Interval and tender offer funds have experienced significant growth in recent years, driven by increased demand for retail access to alternative investment strategies. These products provide a flexible, registered fund structure that enables managers to deliver illiquid strategies with lower investment minimums and standardized tax reporting.
Despite this momentum, launching an interval fund is complex. Asset managers must navigate structural decisions, regulatory requirements, distribution strategy, and the realities of scaling a new product in a competitive market.
This whitepaper—developed in collaboration with XA Investments—provides a practical framework to help firms evaluate the opportunity and execute with clarity.
What You’ll Learn
How interval funds are structured
Why the market is growing
Key considerations for launching
What it takes to reach scale
Best practices from experienced sponsors
Interval funds offer a differentiated path to deliver private market exposure in a registered format—but they are not “build it and they will come” products. Successful launches require thoughtful positioning, strategic distribution, and disciplined execution from day one.
This whitepaper helps you move beyond theory to a clear, actionable path forward.