Private Equity & Funds
We help our clients design and launch bespoke investment vehicles across MENA, Africa and Asia. Our approach is grounded in regulatory discipline and a deep understanding of both investors’ and managers’ perspectives
For Professional Clients and Market Counterparties.
Our approach is grounded in regulatory discipline and a deep understanding of both investors’ and managers’ perspectives. External firms note that fund formation counsel must adapt documentation and advice to the specific needs of managers and investors and provide practical solutions across asset classes. Likewise, tax‑efficient structuring, regulatory compliance and clear commercial objectives must be balanced to achieve the best long‑term structure. Drawing inspiration from market‑leading advisors, we tailor SPVs, fund structures and co‑investment vehicles that meet our clients’ growth ambitions while remaining DFSA‑aligned.
This service is designed for:
When to consider this service
You will benefit from BurjiFin’s private equity & fund structuring expertise when:
What we deliver
We work closely with clients to deliver the following
Vehicle design & structuring
Vehicle design & structuring
We structure onshore and offshore vehicles across asset classes, including private equity, credit, real estate funds and hybrids lowenstein.com . This includes SPVs, joint ventures, segregated portfolio companies, VCCs and co‑investment funds.
Comprehensive documentation
Comprehensive documentation
Our team helps prepare offering memoranda, limited partnership agreements, management agreements and subscription documents tailored to managers and investors
Tax and regulatory guidance
Tax and regulatory guidance
We help clients balance commercial objectives with tax efficiency, regulatory obligations and governance requirements. This includes advice on DFSA/ADGM rules, cross‑border investment restrictions, FATCA/CRS and investor classification.
Investor alignment & strategic seeding
Investor alignment & strategic seeding
We advise on strategic investor and seed transactions, helping managers attract anchor investors and align incentives.
Fund administration partnerships
Fund administration partnerships
BurjiFin coordinates with leading fund administrators and trustee services for accounting, reporting and custody. We also advise on technology platforms for data rooms and investor portals.
Governance & compliance frameworks
Governance & compliance frameworks
We build robust governance frameworks covering board composition, conflict management, investment policies and ESG/impact guidelines, ensuring transparency and compliance.
Our disciplined process follows five steps:
Asset class focus
BurjiFin structures vehicles across multiple asset classes and strategies
Frequently asked questions
Common questions on engagement, documentation, and our DFSA-aligned operating approach, answered here. Ask your question
Do investors need to be UAE residents?
No. We accept investors from across the world except those on international sanctions lists. The fund’s jurisdiction and structure determine investor eligibility.
What does “fund structuring” mean in practice?
Fund structuring is the design of the investment vehicle and its governance so it can operate efficiently and withstand institutional due diligence. It typically covers the legal/holding structure, decision rights, reporting expectations, and documentation needed for investors and service providers.
When should I consider setting up a fund instead of using an SPV?
An SPV can fit a single asset or a limited number of transactions. A fund structure is usually considered when you plan a pipeline, multiple assets, or repeatable investments with consistent governance and investor reporting needs.
What types of vehicles can you help structure?
We support the structuring of investment vehicles such as SPVs, holding structures, and fund-style frameworks (illustrative). The final form depends on the mandate, jurisdictional constraints, investor requirements, and governance objectives.
Who is this service typically designed for?
This service is intended for Professional Clients and Market Counterparties, including family offices, institutional investors, and managers or sponsors building private capital structures for cross-border mandates.
What are the key documents investors typically expect?
Investors typically expect clear governance terms, an investment strategy summary, risk disclosures, and a consistent reporting approach. We help prepare an investor-grade documentation pack aligned with institutional review standards.
Do you help with fund governance and operating model setup?
Yes. We can support the design of governance and oversight frameworks, including decision-making processes and reporting principles. Where relevant, we also coordinate with external counsel and administrators.
Can you support fund administration and reporting?
We can support readiness and coordination for fund administration and reporting by helping define requirements and onboarding documentation. Administration itself is typically delivered through specialist providers, coordinated as needed.
How do you support investor readiness without providing placement services?
We focus on structure, documentation quality, and diligence readiness so your proposition is clear and institutionally presented. We do not publish counterparty names, deal values, or performance targets on the website.
How long does it take to set up a fund structure?
Timelines vary depending on complexity, jurisdictions, service providers, and document readiness. After an initial review, we can outline realistic next steps and an indicative timeline for your mandate.
Do you provide performance projections or return targets?
No. We do not publish or provide yield projections, return targets, or internal forecasts on the public website. Any mandate discussions remain confidential and depend on the specific context.
