Request for information · OC-RFI-2026-005

Fund establishment: legal and tax structuring

An Australian venture capital fund. An Australian venture capital fund investing in technology and energy-transition infrastructure, preparing its first external raise. Its name is shared with shortlisted respondents once they agree to keep it confidential.

Location

Australia

Engagement

Oct 2026 to first close

Budget

Fixed fee preferred; indicative range sought

Closes

2026-11-06, 5pm AEDT

Advice on the fund's structure, offer documents and tax position, including whether venture capital concession regimes (VCLP or ESVCLP) suit its mandate.

Context. The fund is preparing its first external raise from wholesale investors, with a first close targeted for March 2027.

What we're looking for

• Funds management and venture capital practice
• Experience with VCLP or ESVCLP registration
• Wholesale offer documents

Scope

• Fund structure and vehicle choice
• Information memorandum, constitution or partnership deed, and subscription documents
• Tax advice for the fund and investors

How responses are assessed

• Funds experience (35%)
• Approach (25%)
• Fee certainty (25%)
• Team (15%)

Timeline

• Responses close: 2026-11-06
• Formal process: 2026-11-09

Responses are confidential and assessed by a panel against the published criteria.