---
title: "Building the Ultimate GP Checklist: From Fund Formation to Investor Onboarding"
url: https://vestlane.com/blog/the-ultimate-gp-checklist/
publishedDate: 2025-03-17
author: "Ivo Schmiedt"
readingTime: 12
description: "Learn how to launch and scale your fund with expert insights on legal setup, investor relations, and compliance. Get actionable tips from Vestlane COO Moritz Poewe and Pitch Me First founder Tülin Tokatli."
---

# Building the Ultimate GP Checklist: From Fund Formation to Investor Onboarding

Launching a private fund should be considered a marathon, not a sprint. But there are ways to make the process smoother.

For [**general partners**](/roles/general-partner) (GPs), the journey from fund formation to [**investor onboarding**](/product/investor-onboarding) is fraught with complexity, regulatory hurdles, and the pressure to deliver strong fund performance.

Private equity firms, in particular, must carefully navigate fund investments, structuring, and [compliance](https://vestlane.com/compliance/) to attract the right investors and scale effectively.

To give readers some invaluable insights, we are joined by two distinguished guests: [Moritz Poewe](https://www.linkedin.com/in/moritzpoewe/), our Chief Operating Officer and a leading expert in the field, along with [Tülin Tokatli](https://www.linkedin.com/in/tulintokatli-cfa/), the CEO and founder of [Pitch Me First](https://www.pitchmefirst.com/), an advisory firm specializing in services for [**private equity**](/sector/private-equity) (PE) and [**venture capital**](/sector/venture-capital) (VC) funds.

![Moritz Poewe Vestlane COO](https://a.storyblok.com/f/283194/1080x1080/a4c67f32c5/moritz-new-logo.jpg)

Before joining Vestlane as COO, Moritz, a former GP at [SquareOne](https://squareone.vc/), built a long-standing career in venture capital and tech operations.

As the founder of Paua Ventures, he spent over a decade managing multiple fund generations, making critical investment decisions and overseeing fund operations.

Recognizing Vestlane’s potential to streamline fund onboarding and compliance for private equity firms and venture funds, he joined in 2024 to offer his expertise in fund management and scaling.

Reflecting on his early career experiences, Moritz quips: *"We lived the pain. Vestlane isn't just software; it's the playbook we wish we'd had back then."*

*"I used to oversee all these onboarding processes, KYC stuff, for our venture firm. So I know all the pain points. Back in the day, there was no Vestlane.”*

Indeed, structuring a fund properly and ensuring a headache-free investor onboarding process are among the most challenging aspects of being a GP.

Every step, from legal setup to ensuring investor compliance, can affect fund performance and long-term success.

Meanwhile, Tülin, a former investor at the [European Investment Fund](https://www.eif.org/index.htm), now advises GPs. In other words, she transitioned from the buy side to the sell side after experiencing firsthand how ambitious visions can falter without anchor investors.

![Tülin Tokatli, CFA](https://a.storyblok.com/f/283194/1080x1080/014c5b9bfa/tulin-tokatli.jpg)

In this blog, both experts share their insights on fund formation, onboarding, and fund investments, offering insights for both emerging and seasoned fund managers.

Get ready for your ultimate guide to setting up a fund.

> The rest of this article is gated. Read it at https://vestlane.com/blog/the-ultimate-gp-checklist/.