll also help establish compliance, risk and valuation guidelines. Please note fee structure varries between an ERA vs IRA.

Raise Capital For Fund
5

Raise Capital For Fund

This stage requires the greatest amount of careful document preparation to pull off. We’ll work with you on your offering memorandum, subscription agreement, partnership terms, custodial agreement, and due diligence questionnaires. Then, you’ll be ready to pitch your fund to investors.

Fund managers will be expected to contribute 1% to 3% of the fund’s capital, and banks often contribute 80% of the total funds capital.

Communications & Marketing
6

Communications & Marketing

Marketing both before and after your fund launch will help you to gain traction and attract attention from investors. VenturePlans can provide a full suite of custom marketing tools and products for your use.

This includes constructing the all-important investor portal through which you’ll engage and update investors.

LIKE WHAT YOU SEE?

Private Equity Fund Formation Process

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OUR TEAM

Our Finra and Harvard-accredited Industry Consultants have decades of cumulative experience preparing private equity business plans that helped fund managers raise capital.

Arleo Dordar

Founder & President

Arleo Dordar is the Founder/CEO, investor, and product architect of Ventureplans™. Arleo is a visionary with a strong leadership background. He has assisted various Fortune 500 companies in scaling, restructuring, organizing, and developing sustainability plans for 4500+ businesses across 150 industries globally, resulting over $100 million dollars in investments. Arleo's expertise is in the implementation of revenue growth, execution, financing and digital transformation. Arleo engages in high-level discussions with startups, small businesses, and enterprise level organizations to gather and analyze big data, understand trends, and proactively deliver insights, recommendations, and drive improvements based on qualitative and quantitative metrics in to enhance operational efficiency, sales, marketing, and branding to achieve financing goals. Arleo is fluent in English and Farsi.

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Amaris Olguin

Senior Business Analyst & Lawyer

Harvard and Yale Alumna, Fulbright Scholar, Fluent Spanish speaker, Proficient in Mandarin and in Hindi. Amaris has 8+ years of business experience. She brings deep expertise in business consulting, strategic planning and financial forecasting. As a lawyer, her primary focus is corporate law. Amaris works closely with clients on the development and execution of business strategy. She specializes in writing business plans that have resulted in large investment accomplishments.

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John Varley

Corporate Legal Counsel

John Varley is admitted to practice law in California, Including the California Supreme Court, Ninth Circuit Court of Appeals, United States Tax Court, and the US District Courts- Southern, Central, Eastern and Northern Districts of California. In the area of Corporate and Bankruptcy Law, John has personally filed more 2,500 successful cases through the Federal Bankruptcy Court System. John is one of the few attorneys to have trained and certified in the three separate training trips to North Carolina under the preeminent bankruptcy litigator, Oliver Max Gardner. He received his Juris Doctor from Thomas Jefferson School Of Law In 2007. John Varley is a Certified Public Accountant (Delaware) and earned an MBA with emphasis In Finance from San Diego State University In 1989. He received his Bachelor of Arts Degree In Economics from UCLA In 1984. He is a member of Mensa High IQ Society.

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FAQS

Do you have any questions about our Private Equity services?

What is private equity fund formation consulting, and why would I need this service?

How do you tailor your private equity fund formation services to meet the specific needs of clients?

Can you provide examples of successful private equity fund formations you've assisted with in the past?

What are the typical costs associated with private equity fund formation consulting services, and how are fees structured?

How do you stay updated on the latest regulations and industry best practices related to private equity fund formation?

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