• Prepare and coordinate regulatory filings for private investment funds, including: SEC Form ADV (initial filings and amendments), SEC Form D filings and amendments, Blue Sky filings and state notice filings • Manage regulatory deadlines, filing calendars, and compliance tracking • Perform quality assurance review of all filings prior to submission • Coordinate investor questionnaires, signatures, and required disclosures • Work directly with external fund counsel and filing agents • Ensure compliance with securities regulations and UPL boundaries • Support venture capital fund formation and governance processes • Prepare fund formation and governance documents from approved templates • Assist with entity management and ongoing fund maintenance • Support AML/KYC processes and investor onboarding workflows • Track investor and fund data required for regulatory compliance • Maintain and update SOPs and templates for regulatory and fund workflows • Support internal reporting and regulatory dashboards • Partner with Product and Engineering teams on workflow automation • Participate in relevant fund pipeline and operations meetings