Commitment
Expertise
Impact
Portfolio
Team

SAM Shared Services

We’re excited to explore a potential partnership with you.

To better tailor our services to your needs, please complete this short questionnaire. Your responses will help us understand your goals and support your business growth more effectively.

Your privacy is our priority — all information shared will remain strictly confidential and protected.

Thank you for taking the time to provide thoughtful answers. If you have any questions, please don’t hesitate to reach out.

Mat LeRoux
Partner, Head of Finance and Operations

General Information

Contact Name(Required)

First Last

Contact Phone Number

Contact Email Address(Required)

Company Name(Required)

How did you hear about Sarona in general, and the Shared Services offering specifically?(Required)

Other

Can you share details of a track record in the case of current or previous funds (if any):

Fund Information

What is the name of the Investment Vehicle?(Required)

What is the Investment Vehicle Structure?(Required)

What asset classes will the fund invest in?(Required)

Private Equity

Venture Capital

Private Debt

A mix of the above

Other asset classes:

What is the Fee Structure?(Required)

Number of Funds/Entities to be launched(Required)

What is the Fund Life Cycle?(Required)

What is the Projected First Close date?(Required)

MM slash DD slash YYYY

What is the intended Final Close date?(Required)

MM slash DD slash YYYY

Have you secured LP commitments?(Required)

What is the term of the fund?(Required)

How long is the Investment period?(Required)

Other Investment period

What is the average ticket size of the investments the fund will make?

Where will the fund be domiciled?(Required)

Fund Strategy(Required)

What is the type of Investment Vehicle?(Required)

What is the name of the Principal(s)?(Required)

What is the projected fund size?(Required)

What is the geographic focus for the portfolio companies?(Required)

What is the Projected Number of Portfolio/Investments?(Required)

What are the anticipated reporting requirements?(Required)

Will the Fund be preparing financials statements in accordance with the International Financial Reporting Standards (IFRS)?(Required)

Yes

If no, please indicate financial reporting standard.

Briefly describe the Anticipated Impact Thesis(Required)

How is ESG integrated into fund's Investments processes?(Required)

Do you plan to Report Impact/ESG metrics to investors?(Required)

How important is it to present impact-based documents or case studies to your stakeholders?(Required)

Investor Information

What is projected Number of Investors(Required)

What are the targeted Investor Profiles(Required)

High Net-worth Individuals

Foundations

Institutional Investors

Family Office

Development Financial Institution

Other

Other Targeted Investor Profiles

What is the aimed ticket size?(Required)

How much is the GP commitment? (Provide the amount)(Required)

sarona@saronafund.com

+1 519 883 7557

Canada

137 Glasgow Street, Suite 210, Unit 148
Kitchener, Ontario, N2G 4X8

NETHERLANDS

Office 26.42 and 26.36, Mondrian Tower, Amstelplein 54, 26e etage, 1096 BC
Amsterdam, Netherlands

United States

80 State Street
Albany, NY 12207

Australia

804/307 Pitt Street
Sydney, Australia, NSW 2000

Singapore

Asia Square Tower 2
12 Marina View, #11-01
Singapore 018961

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Separately Managed Accounts