Fund Formation Paralegal - San Francisco, CA

SourcePro Search, LLC; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

SourcePro Search, LLC is seeking a Fund Formation Paralegal in San Francisco, CA to support attorneys on emerging company and venture fund matters. This role requires 1–3 years of fund formation experience and a proactive, detail-oriented mindset.

You will prepare and maintain organizational documents, assist with partnership and LLC agreements, and help with due diligence and regulatory filings in a fast-paced team environment.

Qualifications

• 1–3 years of fund formation experience.
• Bachelor’s Degree required.
• Strong organizational and time-management skills.
• Excellent written, communication, and proofreading abilities.
• Paralegal Certificate preferred.

Responsibilities

• Support emerging company and venture fund matters.
• Prepare and maintain organizational documents.
• Assist with partnership and LLC agreements.
• Prepare side letters, transfer agreements, admission agreements, and amendments.
• Conduct investor suitability and document due diligence.
• Research federal and state securities regulations.
• Prepare and file required notices.
• Assist with fund formation opinions and supporting documentation.
• Support SEC compliance reporting.
• Complete timekeeping and other administrative responsibilities.

Skills

Fund formation experience

Organizational skills

Time management

Attention to detail

Independent worker

Team player

Strong writing

Education

Bachelor's degree

Paralegal certificate preferred

Job description

Fund Formation Paralegal

San Francisco, CA

A leading law firm is seeking a Fund Formation Paralegal to support attorneys and senior paralegals on emerging company and venture fund matters. This opportunity is ideal for a motivated paralegal with 1–3 years of fund formation experience who thrives in a collaborative, fast-paced environment.

What You’ll Do

• Support emerging company and venture fund matters
• Prepare and maintain organizational documents
• Assist with partnership and LLC agreements
• Prepare side letters, transfer agreements, admission agreements, and amendments
• Conduct investor suitability and document due diligence
• Research federal and state securities regulations
• Prepare and file required notices
• Assist with fund formation opinions and supporting documentation
• Support SEC compliance reporting
• Complete timekeeping and other administrative responsibilities

What You’ll Bring

• 1–3 years of fund formation experience
• Bachelor’s Degree
• Strong organizational and time-management skills
• Excellent written, communication, and proofreading abilities
• Strong attention to detail
• Ability to manage multiple assignments and deadlines
• Ability to work independently and as part of a team
• Comfortable working in a fast-paced environment
• Professional, reliable, and proactive approach
• Paralegal Certificate preferred