Document background
The Investment Memorandum Private Equity is a crucial document used in German private equity fundraising that serves as the primary offering document for potential investors. It is prepared in accordance with German investment laws, particularly the KAGB and relevant EU regulations, providing comprehensive information about the fund's strategy, management, terms, and risks. This document is typically used when raising a new private equity fund or launching a new investment vehicle in Germany, requiring careful consideration of local regulatory requirements and market practices. The memorandum must balance detailed disclosure requirements with commercial sensitivities while ensuring compliance with German and EU securities laws. It forms the basis for investment decisions by institutional investors and serves as a reference document throughout the fund's life.
