Document background
The Investment Memorandum Private Equity is a crucial document used in Swiss private equity fundraising that combines regulatory compliance with comprehensive investment information. It is required when raising capital from qualified investors under Swiss law, particularly adhering to FinSA and FINMA regulations. The memorandum serves multiple purposes: it fulfills regulatory disclosure requirements, provides detailed information about the investment strategy and terms, and serves as a primary marketing document for potential investors. The document is typically used during fundraising phases and must include specific Swiss regulatory disclaimers, risk disclosures, and investor qualification criteria. It forms the basis for investment decisions and is often accompanied by subscription agreements and other legal documentation required under Swiss private equity regulations.
