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Deal Structures for Fund Managers

As a fund manager, your Deal structures are unique to PersoniFi. Instead of standard income or equity contracts, your structures are built around carry sharing—investors participate in a percentage of your fund's carry (profits). You can choose to include a minimum income guarantee or keep it simple.

Every structure can be customized. As you adjust terms, you'll see a Deal Summary update in real-time.

Disclosure: PersoniFi is not a financial advisor or broker. Deal terms are not financial or legal advice. Ensure compliance with your legal and personal circumstances.


PersoniFi FlexShare

Carry share + minimum income guarantee

How it works: A unique Blended Income Contract called FlexCarryShare. Investors receive a percentage of your fund's carry. If carry doesn't meet a minimum threshold, a minimum income-based guarantee ensures investors still see returns.

Contract components:

ComponentWhat It Covers
Blended Income Contract (FlexCarryShare)CarryShare from fund profits + minimum income guarantee as fallback

Customizable terms:

TermDescription
CarryShare (%)Percentage of your fund's carry shared with investors
Cap (#)Maximum total payout to investors
Min Threshold ($)Minimum income level before guarantee payments begin
Rate (%)Percentage of income directed to guarantee payments
Years (#)Duration of the agreement

How the minimum guarantee works: If your fund's carry distributions don't reach a minimum level, the income guarantee kicks in. Once your income exceeds the Min Threshold, small payments flow to investors at the specified Rate until the Cap is reached or the Years expire.

Best for: Fund managers who want to offer investors strong terms with downside protection. The minimum income guarantee makes this attractive to investors who want carry exposure with less risk.


PersoniFi FlexShareUpside

Pure carry share—no income guarantee

How it works: A streamlined Income Contract called CarryShare. Investors receive a percentage of your fund's carry with no income guarantee fallback. Simpler terms, pure upside exposure.

Contract components:

ComponentWhat It Covers
Income Contract (CarryShare)Percentage of your fund's carry shared with investors

Customizable terms:

TermDescription
CarryShare (%)Percentage of your fund's carry shared with investors
Cap (#)Maximum total payout to investors
Years (#)Duration of the agreement

Best for: Established fund managers with a strong track record. Investors are betting purely on your fund performance with no safety net—so this works best when you have proven returns to point to.


Which Should You Choose?

Consider this...Choose...
You're raising your first fund or have limited track recordFlexShare (the guarantee reduces investor risk)
You have strong historical returnsFlexShareUpside (investors will accept pure carry exposure)
You want to attract more conservative investorsFlexShare
You want simpler terms with fewer obligationsFlexShareUpside

Tip: FlexShare with the minimum income guarantee typically attracts a wider range of investors because it reduces their downside risk. FlexShareUpside is cleaner but requires more investor confidence in your track record.

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